Aveo Capital Partners, LLC
Annual return '25
+17.1%
SPY '25
+17.7%
Alpha
-0.6ptsvs SPY
Invested
$2.4B
Holdings
142
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
10.9%
02
$DYNF
BLACKROCK ETF TRUST
Held since at least Q1 2024
5.0%
03
$IVE
ISHARES TR
Held since at least Q1 2024
4.7%
04
$SPTL
SPDR SERIES TRUST
Held since at least Q1 2024
4.2%
05
$IVW
ISHARES TR
Held since at least Q1 2024
4.0%
06
$PYLD
PIMCO ETF TR
Held since at least Q1 2024
4.0%
07
$SPDW
SPDR INDEX SHS FDS
Held since at least Q1 2024
3.9%
08
$QUAL
ISHARES TR
Held since at least Q1 2024
3.8%
09
$LDUR
PIMCO ETF TR
Held since at least Q1 2024
3.7%
10
$EFV
ISHARES TR
Held since at least Q1 2024
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:47 UTC.