SRS Capital Advisors, Inc.
Annual return '25
+49.3%
SPY '25
+17.7%
Alpha
+31.6ptsvs SPY
Invested
$3.5B
Holdings
3,761
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
$VUG
VANGUARD INDEX FDS
Q1 2026: Exited (was 250.8k shares)
3.1%
02
$VTV
VANGUARD INDEX FDS
Q1 2026: Exited (was 487.7k shares)
2.5%
03
$IVV
ISHARES TR
Q1 2026: Exited (was 46.9k shares)
2.5%
04
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 101.9k shares)
2.1%
05
$DYNF
BLACKROCK ETF TRUST
Q1 2026: Exited (was 528.6k shares)
2.0%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 86.4k shares)
2.0%
07
$VTI
VANGUARD INDEX FDS
Q1 2026: Exited (was 169.2k shares)
1.7%
08
$AAPL
APPLE INC
Q1 2026: Exited (was 311.7k shares)
1.7%
09
$INMU
BLACKROCK ETF TRUST II
Q1 2026: Exited (was 32.8k shares)
1.5%
10
$TFI
SPDR SERIES TRUST
Q1 2026: Exited (was 339.8k shares)
1.3%
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 10:56 UTC.