SAM Advisors, LLC
Annual return '25
+17.9%
SPY '25
+17.7%
Alpha
+0.2ptsvs SPY
Invested
$319M
Holdings
47
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: New position (1.6k shares)
31.2%
02
$VXUS
VANGUARD STAR FDS
Q2 2025: Increased +1.9% (720.6k → 734.6k shares)
17.5%
03
$NDQ
INVESCO QQQ TR
Q1 2026: New position (1.3k shares)
6.9%
04
$VB
VANGUARD INDEX FDS
Q3 2025: Increased +1.0% (71.2k → 71.9k shares)
6.0%
05
$SPHY
SPDR SERIES TRUST
Q3 2025: Increased +2.0% (646.4k → 659.4k shares)
5.2%
06
$JPEM
J P MORGAN EXCHANGE TRADED F
Q3 2025: Increased +1.2% (191.1k → 193.4k shares)
3.8%
07
$IYG
ISHARES TR
Q2 2025: Increased +2.0% (113.6k → 115.8k shares)
3.0%
08
$BKLN
INVESCO EXCH TRADED FD TR II
Q3 2025: Increased +3.4% (288.7k → 298.4k shares)
2.0%
09
$SJNK
SPDR SERIES TRUST
Q3 2025: Increased +1.9% (233.4k → 237.9k shares)
2.0%
10
$PULS
PGIM ETF TR
Q3 2025: Increased +13.9% (34.5k → 39.3k shares)
1.9%
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 13:18 UTC.