AllSquare Wealth Management LLC
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$369.6M
Holdings
255
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
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
6.5%
02
$VCSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
6.3%
03
$AMZN
AMAZON COM INC
Held since at least Q1 2024
3.8%
04
$GOOGL
ALPHABET INC
Held since at least Q1 2024
3.8%
05
$IGSB
ISHARES TR
Held since at least Q1 2024
3.4%
06
$AAPL
APPLE INC
Q1 2026: New position (13.7k shares)
3.4%
07
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
2.8%
08
$JPM
JPMORGAN CHASE & CO.
Held since at least Q1 2024
2.8%
09
$VUSB
VANGUARD BD INDEX FDS
Held since at least Q1 2024
2.7%
10
$VB
VANGUARD INDEX FDS
Held since at least Q1 2024
2.4%
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 10:36 UTC.