Genesee Capital Advisors, LLC
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$238.6M
Holdings
138
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
$SCHB
SCHWAB STRATEGIC TR
Held since at least Q1 2024
17.1%
02
$FXL
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
7.7%
03
$NDQ
INVESCO QQQ TR
Q4 2025: New position (4.8k shares)
4.9%
04
$AAPL
APPLE INC
Q1 2026: Sold 0.6% (141.9k → 141.0k shares)
4.5%
05
$FYX
FIRST TR EXCHANGE-TRADED ALP
Held since at least Q1 2024
3.4%
06
$SPYD
SPDR SERIES TRUST
Held since at least Q1 2024
3.2%
07
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 3.0% (5.8k → 5.7k shares)
2.7%
08
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
2.4%
09
$RDVY
FIRST TR EXCHANGE TRADED FD
Held since at least Q1 2024
2.2%
10
$SCHD
SCHWAB STRATEGIC TR
Held since at least Q1 2024
1.8%
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 15:13 UTC.