L2 Asset Management, LLC
Annual return '25
+21.4%
SPY '25
+17.7%
Alpha
+3.7ptsvs SPY
Invested
$1.1B
Holdings
398
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SGOV
ISHARES TR
Q3 2025: Increased +6.3% (225.3k → 239.5k shares)
4.8%
02
$SCHX
SCHWAB STRATEGIC TR
Q3 2025: Increased +52.0% (257.6k → 391.4k shares)
3.2%
03
$SCHI
SCHWAB STRATEGIC TR
Q2 2025: Increased +2.6% (635.2k → 651.8k shares)
2.8%
04
$MTBA
SIMPLIFY EXCHANGE TRADED FUN
Q3 2025: Increased +23.4% (215.1k → 265.4k shares)
2.6%
05
$AVUV
AMERICAN CENTY ETF TR
Q3 2025: Increased +27.4% (53.2k → 67.7k shares)
2.5%
06
$VTEB
VANGUARD MUN BD FDS
Q1 2026: New position (9.9k shares)
2.4%
07
$NVDA
NVIDIA CORPORATION
Q3 2025: Increased +5.1% (105.1k → 110.4k shares)
2.1%
08
$AAPL
APPLE INC
Q1 2026: New position (2.2k shares)
2.1%
09
$EEM
ISHARES TR
Q1 2026: New position (9.7k shares)
1.7%
10
$SCHF
SCHWAB STRATEGIC TR
Q3 2025: Increased +31.1% (120.6k → 158.0k shares)
1.6%
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 12:37 UTC.