PFG Advisors
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$2.1B
Holdings
787
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 96.3% (143.2k → 5.2k shares)
2.3%
02
$VUG
VANGUARD INDEX FDS
Q1 2026: Sold 98.5% (117.7k → 1.7k shares)
2.1%
03
$AAPL
APPLE INC
Q1 2026: Sold 81.1% (155.1k → 29.3k shares)
2.0%
04
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 96.6% (69.2k → 2.4k shares)
2.0%
05
$SCHD
SCHWAB STRATEGIC TR
Q1 2026: Sold 96.2% (746.6k → 28.2k shares)
1.6%
06
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 452.7k shares)
1.6%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 81.1% (169.8k → 32.0k shares)
1.5%
08
$MSFT
MICROSOFT CORP
Q1 2026: Sold 79.7% (71.2k → 14.4k shares)
1.3%
09
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 98.8% (45.3k → 523 shares)
1.3%
10
$VIG
VANGUARD SPECIALIZED FUNDS
Q1 2026: Exited (was 111.3k shares)
1.2%
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 09:50 UTC.