Flaharty Asset Management, LLC
Annual return '25
+14.5%
SPY '25
+17.7%
Alpha
-3.2ptsvs SPY
Invested
$1.6B
Holdings
132
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MINT
PIMCO ETF TR
Q4 2025: Exited (was 468.3k shares)
5.8%
02
$JAAA
JANUS DETROIT STR TR
Q4 2025: Exited (was 801.9k shares)
4.8%
03
$FTSL
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Exited (was 758.3k shares)
4.5%
04
$XLF
SELECT SECTOR SPDR TR
Q4 2025: Exited (was 664.2k shares)
3.9%
05
$KORP
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 639.2k shares)
3.9%
06
$XCEM
COLUMBIA ETF TR II
Q4 2025: Exited (was 799.1k shares)
3.8%
07
$FTGC
FIRST TR EXCHANGE TRAD FD VI
Q4 2025: Exited (was 978.7k shares)
3.7%
08
$SDY
SPDR SERIES TRUST
Q4 2025: Exited (was 213.7k shares)
3.6%
09
$FLGV
FRANKLIN TEMPLETON ETF TR
Q4 2025: Exited (was 1.34M shares)
3.5%
10
$IWF
ISHARES TR
Q4 2025: Exited (was 112.2k shares)
3.5%
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 08:30 UTC.