McIlrath & Eck, LLC
Annual return '25
+5.2%
SPY '25
+17.7%
Alpha
-12.6ptsvs SPY
Invested
$1.3B
Holdings
1,551
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 77%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VUG
VANGUARD INDEX FDS VANGUARD GROWTH ETF
Q1 2026: Increased +1.0% (162.3k → 164.0k shares)
5.4%
02
$STXT
EA SER TR STRIVE TOTAL RETURN BD ETF
Q1 2026: Increased +2.8% (3.49M → 3.59M shares)
5.4%
03
$DFSD
DIMENSIONAL ETF TR SHORT DURATION FXD INCOME ETF
Q1 2026: Increased +14.6% (1.13M → 1.30M shares)
4.7%
04
$VTV
VANGUARD INDEX FDS VANGUARD VALUE ETF
Q1 2026: Increased +3.5% (294.2k → 304.4k shares)
4.5%
05
$AVMC
AMERICAN CENTY ETF TR AVANTIS U S MID CAP EQUITY ETF
Q1 2026: Increased +2.5% (744.6k → 763.2k shares)
4.2%
06
$DFAI
DIMENSIONAL ETF TR INTL CORE ETF
Q4 2025: Increased +1.2% (1.38M → 1.40M shares)
4.1%
07
$MSFT
MICROSOFT CORP COM
Q1 2026: Increased +17.0% (106.4k → 124.5k shares)
3.5%
08
$FDVV
FIDELITY COVINGTON TR HIGH DIVID ETF
Q1 2026: Increased +8.3% (680.7k → 737.0k shares)
3.1%
09
$VV
VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF
Q1 2026: Increased +5.7% (124.8k → 131.9k shares)
3.0%
10
$BUXX
EA SER TR STRIVE ENHANCED INCOME SHORT MAT ETF
Q4 2025: Sold 2.0% (1.85M → 1.82M shares)
2.8%
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 08:31 UTC.