Avestar Capital, LLC
Annual return '25
+14.2%
SPY '25
+17.7%
Alpha
-3.5ptsvs SPY
Invested
$1.6B
Holdings
459
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +66.2% (42.0k → 69.8k shares)
9.6%
02
$GOOG
ALPHABET INC
Q1 2026: Sold 89.1% (12.2k → 1.3k shares)
9.4%
03
$AAPL
APPLE INC
Q1 2026: Increased +137.5% (23.2k → 55.1k shares)
5.4%
04
$META
META PLATFORMS INC
Q1 2026: Sold 99.2% (217.3k → 1.9k shares)
3.7%
05
$AMZN
AMAZON COM INC
Q1 2026: Increased +188.7% (6.0k → 17.3k shares)
2.8%
06
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 97.3% (48.6k → 1.3k shares)
2.7%
07
$MSFT
MICROSOFT CORP
Q1 2026: Increased +129.1% (15.0k → 34.4k shares)
2.3%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 93.7% (20.0k → 1.3k shares)
2.3%
09
$AVGO
BROADCOM INC
Q1 2026: Sold 96.3% (153.3k → 5.6k shares)
1.7%
10
$ACWI
ISHARES TR
Q1 2026: Exited (was 20.0k 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 09:29 UTC.