Jordan Park Group LLC
Annual return '25
+22.8%
SPY '25
+17.7%
Alpha
+5.1ptsvs SPY
Invested
$2.6B
Holdings
69
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IEMG
ISHARES INC
Held since at least Q1 2024
25.2%
02
$GOVT
ISHARES TR
Held since at least Q1 2024
15.3%
03
$XLV
SELECT SECTOR SPDR TR
Held since at least Q1 2024
10.7%
04
$VONE
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
6.4%
05
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
5.3%
06
$EWT
ISHARES INC
Held since at least Q1 2024
3.5%
07
$IEFA
ISHARES TR
Held since at least Q1 2024
3.2%
08
$MCHI
ISHARES TR
Held since at least Q1 2024
2.8%
09
$BND
VANGUARD BD INDEX FDS
Held since at least Q1 2024
2.4%
10
$VGIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
2.3%
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 15:03 UTC.