AlphaCore Capital LLC
Annual return '25
+13.1%
SPY '25
+17.7%
Alpha
-4.7ptsvs SPY
Invested
$4.2B
Holdings
1,201
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHB
SCHWAB STRATEGIC TR
Q4 2025: Sold 4.8% (6.10M → 5.81M shares)
3.2%
02
$VV
VANGUARD INDEX FDS
Q4 2025: Increased +364.9% (53.7k → 249.9k shares)
2.9%
03
$SPDW
SPDR INDEX SHS FDS
Q4 2025: Increased +159.3% (997.0k → 2.59M shares)
2.7%
04
$RSP
INVESCO EXCHANGE TRADED FD T
Q4 2025: Increased +622.2% (82.2k → 593.5k shares)
2.6%
05
$META
META PLATFORMS INC
Q3 2025: Sold 10.8% (193.4k → 172.4k shares)
2.3%
06
$MPLX
MPLX LP
Q4 2025: Increased +1.9% (1.58M → 1.61M shares)
2.2%
07
$FNDX
SCHWAB STRATEGIC TR
Q4 2025: Sold 2.9% (3.60M → 3.49M shares)
2.0%
08
$SCHF
SCHWAB STRATEGIC TR
Q4 2025: Sold 8.8% (3.86M → 3.52M shares)
1.9%
09
$IXUS
ISHARES TR
Q4 2025: Increased +6.2% (736.2k → 782.0k shares)
1.8%
10
$FNDF
SCHWAB STRATEGIC TR
Q4 2025: Sold 7.3% (1.73M → 1.60M shares)
1.7%
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 10:36 UTC.