D.B. Root & Company, LLC
Annual return '25
+17.3%
SPY '25
+17.7%
Alpha
-0.4ptsvs SPY
Invested
$418.6M
Holdings
191
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JCPB
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 1.51M shares)
17.3%
02
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 1.46M shares)
9.0%
03
$PYLD
PIMCO ETF TR
Q1 2026: Exited (was 1.16M shares)
7.6%
04
$VIG
VANGUARD SPECIALIZED FUNDS
Q1 2026: Sold 89.5% (77.9k → 8.2k shares)
3.9%
05
$DFAI
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 283.6k shares)
3.3%
06
$SCHB
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 461.1k shares)
2.8%
07
$ZALT
INNOVATOR ETFS TRUST
Q1 2026: Exited (was 320.3k shares)
2.5%
08
$AAPL
APPLE INC
Q1 2026: Increased +1048.6% (39.4k → 452.8k shares)
2.4%
09
$BSTP
INNOVATOR ETFS TRUST
Q1 2026: Exited (was 222.0k shares)
1.8%
10
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 236.7k 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 09:44 UTC.