Certified Advisory Corp
Annual return '25
+16.8%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$2.2B
Holdings
317
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VUG
VANGUARD INDEX FDS
Q1 2026: Exited (was 93.2k shares)
3.8%
02
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 53.3% (60.7k → 28.3k shares)
3.2%
03
$COWZ
PACER FDS TR
Q1 2026: Exited (was 486.8k shares)
2.5%
04
$FNDX
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 836.6k shares)
2.2%
05
$VTV
VANGUARD INDEX FDS
Q1 2026: Exited (was 133.1k shares)
2.1%
06
$FBND
FIDELITY MERRIMACK STR TR
Q1 2026: Exited (was 460.4k shares)
2.1%
07
$IVV
ISHARES TR
Q1 2026: Exited (was 34.8k shares)
2.0%
08
$JPIE
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 434.6k shares)
2.0%
09
$BIV
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 249.5k shares)
1.9%
10
$AVUV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 136.4k shares)
1.8%
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 11:53 UTC.