Brand Asset Management Group, Inc.
Annual return '25
+21.3%
SPY '25
+17.7%
Alpha
+3.5ptsvs SPY
Invested
$384.5M
Holdings
215
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
$IEMG
ISHARES INC
Held since at least Q1 2024
9.2%
02
$IJH
ISHARES TR
Held since at least Q1 2024
8.2%
03
$VO
VANGUARD INDEX FDS
Held since at least Q1 2024
4.0%
04
$VONG
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
3.9%
05
$DFIS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.9%
06
$SCHF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.7%
07
$IWF
ISHARES TR
Held since at least Q1 2024
3.3%
08
$VONV
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
3.2%
09
$SCHM
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.1%
10
$SCHX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.9%
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 10:27 UTC.