Boothe Investment Group, Inc.
Annual return '25
+22.3%
SPY '25
+17.7%
Alpha
+4.6ptsvs SPY
Invested
$310.7M
Holdings
41
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CTA
SIMPLIFY EXCHANGE TRADED FUN
Held since at least Q1 2024
16.9%
02
$DBND
DOUBLELINE ETF TRUST
Held since at least Q1 2024
10.0%
03
$HEDJ
WISDOMTREE TR
Held since at least Q1 2024
7.5%
04
$SFLO
VICTORY PORTFOLIOS II
Held since at least Q1 2024
5.9%
05
$ASEA
GLOBAL X FDS
Held since at least Q1 2024
4.7%
06
$JMST
J P MORGAN EXCHANGE TRADED F
Q1 2026: New position (10.9k shares)
4.6%
07
$PINS
PINTEREST INC
Q1 2026: Increased +6.7% (1.06M → 1.13M shares)
3.8%
08
$NDIA
GLOBAL X FDS
Held since at least Q1 2024
3.5%
09
$NOW
SERVICENOW INC
Q1 2026: Increased +52.2% (462.0k → 703.2k shares)
3.2%
10
$PFE
PFIZER INC
Q1 2026: Increased +10.4% (1.68M → 1.86M shares)
3.2%
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.