Lindbrook Capital, LLC
Annual return '25
+18.8%
SPY '25
+17.7%
Alpha
+1.0ptsvs SPY
Invested
$45.6B
Holdings
1,075
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
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
12.7%
02
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
8.1%
03
$SCHF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
6.3%
04
$IEMG
ISHARES INC
Held since at least Q1 2024
6.2%
05
$VWO
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
5.4%
06
$ITOT
ISHARES TR
Held since at least Q1 2024
4.5%
07
$VIG
VANGUARD SPECIALIZED FUNDS
Held since at least Q1 2024
4.2%
08
$SCHB
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.9%
09
$VTEB
VANGUARD MUN BD FDS
Held since at least Q1 2024
2.7%
10
$DGRO
ISHARES TR
Held since at least Q1 2024
2.7%
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 07:52 UTC.