Venture Visionary Partners LLC
Annual return '25
+28.0%
SPY '25
+17.7%
Alpha
+10.3ptsvs SPY
Invested
$3B
Holdings
602
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 66%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 88.7% (750.2k → 84.5k shares)
3.2%
02
$MSFT
MICROSOFT CORP
Q1 2026: Sold 92.5% (217.0k → 16.2k shares)
2.8%
03
$GOOGL
ALPHABET INC
Q1 2026: Sold 93.1% (270.2k → 18.6k shares)
2.5%
04
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 97.0% (296.1k → 8.8k shares)
2.5%
05
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +2081.5% (200 → 4.4k shares)
2.5%
06
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 88.9% (240.7k → 26.7k shares)
2.4%
07
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Sold 99.6% (375.2k → 1.6k shares)
2.4%
08
$VUG
VANGUARD INDEX FDS
Q1 2026: Sold 97.5% (160.7k → 4.1k shares)
2.3%
09
$AMZN
AMAZON COM INC
Q1 2026: Sold 93.2% (538.2k → 36.6k shares)
2.1%
10
$IBDW
ISHARES TR
Q1 2026: Exited (was 2.64M shares)
2.0%
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 04:30 UTC.