Verde Capital Management
Annual return '25
+17.5%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$467.7M
Holdings
69
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ESGV
VANGUARD WORLD FD
Q1 2026: Exited (was 608.4k shares)
14.6%
02
$MOAT
VANECK ETF TRUST
Q1 2026: Exited (was 626.3k shares)
13.6%
03
$FNDF
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 981.0k shares)
10.4%
04
$QQQM
INVESCO EXCH TRADED FD TR II
Q1 2026: Sold 99.3% (154.3k → 1.1k shares)
8.4%
05
$HEFA
ISHARES TR
Q1 2026: Exited (was 774.5k shares)
7.6%
06
$IJH
ISHARES TR
Q1 2026: Exited (was 491.2k shares)
7.1%
07
$BIV
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 140.5k shares)
2.3%
08
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 79.2% (56.2k → 11.7k shares)
2.3%
09
$IBIT
ISHARES BITCOIN TRUST ETF
Q1 2026: Exited (was 198.1k shares)
2.2%
10
$ILTB
ISHARES TR
Q1 2026: Exited (was 182.5k 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 10:39 UTC.