Game Plan Financial Advisors, LLC
Annual return '25
+19.6%
SPY '25
+17.7%
Alpha
+1.9ptsvs SPY
Invested
$222.2M
Holdings
336
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 84%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOG
ALPHABET INC CLASS CLASS C
Q1 2026: Sold 1.0% (98.2k → 97.2k shares)
6.7%
02
$NVDA
NVIDIA CORP
Q4 2025: New position (54.6k shares)
5.9%
03
$AAPL
APPLE INC
Q1 2026: Increased +17.0% (130.8k → 152.9k shares)
5.8%
04
$SWVXX
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
Held since at least Q1 2024
5.5%
05
$AMZN
AMAZON.COM INC
Q1 2026: Increased +2.1% (72.3k → 73.8k shares)
4.3%
06
$BRK/B
BERKSHIRE HATHAWAY CLASS B
Q1 2026: Increased +0.7% (23.6k → 23.7k shares)
3.7%
07
$ETN
EATON CORP PLC F
Q1 2026: Sold 0.7% (26.6k → 26.4k shares)
3.6%
08
$SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
Q4 2025: New position (4.3k shares)
3.2%
09
$GS
GOLDMAN SACHS GROUP INC
Q4 2025: New position (2.4k shares)
2.9%
10
$XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Q4 2025: New position (60 shares)
2.8%
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 15:45 UTC.