Awm Capital, LLC
Annual return '25
+18.5%
SPY '25
+17.7%
Alpha
+0.8ptsvs SPY
Invested
$1.1B
Holdings
114
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 81%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q3 2025: Increased +15.3% (4.08M → 4.70M shares)
17.1%
02
$DFSU
DIMENSIONAL ETF TRUST
Q3 2025: Increased +29.7% (2.26M → 2.93M shares)
12.2%
03
$DFIC
DIMENSIONAL ETF TRUST
Q3 2025: Sold 1.5% (3.60M → 3.54M shares)
11.3%
04
$SGOV
ISHARES TR
Q3 2025: Sold 5.9% (1.32M → 1.24M shares)
6.0%
05
$TBLL
INVESCO EXCH TRADED FD TR II
Q3 2025: Increased +81.4% (481.6k → 873.6k shares)
5.8%
06
$DFEM
DIMENSIONAL ETF TRUST
Q3 2025: Increased +3.2% (1.72M → 1.78M shares)
5.7%
07
$AVUS
AMERICAN CENTY ETF TR
Q2 2025: Increased +2.7% (416.3k → 427.3k shares)
4.3%
08
$DFSI
DIMENSIONAL ETF TRUST
Q3 2025: Increased +5.1% (784.5k → 824.5k shares)
3.6%
09
$DFNM
DIMENSIONAL ETF TRUST
Q3 2025: Increased +38.4% (472.3k → 653.5k shares)
3.1%
10
$DFSE
DIMENSIONAL ETF TRUST
Q3 2025: Increased +7.7% (627.2k → 675.6k shares)
2.9%
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 08:23 UTC.