Grant/GrossMendelsohn, LLC
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$464.9M
Holdings
1,006
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VONG
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
8.2%
02
$VOO
VANGUARD INDEX FDS
Q4 2024: New position (8.5k shares)
6.9%
03
$BIV
VANGUARD BD INDEX FDS
Held since at least Q1 2024
6.8%
04
$SCHD
SCHWAB STRATEGIC TR
Q1 2025: Exited (was 18.4k shares)
4.8%
05
$VONV
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
4.8%
06
$IWF
ISHARES TR
Q1 2026: Increased +100.0% (1.3k → 2.6k shares)
4.3%
07
$VIG
VANGUARD SPECIALIZED FUNDS
Q1 2026: Increased +100.0% (2.9k → 5.8k shares)
3.4%
08
$SPY
SPDR S&P 500 ETF TR
Q1 2026: Increased +101.0% (2.1k → 4.2k shares)
3.0%
09
$IWD
ISHARES TR
Q1 2026: Increased +100.0% (1.4k → 2.9k shares)
2.8%
10
$JPST
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
2.5%
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 13:21 UTC.