Financial Advisory Corp
Annual return '25
+15.0%
SPY '25
+17.7%
Alpha
-2.8ptsvs SPY
Invested
$719.8M
Holdings
51
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Exited (was 187.1k shares)
16.7%
02
$IWP
ISHARES TR
Q4 2025: Exited (was 741.4k shares)
13.9%
03
$TFLO
ISHARES TR
Q4 2025: Exited (was 1.65M shares)
10.5%
04
$VBR
VANGUARD INDEX FDS
Q4 2025: Exited (was 282.8k shares)
8.6%
05
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 803.0k shares)
6.8%
06
$SCZ
ISHARES TR
Q4 2025: Exited (was 597.7k shares)
6.3%
07
$VTV
VANGUARD INDEX FDS
Q4 2025: Exited (was 225.9k shares)
6.0%
08
$IBTG
ISHARES TR
Q4 2025: Exited (was 1.49M shares)
5.1%
09
$IBTJ
ISHARES TR
Held since at least Q1 2024
4.8%
10
$IBTI
ISHARES TR
Q4 2025: Exited (was 818.7k shares)
3.8%
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 08:28 UTC.