Running Point Capital Advisors, LLC
Annual return '25
-7.8%
SPY '25
+17.7%
Alpha
-25.5ptsvs SPY
Invested
$367M
Holdings
189
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BIL
SPDR SERIES TRUST
Q1 2026: New position (22.6k shares)
10.5%
02
$NDQ
INVESCO QQQ TR
Q2 2025: Sold 50.0% (400 → 200 shares)
6.1%
03
$QQQM
INVESCO EXCH TRADED FD TR II
Q3 2025: Increased +2.8% (79.4k → 81.6k shares)
5.9%
04
$IEMG
ISHARES INC
Q1 2026: New position (31.9k shares)
5.6%
05
$BILS
SPDR SERIES TRUST
Q3 2025: Sold 14.2% (255.1k → 218.8k shares)
5.1%
06
$VOO
VANGUARD INDEX FDS
Q1 2026: New position (10.3k shares)
4.6%
07
$FDLO
FIDELITY COVINGTON TRUST
Q3 2025: Increased +4.9% (165.9k → 174.1k shares)
3.5%
08
$IDEV
ISHARES TR
Q3 2025: Increased +6.2% (137.3k → 145.9k shares)
3.0%
09
$QUAL
ISHARES TR
Q1 2026: New position (14.1k shares)
2.5%
10
$JQUA
J P MORGAN EXCHANGE TRADED F
Q3 2025: Increased +6.1% (114.7k → 121.7k shares)
2.4%
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 15:55 UTC.