Latitude Advisors, LLC
Annual return '25
+12.9%
SPY '25
+17.7%
Alpha
-4.8ptsvs SPY
Invested
$436.5M
Holdings
213
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ARP
ADVISORS INNER CIRCLE FD II
Q4 2025: Exited (was 724.2k shares)
11.2%
02
$IVV
ISHARES TR
Q1 2026: Sold 21.5% (799 → 627 shares)
6.1%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 10.0k shares)
2.7%
04
$GQ9
SPDR GOLD TR
Q4 2025: Sold 78.9% (14.5k → 3.1k shares)
2.4%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +143.8% (21.2k → 51.7k shares)
1.9%
06
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 48.5k shares)
1.8%
07
$TLT
ISHARES TR
Q4 2025: Exited (was 40.4k shares)
1.7%
08
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q1 2026: New position (421.3k shares)
1.7%
09
$AMZN
AMAZON COM INC
Q1 2026: Increased +43.5% (6.0k → 8.7k shares)
1.7%
10
$CGGR
CAPITAL GROUP GROWTH ETF
Q4 2025: Exited (was 63.3k shares)
1.4%
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 09:51 UTC.