Stonegate Management LLC
Annual return '25
+14.4%
SPY '25
+17.7%
Alpha
-3.3ptsvs SPY
Invested
$430M
Holdings
51
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHR
SCHWAB STRATEGIC TR
Held since at least Q1 2024
21.9%
02
$VGSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
13.0%
03
$SCHG
SCHWAB STRATEGIC TR
Held since at least Q1 2024
12.4%
04
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
11.3%
05
$VTV
VANGUARD INDEX FDS
Q3 2025: New position (9.0k shares)
7.8%
06
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
5.9%
07
$SCHF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
4.4%
08
$SCHV
SCHWAB STRATEGIC TR
Held since at least Q1 2024
4.3%
09
$VBK
VANGUARD INDEX FDS
Held since at least Q1 2024
2.6%
10
$VBR
VANGUARD INDEX FDS
Q3 2025: New position (10.2k shares)
2.0%
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 10:39 UTC.