CoreCap Advisors, LLC
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$2.9B
Holdings
2,925
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
$VTI
VANGUARD TOTAL STOCK MARKET ETF
Q1 2026: New position (5.1k shares)
5.0%
02
$SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Held since at least Q1 2024
4.8%
03
$BND
VANGUARD TOTAL BOND MARKET ETF
Held since at least Q1 2024
3.5%
04
$VOO
VANGUARD S&P 500 ETF
Q1 2026: New position (1.4k shares)
3.2%
05
$XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Held since at least Q1 2024
2.6%
06
$SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Held since at least Q1 2024
2.3%
07
$RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
Q1 2026: New position (187.4k shares)
2.1%
08
$NDQ
INVESCO QQQ TRUST SERIES I
Q1 2026: New position (5.8k shares)
1.9%
09
$SCHA
SCHWAB U.S. SMALL-CAP ETF
Held since at least Q1 2024
1.6%
10
$GSUS
GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF
Held since at least Q1 2024
1.5%
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 08:15 UTC.