Endeavor Private Wealth, Inc.
Annual return '25
+31.2%
SPY '25
+17.7%
Alpha
+13.5ptsvs SPY
Invested
$519.8M
Holdings
202
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q2 2025: Sold 34.4% (14.9k → 9.8k shares)
4.4%
02
$IUSB
ISHARES TR
Q2 2025: Sold 11.5% (229.2k → 202.8k shares)
4.1%
03
$IVE
ISHARES TR
Q2 2025: Increased +4.5% (10.7k → 11.2k shares)
3.5%
04
$DYNF
BLACKROCK ETF TRUST
Q2 2025: Sold 0.7% (51.0k → 50.7k shares)
3.4%
05
$IEMG
ISHARES INC
Q2 2025: Increased +66.1% (23.6k → 39.1k shares)
3.1%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Q2 2025: Sold 83.1% (154 → 26 shares)
2.7%
07
$IVW
ISHARES TR
Q2 2025: Sold 7.9% (27.9k → 25.7k shares)
2.6%
08
$VO
VANGUARD INDEX FDS
Q2 2025: Sold 45.4% (13.1k → 7.1k shares)
2.3%
09
$AVUS
AMERICAN CENTY ETF TR
Q2 2025: Increased +15.7% (74.0k → 85.6k shares)
2.2%
10
$MGC
VANGUARD WORLD FD
Held since at least Q1 2024
2.1%
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 04:49 UTC.