Allie Family Office LLC
Annual return '25
+30.1%
SPY '25
+17.7%
Alpha
+12.4ptsvs SPY
Invested
$228.5M
Holdings
102
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
$SPY
SPDR S&P 500 ETF TR
Held since at least Q1 2024
20.4%
02
$EFA
ISHARES TR
Held since at least Q1 2024
12.6%
03
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
7.4%
04
$GQ9
SPDR GOLD TR
Held since at least Q1 2024
4.6%
05
$EEM
ISHARES TR
Held since at least Q1 2024
3.6%
06
$FEZ
SPDR INDEX SHS FDS
Held since at least Q1 2024
3.0%
07
$VNQ
VANGUARD INDEX FDS
Held since at least Q1 2024
2.5%
08
$IEMG
ISHARES INC
Held since at least Q1 2024
2.4%
09
$IEFA
ISHARES TR
Held since at least Q1 2024
2.3%
10
$IAU
ISHARES GOLD TR
Held since at least Q1 2024
2.3%
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 21:34 UTC.