Cook Wealth, LLC
Annual return '25
+21.4%
SPY '25
+17.7%
Alpha
+3.7ptsvs SPY
Invested
$127.6M
Holdings
59
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
$IWF
ISHARES TR
Held since at least Q1 2024
16.4%
02
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
11.9%
03
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
10.1%
04
$AAPL
APPLE INC
Q1 2026: Increased +126.5% (1.3k → 3.0k shares)
9.7%
05
$AMZN
AMAZON COM INC
Held since at least Q1 2024
7.2%
06
$GOOGL
ALPHABET INC
Q1 2026: Increased +99.3% (3.0k → 5.9k shares)
4.8%
07
$COST
COSTCO WHSL CORP NEW
Held since at least Q1 2024
3.3%
08
$LLY
ELI LILLY & CO
Held since at least Q1 2024
2.8%
09
$IVV
ISHARES TR
Held since at least Q1 2024
2.5%
10
$JPM
JPMORGAN CHASE & CO.
Held since at least Q1 2024
2.5%
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 12:53 UTC.