CGC Financial Services, LLC
Annual return '25
+22.1%
SPY '25
+17.7%
Alpha
+4.3ptsvs SPY
Invested
$346.1M
Holdings
346
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
$HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
Held since at least Q1 2024
20.1%
02
$SCHD
SCHWAB US DIVIDEND EQUITY ETF
Q4 2025: New position (150.1k shares)
14.3%
03
$FENI
FIDELITY ENHANCED INTERNATIONAL ETF
Held since at least Q1 2024
12.7%
04
$IVW
ISHARES S&P 500 GROWTH ETF
Held since at least Q1 2024
11.4%
05
$JBND
JPMORGAN ACTIVE BOND ETF
Held since at least Q1 2024
8.4%
06
$JMEE
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
Held since at least Q1 2024
6.6%
07
$IJH
ISHARES CORE S&P MID-CAP ETF
Held since at least Q1 2024
6.5%
08
$IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
Held since at least Q1 2024
2.8%
09
$IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
Held since at least Q1 2024
2.4%
10
$NUDV
NUVEEN ESG DIVIDEND ETF
Held since at least Q1 2024
1.8%
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.