Peirce Capital Management, LLC
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$255.7M
Holdings
44
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BSVO
EA SERIES TRUST
Held since at least Q1 2024
18.0%
02
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Increased +66.5% (33.1k → 55.1k shares)
12.2%
03
$ITOT
ISHARES TR
Q1 2026: New position (1.6k shares)
8.9%
04
$AVDV
AMERICAN CENTY ETF TR
Q1 2026: Sold 6.9% (8.2k → 7.7k shares)
8.6%
05
$DFIV
DIMENSIONAL ETF TRUST
Q1 2026: Increased +4.6% (15.2k → 15.9k shares)
6.6%
06
$DFEM
DIMENSIONAL ETF TRUST
Q1 2026: Increased +57.7% (7.1k → 11.2k shares)
6.4%
07
$VGIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Sold 2.3% (16.0k → 15.6k shares)
6.2%
08
$IDEV
ISHARES TR
Held since at least Q1 2024
5.8%
09
$DFUV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.7%
10
$DFSD
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.7%
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 12:12 UTC.