Quadcap Wealth Management, LLC
Annual return '25
+19.1%
SPY '25
+17.7%
Alpha
+1.3ptsvs SPY
Invested
$1.8B
Holdings
382
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2026-03-31) contained only unmappable securities. Holdings shown are carried forward from Q4 2025.
01
$JQUA
J P MORGAN EXCHANGE TRADED F
Q3 2025: Sold 13.4% (1.37M → 1.19M shares)
8.8%
02
$DFUS
DIMENSIONAL ETF TRUST
Q3 2025: Sold 10.4% (837.6k → 750.8k shares)
6.7%
03
$AAPL
APPLE INC
Q3 2025: Sold 2.0% (103.5k → 101.5k shares)
2.9%
04
$CGCB
CAPITAL GRP FIXED INCM ETF T
Held since at least Q1 2024
2.7%
05
$EVTR
MORGAN STANLEY ETF TRUST
Q3 2025: Increased +8.8% (351.6k → 382.4k shares)
2.7%
06
$NVDA
NVIDIA CORPORATION
Q3 2025: Sold 50.1% (173.8k → 86.7k shares)
1.7%
07
$AMZN
AMAZON COM INC
Q3 2025: Increased +99.1% (63.7k → 126.8k shares)
1.5%
08
$DIHP
DIMENSIONAL ETF TRUST
Q3 2025: Increased +5.6% (315.3k → 333.1k shares)
1.5%
09
$SPY
STATE STR SPDR S&P 500 ETF T
Q3 2025: Sold 0.8% (38.7k → 38.4k shares)
1.5%
10
$DEXC
DIMENSIONAL ETF TRUST
Q3 2025: Increased +6.8% (126.6k → 135.2k shares)
1.3%
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 08:27 UTC.