Duncan Williams Asset Management, LLC
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$360.7M
Holdings
158
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
$DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Held since at least Q1 2024
12.4%
02
$VUG
VANGUARD GROWTH ETF
Held since at least Q1 2024
12.0%
03
$IUSV
ISHARES CORE S&P US VALUE ETF
Held since at least Q1 2024
7.7%
04
$AVNM
AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF
Held since at least Q1 2024
6.6%
05
$AAPL
APPLE INC
Q1 2026: New position (15.2k shares)
4.1%
06
$VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
Held since at least Q1 2024
3.3%
07
$GSSC
TR ACTIVEBETA US SMALL CAP EQUITY ETF
Held since at least Q1 2024
3.1%
08
$VOO
VANGUARD S&P 500 ETF
Q1 2026: New position (29.0k shares)
2.7%
09
$VTV
VANGUARD VALUE ETF
Held since at least Q1 2024
2.5%
10
$SCHD
SCHWAB US DIVIDEND EQUITY ETF
Held since at least Q1 2024
2.1%
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 12:09 UTC.