Foguth Wealth Management, LLC.
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$645.1M
Holdings
175
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
$QQQM
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
5.7%
02
$DIVB
ISHARES TR
Held since at least Q1 2024
4.2%
03
$SPY
SPDR S&P 500 ETF TR
Q1 2026: New position (1.5k shares)
3.9%
04
$XLK
SELECT SECTOR SPDR TR
Held since at least Q1 2024
3.9%
05
$QYLD
GLOBAL X FDS
Q1 2026: New position (135.7k shares)
3.4%
06
$SPYV
SPDR SERIES TRUST
Held since at least Q1 2024
3.4%
07
$AGG
ISHARES TR
Held since at least Q1 2024
3.2%
08
$MOAT
VANECK ETF TRUST
Held since at least Q1 2024
2.8%
09
$SPSM
SPDR SERIES TRUST
Held since at least Q1 2024
2.6%
10
$SPYG
SPDR SERIES TRUST
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 10:41 UTC.