Rockport Wealth LLC
Annual return '25
+14.0%
SPY '25
+17.7%
Alpha
-3.7ptsvs SPY
Invested
$549.3M
Holdings
101
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BUXX
EA SERIES TRUST
Q1 2026: Increased +147.6% (1.49M → 3.68M shares)
13.6%
02
$FDL
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Sold 45.0% (1.61M → 885.6k shares)
8.2%
03
$SPDN
DIREXION SHARES ETF TRUST
Q1 2026: Increased +3.8% (2.80M → 2.90M shares)
5.3%
04
$AAPL
APPLE INC
Q1 2026: Increased +38.4% (78.4k → 108.4k shares)
5.0%
05
$GOOGL
ALPHABET INC
Q1 2026: Sold 5.5% (96.4k → 91.1k shares)
4.8%
06
$ISRG
INTUITIVE SURGICAL INC
Q1 2026: Sold 3.8% (57.1k → 54.9k shares)
4.6%
07
$CIBR
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Increased +29.1% (286.0k → 369.3k shares)
4.2%
08
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +17.8% (97.8k → 115.2k shares)
3.7%
09
$NLR
VANECK ETF TRUST
Q1 2026: Sold 4.9% (143.9k → 136.9k shares)
3.3%
10
$IMCG
ISHARES TR
Q1 2026: Sold 47.7% (402.3k → 210.4k shares)
3.0%
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 09:28 UTC.