Carrera Capital Advisors
Annual return '25
+13.0%
SPY '25
+17.7%
Alpha
-4.7ptsvs SPY
Invested
$649.1M
Holdings
187
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$XHLF
BONDBLOXX ETF TRUST
Q4 2025: Exited (was 2.35M shares)
21.9%
02
$BIL
SPDR SERIES TRUST
Q4 2025: Exited (was 332.7k shares)
4.8%
03
$FTGC
FIRST TR EXCHANGE TRAD FD VI
Q4 2025: Exited (was 922.2k shares)
4.7%
04
$BTAL
AGF INVTS TR
Held since at least Q1 2024
3.7%
05
$NOBL
PROSHARES TR
Q4 2025: Exited (was 331.7k shares)
3.7%
06
$LMBS
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Exited (was 7.4k shares)
2.7%
07
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 256.9k shares)
2.7%
08
$TLT
ISHARES TR
Q4 2025: Exited (was 36.6k shares)
2.6%
09
$ILF
ISHARES TR
Q4 2025: Exited (was 403.3k shares)
2.4%
10
$USMV
ISHARES TR
Q4 2025: Exited (was 174.1k shares)
2.0%
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 09:49 UTC.