David Wealth Management LLC
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$148M
Holdings
59
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
$SCHF
SCHWAB STRATEGIC TR
Q2 2025: Increased +38.8% (25.5k → 35.4k shares)
8.9%
02
$SCHP
SCHWAB STRATEGIC TR
Q2 2025: New position (9.6k shares)
6.6%
03
$SPY
SPDR S&P 500 ETF TR
Q1 2026: New position (4.1k shares)
5.9%
04
$SCHB
SCHWAB STRATEGIC TR
Held since at least Q1 2024
5.8%
05
$FNDB
SCHWAB STRATEGIC TR
Held since at least Q1 2024
5.0%
06
$VB
VANGUARD INDEX FDS
Q1 2026: New position (28 shares)
4.3%
07
$VIG
VANGUARD SPECIALIZED FUNDS
Q1 2026: New position (80 shares)
4.3%
08
$IWD
ISHARES TR
Q1 2026: New position (6.7k shares)
4.0%
09
$TIP
ISHARES TR
Held since at least Q1 2024
3.8%
10
$SCHE
SCHWAB STRATEGIC TR
Q2 2025: New position (8.0k shares)
3.6%
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 12:30 UTC.