Intellus Advisors LLC
Annual return '25
+25.5%
SPY '25
+17.7%
Alpha
+7.8ptsvs SPY
Invested
$731.8M
Holdings
125
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 89%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TRUST
Q4 2025: New position (386 shares)
9.9%
02
$IAU
ISHARES GOLD TR ISHARES NEW
Q1 2026: Increased +1499.4% (325 → 5.2k shares)
6.9%
03
$VIG
VANGUARD DIVIDEND APPRECIATION ETF
Q1 2026: Increased +61.1% (3.5k → 5.7k shares)
6.6%
04
$QINT
AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF
Held since at least Q1 2024
6.5%
05
$RODM
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF
Held since at least Q1 2024
5.6%
06
$JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
Held since at least Q1 2024
4.8%
07
$JAVA
J P MORGAN ETF ACTIVE VALUE ETF
Q4 2025: New position (122 shares)
4.7%
08
$SYLD
CAMBRIA SHAREHOLDER YIELD ETF
Held since at least Q1 2024
3.6%
09
$FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Q1 2026: Increased +11.9% (7.3k → 8.2k shares)
3.6%
10
$FSCC
FEDERATED HERMES MDT SMALL CAP CORE ETF
Held since at least Q1 2024
3.2%
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 11:10 UTC.