Frederick Financial Consultants, LLC
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.7ptsvs SPY
Invested
$201M
Holdings
109
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
$AIRR
FIRST TR EXCHANGE TRADED FD
Held since at least Q1 2024
7.4%
02
$FITE
SPDR SERIES TRUST
Held since at least Q1 2024
6.4%
03
$MKTN
FEDERATED HERMES ETF TRUST
Held since at least Q1 2024
6.4%
04
$FV
FIRST TR EXCHANGE TRADED FD
Held since at least Q1 2024
6.1%
05
$FSCC
FEDERATED HERMES ETF TRUST
Held since at least Q1 2024
5.4%
06
$RWR
SPDR SERIES TRUST
Held since at least Q1 2024
5.4%
07
$BUFR
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
5.0%
08
$IWF
ISHARES TR
Held since at least Q1 2024
4.3%
09
$RDVY
FIRST TR EXCHANGE TRADED FD
Held since at least Q1 2024
4.0%
10
$VIG
VANGUARD SPECIALIZED FUNDS
Held since at least Q1 2024
2.9%
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 13:59 UTC.