Breakthru Advisory Services, LLC
Annual return '25
+18.4%
SPY '25
+17.7%
Alpha
+0.7ptsvs SPY
Invested
$62.4M
Holdings
59
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
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
14.3%
02
$JMTG
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
7.5%
03
$IWM
ISHARES TR
Held since at least Q1 2024
6.2%
04
$EFA
ISHARES TR
Held since at least Q1 2024
5.6%
05
$NVDA
NVIDIA CORPORATION
Q4 2025: New position (6.2k shares)
5.0%
06
$AAPL
APPLE INC
Q4 2025: New position (2.8k shares)
4.8%
07
$IVV
ISHARES TR
Held since at least Q1 2024
4.1%
08
$ESN
NORTHERN LTS FD TR II
Held since at least Q1 2024
4.0%
09
$BUFR
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
3.3%
10
$MSFT
MICROSOFT CORP
Q4 2025: New position (1.4k shares)
3.3%
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 13:20 UTC.