Stenger Family Office, LLC
Annual return '25
+13.7%
SPY '25
+17.7%
Alpha
-4.1ptsvs SPY
Invested
$566.1M
Holdings
117
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$USFR
WISDOMTREE TR
Q4 2024: New position (658.1k shares)
9.0%
02
$GRNY
TIDAL TRUST I
Q1 2026: Exited (was 1.27M shares)
5.5%
03
$MSFT
MICROSOFT CORP
Q1 2026: Sold 94.0% (68.3k → 4.1k shares)
5.1%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 93.7% (139.8k → 8.9k shares)
4.8%
05
$DGRW
WISDOMTREE TR
Held since at least Q1 2024
4.8%
06
$AAPL
APPLE INC
Q1 2026: Sold 88.1% (94.6k → 11.2k shares)
4.6%
07
$JPM
JPMORGAN CHASE & CO
Q1 2026: Exited (was 63.4k shares)
3.7%
08
$XOM
EXXON MOBIL CORP
Q1 2026: Exited (was 119.6k shares)
3.7%
09
$AFLG
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
2.9%
10
$AMZN
AMAZON COM INC
Q1 2026: Sold 92.3% (69.3k → 5.3k shares)
2.8%
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 12:09 UTC.