Affinity Wealth Management LLC
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$660.6M
Holdings
104
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
7.6%
02
$XMMO
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
7.1%
03
$RDVY
FIRST TR EXCHANGE TRADED FD
Held since at least Q1 2024
6.9%
04
$XLE
SELECT SECTOR SPDR TR
Held since at least Q1 2024
6.6%
05
$PIZ
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
6.3%
06
$XAR
SPDR SERIES TRUST
Held since at least Q1 2024
6.1%
07
$RSPN
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
5.5%
08
$XLC
SELECT SECTOR SPDR TR
Held since at least Q1 2024
5.1%
09
$XLF
SELECT SECTOR SPDR TR
Held since at least Q1 2024
5.0%
10
$FPE
FIRST TR EXCH TRADED FD III
Held since at least Q1 2024
4.0%
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 13:16 UTC.