Manchester Financial Inc.
Annual return '25
+17.0%
SPY '25
+17.7%
Alpha
-0.7ptsvs SPY
Invested
$521M
Holdings
136
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHB
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 3.43M shares)
16.5%
02
$BSCT
INVESCO EXCH TRD SLF IDX FD
Q1 2026: Exited (was 2.25M shares)
8.0%
03
$FDD
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 1.43M shares)
6.7%
04
$IDMO
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 453.1k shares)
4.8%
05
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 918.8k shares)
4.7%
06
$FIIG
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 957.5k shares)
4.3%
07
$BSCS
INVESCO EXCH TRD SLF IDX FD
Q1 2026: Exited (was 1.01M shares)
4.0%
08
$IWL
ISHARES TR
Q1 2026: Exited (was 118.5k shares)
3.7%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 400 shares)
3.3%
10
$SPMO
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 228.0k shares)
3.1%
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 13:14 UTC.