Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $41.0M | 7.8% | |
| IEMGIshares Inc | $26.8M | 5.1% | |
| IXUSIshares Tr | $25.3M | 4.8% | |
| IWFIshares Tr | $23.0M | 4.4% | |
| IEFAIshares Tr | $19.4M | 3.7% | |
| IWMIshares Tr | $17.6M | 3.4% | |
| DIVZElevation Series Trust | $16.2M | 3.1% | |
| IJHIshares Tr | $15.9M | 3.0% | |
| IWRIshares Tr | $15.1M | 2.9% | |
| SPYMSpdr Series Trust | $13.6M | 2.6% | |
| VOOVanguard Index Fds | $12.4M | 2.4% | |
| IGIBIshares Tr | $12.3M | 2.4% | |
| FBNDFidelity Merrimack Str Tr | $11.1M | 2.1% | |
| PFDERbb Fund Trust | $10.3M | 2.0% | |
| BIVVanguard Bd Index Fds | $9.8M | 1.9% | |
| VTVanguard Intl Equity Index F | $9.4M | 1.8% | |
| FDLOFidelity Covington Trust | $9.1M | 1.7% | |
| VEAVanguard Tax-managed Fds | $8.7M | 1.7% | |
| GLDSpdr Gold Tr | $8.6M | 1.6% | |
| IVEIshares Tr | $8.2M | 1.6% | |
| FENIFidelity Covington Trust | $6.9M | 1.3% | |
| IVWIshares Tr | $6.2M | 1.2% | |
| BILSpdr Series Trust | $6.2M | 1.2% | |
| MUBIshares Tr | $6.1M | 1.2% | |
| PHYSSprott Asset Management LP | $5.9M | 1.1% |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| March 31, 2026 | −1.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Alongside, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2113496&type=13F-HR&dateb=&owner=include&count=40CIK 2113496
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2113496/000110465926096738/Filed August 14, 2026 · accession 0001104659-26-096738