Ion Asset Management Ltd.
Annual return '25
+14.6%
SPY '25
+17.7%
Alpha
-3.1ptsvs SPY
Invested
$3.2B
Holdings
738
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
6.8%
02
$DGRO
ISHARES TR
Held since at least Q1 2024
4.1%
03
$VOT
VANGUARD INDEX FDS
Held since at least Q1 2024
3.0%
04
$VOE
VANGUARD INDEX FDS
Held since at least Q1 2024
3.0%
05
$JGRO
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
2.3%
06
$JAVA
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
2.3%
07
$IVV
ISHARES TR
Held since at least Q1 2024
2.0%
08
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: New position (60.7k shares)
1.7%
09
$IMCG
ISHARES TR
Held since at least Q1 2024
1.6%
10
$AAPL
APPLE INC
Q1 2026: New position (25.8k shares)
1.5%
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.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:46 UTC.