Weaver Consulting Group
Annual return
—
SPY
—
Alpha
—
Invested
$419.6M
Holdings
274
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 35%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DIVZ
ELEVATION SERIES TRUST
Held since at least Q1 2024
6.9%
02
$TFLO
ISHARES TR
Held since at least Q1 2024
4.6%
03
$QUAL
ISHARES TR
Held since at least Q1 2024
4.5%
04
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
2.7%
05
$BOXX
EA SERIES TRUST
Held since at least Q1 2024
2.6%
06
$JAAA
JANUS DETROIT STR TR
Held since at least Q1 2024
2.3%
07
$AAPL
APPLE INC
Held since at least Q1 2024
2.3%
08
$AOM
ISHARES TR
Held since at least Q1 2024
2.0%
09
$UYLD
ANGEL OAK FUNDS TRUST
Held since at least Q1 2024
1.9%
10
$VIG
VANGUARD SPECIALIZED FUNDS
Held since at least Q1 2024
1.9%
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 · Last refreshed 11:49 UTC.