Call To Action Foundation — AI-Powered 13F Analysis (Q1 2026) with Charts & API

Name: Call To Action Foundation — 13F Holdings, 2026-03-31
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001981942

Concentrated strategyMomentum followerLong-term holder

Total reported value

$511.1M

Reporting period: 2026-03-31 · Number of holdings: 1

Call To Action Foundation disclosed 1 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $511.1M and a quarterly turnover rate of 4.5%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "C"

Personality snowflake

Concentration: 100
Portfolio Stability: 4.51
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/call-to-action-foundation

Recent moves

View source Form 13F filing on SEC.gov

Unchanged VOO
+0.3%　-$23.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

View source Form 13F filing on SEC.gov

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	100.00%	—	+0.32%

Portfolio Performance

Performance for Q3 2026

+3.7%

Performance Last 4 Quarters

+19%

Stdev: +12.4%
Beta: +1
Alpha: 0%
Max Drawdown: -7.6%
Annualized Perf: +18.6%
Batting Avg vs S&P: +51.7%
Sortino: +3.05
Stutzer: +0.43
Treynor: +0.18
Sterling: +1.11
Calmar: +2.46
Information Ratio: +0.19
Tracking Error: +0.2%
Stdev Down: +5.9%
Winning Months %: +65.5%
Losing Months %: +34.5%
Best 12 Months: +31.1%
Worst 12 Months: +8.3%
Efficiency Ratio: +0.58
Sharpe: +1.45
Stdev Sectors: —
Skewness: +0.14
Kurtosis: +0.17
Upside Potential: +4.62

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026 Q1	1	$511.1M	5	1VOO Top holdings2026 Q1 1.VOO
2025 Q4	1	$534.7M	5	1VOO Top holdings2025 Q4 1.VOO
2025 Q3	1	$560.2M	17	1VOO Top holdings2025 Q3 1.VOO
2025 Q2	1	$521.5M	0	1VOO Top holdings2025 Q2 1.VOO
2025 Q1	1	$466.8M	0	1VOO Top holdings2025 Q1 1.VOO
2024 Q4	1	$488.0M	0	1VOO Top holdings2024 Q4 1.VOO
2024 Q3	1	$475.0M	0	1VOO Top holdings2024 Q3 1.VOO
2024 Q2	1	$454.3M	0	1VOO Top holdings2024 Q2 1.VOO
2024 Q1	1	$480.5M	0	1VOO Top holdings2024 Q1 1.VOO
2023 Q4	1	$435.2M	0	1VOO Top holdings2023 Q4 1.VOO

Holding changes this quarter

View source Form 13F filing on SEC.gov

Call To Action Foundation's most significant position changes for 2026-03-31: Add: Vanguard S&p 500 ETF (VOO) — shares +0.32%.

Position changes disclosed by Call To Action Foundation for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VOO	Vanguard S&p 500 ETF	—	+0.32%	Add

Filing History

Period	Filed	Type	EDGAR
2026 Q1	2026-05-14	13F-HR	View on EDGAR
2025 Q4	2026-02-05	13F-HR	View on EDGAR
2025 Q3	2025-11-12	13F-HR	View on EDGAR
2025 Q2	2025-08-08	13F-HR	View on EDGAR
2025 Q1	2025-05-13	13F-HR	View on EDGAR
2024 Q4	2025-02-06	13F-HR	View on EDGAR
2024 Q3	2024-11-01	13F-HR	View on EDGAR
2024 Q2	2024-08-08	13F-HR	View on EDGAR
2024 Q1	2024-05-15	13F-HR	View on EDGAR
2023 Q4	2024-02-14	13F-HR	View on EDGAR

FAQ

What is Call To Action Foundation and what type of investor is it?

Call To Action Foundation is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $511.1M, spread across 1 disclosed positions.

What are Call To Action Foundation's largest equity positions?

Based on the latest 13F filing, Call To Action Foundation's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $511.1M (100.0%)

What changes did Call To Action Foundation make in its most recent portfolio filing?

In the latest quarter, Call To Action Foundation was primarily adding exposure — initiating 0 new positions and adding to 1 existing holdings. The largest of these moves: Add: Vanguard S&p 500 ETF (VOO) — shares +0.32%

What sectors does Call To Action Foundation focus on?

Sector breakdown data is not yet available for Call To Action Foundation. Check back after the next 13F processing cycle.

Peer Institutions

Institutions with a similar AUM

ABLE Financial Group, LLC

CIK 0001977500

Total reported value

$511.1M

206 stks

2026-03-31

Concentration8.3

Portfolio Stability24.0

Sector conviction73.5

AUM within 0.0% of this institution

View detail

Manhattan West Asset Management, LLC

CIK 0001904770

Total reported value

$511.2M

149 stks

2026-03-31

Concentration9.0

Portfolio Stability14.8

Sector conviction58.9

AUM within 0.0% of this institution

View detail

Bernardo Wealth Planning LLC

CIK 0001765595

Total reported value

$510.8M

129 stks

2026-03-31

Concentration17.1

Portfolio Stability9.0

Sector conviction71.7

AUM within 0.0% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Brighton Securities CORP.

CIK 0000014213

Total reported value

$232.8M

50 stks

2026-06-30

Concentration59.2

Portfolio Stability12.9

Sector conviction43.7

Also holds Vanguard S&p 500 ETF as its largest position

View detail

Equitable Trust Co

CIK 0000033250

Total reported value

$2.2B

746 stks

2026-03-31

Concentration8.6

Portfolio Stability18.8

Sector conviction57.3

Also holds Vanguard S&p 500 ETF as its largest position

View detail

New York Life Insurance Co

CIK 0000071633

Total reported value

$490.6M

6 stks

2026-03-31

Concentration100.0

Portfolio Stability15.9

Sector conviction0.0

Also holds Vanguard S&p 500 ETF as its largest position

View detail

Developer Access

Access Call To Action Foundation's institutional profile programmatically:

REST API

curl https://alphasmo.com/api/v1/institutions/call-to-action-foundation

CLI

npx alphasmo institutions get call-to-action-foundation

Full API & MCP documentation →

Call To Action Foundation — AI-Powered 13F Analysis (Q1 2026) with Charts & API

CIK: 0001981942

Concentrated strategyMomentum followerLong-term holder

Total reported value

$511.1M

Reporting period: 2026-03-31 · Number of holdings: 1

Call To Action Foundation disclosed 1 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $511.1M and a quarterly turnover rate of 4.5%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "C"

Personality snowflake

Concentration: 100
Portfolio Stability: 4.51
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/call-to-action-foundation

Recent moves

View source Form 13F filing on SEC.gov

Unchanged VOO
+0.3%　-$23.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

View source Form 13F filing on SEC.gov

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	100.00%	—	+0.32%

Portfolio Performance

Performance for Q3 2026

+3.7%

Performance Last 4 Quarters

+19%

Stdev: +12.4%
Beta: +1
Alpha: 0%
Max Drawdown: -7.6%
Annualized Perf: +18.6%
Batting Avg vs S&P: +51.7%
Sortino: +3.05
Stutzer: +0.43
Treynor: +0.18
Sterling: +1.11
Calmar: +2.46
Information Ratio: +0.19
Tracking Error: +0.2%
Stdev Down: +5.9%
Winning Months %: +65.5%
Losing Months %: +34.5%
Best 12 Months: +31.1%
Worst 12 Months: +8.3%
Efficiency Ratio: +0.58
Sharpe: +1.45
Stdev Sectors: —
Skewness: +0.14
Kurtosis: +0.17
Upside Potential: +4.62

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026 Q1	1	$511.1M	5	1VOO Top holdings2026 Q1 1.VOO
2025 Q4	1	$534.7M	5	1VOO Top holdings2025 Q4 1.VOO
2025 Q3	1	$560.2M	17	1VOO Top holdings2025 Q3 1.VOO
2025 Q2	1	$521.5M	0	1VOO Top holdings2025 Q2 1.VOO
2025 Q1	1	$466.8M	0	1VOO Top holdings2025 Q1 1.VOO
2024 Q4	1	$488.0M	0	1VOO Top holdings2024 Q4 1.VOO
2024 Q3	1	$475.0M	0	1VOO Top holdings2024 Q3 1.VOO
2024 Q2	1	$454.3M	0	1VOO Top holdings2024 Q2 1.VOO
2024 Q1	1	$480.5M	0	1VOO Top holdings2024 Q1 1.VOO
2023 Q4	1	$435.2M	0	1VOO Top holdings2023 Q4 1.VOO

Holding changes this quarter

View source Form 13F filing on SEC.gov

Call To Action Foundation's most significant position changes for 2026-03-31: Add: Vanguard S&p 500 ETF (VOO) — shares +0.32%.

Position changes disclosed by Call To Action Foundation for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VOO	Vanguard S&p 500 ETF	—	+0.32%	Add

Filing History

Period	Filed	Type	EDGAR
2026 Q1	2026-05-14	13F-HR	View on EDGAR
2025 Q4	2026-02-05	13F-HR	View on EDGAR
2025 Q3	2025-11-12	13F-HR	View on EDGAR
2025 Q2	2025-08-08	13F-HR	View on EDGAR
2025 Q1	2025-05-13	13F-HR	View on EDGAR
2024 Q4	2025-02-06	13F-HR	View on EDGAR
2024 Q3	2024-11-01	13F-HR	View on EDGAR
2024 Q2	2024-08-08	13F-HR	View on EDGAR
2024 Q1	2024-05-15	13F-HR	View on EDGAR
2023 Q4	2024-02-14	13F-HR	View on EDGAR

FAQ

What is Call To Action Foundation and what type of investor is it?

What are Call To Action Foundation's largest equity positions?

Based on the latest 13F filing, Call To Action Foundation's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $511.1M (100.0%)

What changes did Call To Action Foundation make in its most recent portfolio filing?

What sectors does Call To Action Foundation focus on?

Sector breakdown data is not yet available for Call To Action Foundation. Check back after the next 13F processing cycle.

Peer Institutions

Institutions with a similar AUM

ABLE Financial Group, LLC

CIK 0001977500

Total reported value

$511.1M

206 stks

2026-03-31

Concentration8.3

Portfolio Stability24.0

Sector conviction73.5

AUM within 0.0% of this institution

View detail

Manhattan West Asset Management, LLC

CIK 0001904770

Total reported value

$511.2M

149 stks

2026-03-31

Concentration9.0

Portfolio Stability14.8

Sector conviction58.9

AUM within 0.0% of this institution

View detail

Bernardo Wealth Planning LLC

CIK 0001765595

Total reported value

$510.8M

129 stks

2026-03-31

Concentration17.1

Portfolio Stability9.0

Sector conviction71.7

AUM within 0.0% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Brighton Securities CORP.

CIK 0000014213

Total reported value

$232.8M

50 stks

2026-06-30

Concentration59.2

Portfolio Stability12.9

Sector conviction43.7

Also holds Vanguard S&p 500 ETF as its largest position

View detail

Equitable Trust Co

CIK 0000033250

Total reported value

$2.2B

746 stks

2026-03-31

Concentration8.6

Portfolio Stability18.8

Sector conviction57.3

Also holds Vanguard S&p 500 ETF as its largest position

View detail

New York Life Insurance Co

CIK 0000071633

Total reported value

$490.6M

6 stks

2026-03-31

Concentration100.0

Portfolio Stability15.9

Sector conviction0.0

Also holds Vanguard S&p 500 ETF as its largest position

View detail

Developer Access

Access Call To Action Foundation's institutional profile programmatically:

REST API

curl https://alphasmo.com/api/v1/institutions/call-to-action-foundation

CLI

npx alphasmo institutions get call-to-action-foundation

Full API & MCP documentation →