Long-term investor

Abound Wealth Management @aboundwealthmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001950323).

Record

  • Tracked since 2025-06-30 (431 days), 15 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.5% · 6 months +12.2% · 1 year +20.7% · all +20.7%
  • Max drawdown -2.0% · Sharpe 1.13 · win rate 29% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287804 · 14.4% · long · since 2025-06-30
  • 464287226 · 10.0% · long · since 2025-06-30
  • 921943858 · 7.4% · long · since 2025-06-30
  • 464287200 · 6.4% · long · since 2025-06-30
  • 922908637 · 6.0% · long · since 2025-06-30
  • 46434G103 · 5.6% · long · since 2025-06-30
  • 808524201 · 4.7% · long · since 2025-06-30
  • 922908363 · 4.5% · long · since 2025-06-30
  • 922908751 · 4.0% · long · since 2025-06-30
  • 922908769 · 3.4% · long · since 2025-06-30
  • 78462F103 · 2.4% · long · since 2025-06-30
  • AAPL · 2.2% · long · since 2025-06-30

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