Long-term investor
Addison Advisors LLC @addisonadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001843745).
Record
- Tracked since 2025-06-30 (441 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days +7.9% · 6 months n/a · 1 year +13.0% · all +13.0%
- Max drawdown n/a · win rate 41% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VIG · 6.3% · long · since 2025-06-30
- VTIP · 5.0% · long · since 2025-06-30
- VLUE · 4.4% · long · since 2025-06-30
- VUG · 4.3% · long · since 2025-06-30
- VGIT · 4.0% · long · since 2025-06-30
- VIGI · 3.5% · long · since 2025-06-30
- DFUV · 3.4% · long · since 2025-06-30
- VCRB · 3.2% · long · since 2025-06-30
- BNDX · 2.6% · long · since 2025-06-30
- VOT · 2.6% · long · since 2025-06-30
- DFIS · 1.9% · long · since 2025-06-30
- DFIV · 1.8% · long · since 2025-06-30