Long-term investor
Adg Wealth Management Group, LLC @adgwealthmanagementgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002053824).
Record
- Tracked since 2025-06-30 (441 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days +10.5% · 6 months n/a · 1 year +15.8% · all +15.8%
- Max drawdown n/a · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVW · 21.0% · long · since 2025-06-30
- IVE · 13.6% · long · since 2025-06-30
- RSP · 11.6% · long · since 2025-06-30
- JEPI · 6.9% · long · since 2025-06-30
- JEPQ · 6.4% · long · since 2025-06-30
- VYMI · 5.8% · long · since 2025-06-30
- DGRO · 5.7% · long · since 2025-06-30
- IJH · 4.9% · long · since 2025-06-30
- IVV · 3.7% · long · since 2025-06-30
- IGRO · 3.6% · long · since 2025-06-30
- XLU · 2.6% · long · since 2025-06-30
- IEFA · 1.9% · long · since 2025-06-30