Long-term investor
Advisor Resource Council @advisorresourcecouncil
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001820879).
Record
- Tracked since 2025-06-30 (441 days), 517 trades recorded
- Returns: week n/a · month n/a · 90 days +11.0% · 6 months n/a · 1 year +18.7% · all +18.7%
- Max drawdown n/a · win rate 4% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 28.3% · long · since 2025-06-30
- 46090E103 · 4.3% · long · since 2025-06-30
- RSP · 3.8% · long · since 2025-06-30
- AAPL · 2.5% · long · since 2025-06-30
- JPM · 1.7% · long · since 2025-06-30
- XLK · 1.6% · long · since 2025-06-30
- NVDA · 1.5% · long · since 2025-06-30
- BUFR · 1.5% · long · since 2025-06-30
- GLD · 1.1% · long · since 2025-06-30
- MU · 1.1% · long · since 2025-06-30
- EWJ · 1.0% · long · since 2025-06-30
- MSFT · 0.9% · long · since 2025-06-30