Long-term investor
Affinity Wealth LLC @affinitywealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002111764).
Record
- Tracked since 2025-06-30 (545 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +984.8% · all +8.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524300 · 30.2% · long · since 2025-06-30
- 46641Q753 · 19.7% · long · since 2026-03-31
- 808524755 · 12.3% · long · since 2026-03-31
- 46137V464 · 11.4% · long · since 2025-06-30
- 46138E222 · 11.1% · long · since 2026-03-31
- 464288646 · 7.1% · long · since 2026-03-31
- 78464A607 · 5.6% · long · since 2026-03-31
- IBIT · 1.9% · long · since 2025-06-30
- NVR · 0.2% · long · since 2025-06-30
- XOM · 0.1% · long · since 2025-06-30
- TKR · 0.1% · long · since 2026-06-30
- NOC · 0.1% · long · since 2025-06-30