Long-term investor

Affinity Wealth Management LLC @affinitywealthmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000810672).

Record

  • Tracked since 2025-06-30 (431 days), 52 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.5% · 6 months +10.6% · 1 year +19.5% · all +19.5%
  • Max drawdown -0.0% · Sharpe 1.22 · win rate 35% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • QQQ · 8.2% · long · since 2025-06-30
  • 46137V464 · 7.0% · long · since 2025-06-30
  • 33738R506 · 6.9% · long · since 2025-06-30
  • 46138E875 · 6.1% · long · since 2026-03-31
  • 78464A631 · 5.7% · long · since 2025-06-30
  • 46137V324 · 5.2% · long · since 2025-06-30
  • 81369Y506 · 4.8% · long · since 2025-06-30
  • 81369Y852 · 4.2% · long · since 2025-06-30
  • STX · 3.9% · long · since 2025-06-30
  • 464287515 · 3.8% · long · since 2026-06-30
  • 33739E108 · 3.5% · long · since 2025-06-30
  • NVDA · 3.3% · long · since 2025-06-30

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