Long-term investor
Allie Family Office LLC @alliefamilyofficellc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001908612).
Record
- Tracked since 2025-06-30 (434 days), 118 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months +10.2% · 1 year +17.7% · all +17.7%
- Max drawdown -0.7% · Sharpe 1.25 · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 19.2% · long · since 2025-06-30
- 464287465 · 11.9% · long · since 2025-06-30
- 922908363 · 7.1% · long · since 2025-06-30
- GLD · 3.6% · long · since 2025-06-30
- 464287234 · 3.6% · long · since 2025-06-30
- 78463X202 · 2.7% · long · since 2025-06-30
- IBIT · 2.4% · long · since 2025-12-31
- 922908553 · 2.3% · long · since 2025-06-30
- 46434G103 · 2.3% · long · since 2025-06-30
- QQQ · 2.3% · long · since 2025-06-30
- IAU · 2.0% · long · since 2025-06-30
- 46432F842 · 1.9% · long · since 2025-06-30
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