Long-term investor
Aureum Wealth Management, LLC @aureumwealthmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002093444).
Record
- Tracked since 2025-12-31 (262 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.9%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A409 · 9.0% · long · since 2025-12-31
- 78464A508 · 8.4% · long · since 2025-12-31
- 46432F842 · 8.2% · long · since 2025-12-31
- 464288588 · 5.5% · long · since 2025-12-31
- 46641Q332 · 4.1% · long · since 2025-12-31
- 46429B663 · 3.8% · long · since 2025-12-31
- GLDM · 3.7% · long · since 2025-12-31
- 78464A854 · 3.4% · long · since 2025-12-31
- 33738D788 · 3.4% · long · since 2026-03-31
- 464287804 · 3.2% · long · since 2025-12-31
- 464287507 · 3.1% · long · since 2025-12-31
- 46429B697 · 3.0% · long · since 2025-12-31