Long-term investor
Austin Wealth Management, LLC @austinwealthmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002003112).
Record
- Tracked since 2025-06-30 (434 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days +5.8% · 6 months +9.2% · 1 year +15.6% · all +15.6%
- Max drawdown 0.0% · Sharpe 1.58 · win rate 51% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V104 · 12.3% · long · since 2025-06-30
- 82889N103 · 6.5% · long · since 2025-06-30
- 72202L363 · 6.1% · long · since 2025-06-30
- 025072349 · 5.2% · long · since 2025-06-30
- 25434V203 · 5.2% · long · since 2025-06-30
- 25434V302 · 4.4% · long · since 2025-06-30
- 25434V849 · 3.7% · long · since 2025-06-30
- GLDM · 3.7% · long · since 2025-06-30
- 53700T827 · 3.1% · long · since 2025-06-30
- 025072364 · 2.7% · long · since 2025-06-30
- 72201R866 · 2.6% · long · since 2025-06-30
- 464288661 · 2.5% · long · since 2025-06-30
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