Long-term investor

Avid Wealth Partners LLC @avidwealthpartnersllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001992344).

Record

  • Tracked since 2025-06-30 (434 days), 97 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.8% · 6 months +12.4% · 1 year +23.1% · all +23.1%
  • Max drawdown -1.5% · Sharpe 1.31 · win rate 39% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 09290C103 · 17.4% · long · since 2025-06-30
  • 09290C764 · 6.7% · long · since 2026-06-30
  • 921910840 · 6.5% · long · since 2025-06-30
  • 37954Y871 · 6.5% · long · since 2025-06-30
  • GLDM · 6.3% · long · since 2025-06-30
  • 09290C780 · 5.5% · long · since 2025-06-30
  • 464287200 · 5.2% · long · since 2025-06-30
  • 464287309 · 4.4% · long · since 2025-06-30
  • 46434G103 · 3.9% · long · since 2025-06-30
  • 87975E834 · 3.9% · long · since 2026-06-30
  • 02072L607 · 3.3% · long · since 2025-12-31
  • 97717W851 · 2.6% · long · since 2025-06-30

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