Long-term investor
Bartlett & Co. Wealth Management LLC @bartlettcowealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010186).
Record
- Tracked since 2025-06-30 (448 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days +0.6% · 6 months n/a · 1 year +11.0% · all +11.0%
- Max drawdown n/a · win rate 23% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.0% · long · since 2025-06-30
- 02079K107 · 5.8% · long · since 2025-06-30
- MSFT · 4.6% · long · since 2025-06-30
- 922908363 · 3.1% · long · since 2025-06-30
- JPM · 3.0% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- AMZN · 2.8% · long · since 2025-06-30
- BRK-B · 2.4% · long · since 2025-06-30
- 46432F842 · 2.3% · long · since 2025-06-30
- MA · 2.2% · long · since 2025-06-30
- PG · 1.9% · long · since 2025-06-30
- TJX · 1.9% · long · since 2025-06-30