Long-term investor
Bauman Advisory Group, LLC @baumanadvisorygroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002111802).
Record
- Tracked since 2025-12-31 (257 days), 78 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.0%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 19.2% · long · since 2025-12-31
- QQQM · 9.7% · long · since 2025-12-31
- AVLV · 6.1% · long · since 2026-06-30
- GARP · 6.1% · long · since 2026-06-30
- AVDE · 4.9% · long · since 2026-03-31
- BINC · 3.8% · long · since 2025-12-31
- AVUV · 3.2% · long · since 2025-12-31
- AVSC · 3.2% · long · since 2026-03-31
- AVEM · 3.0% · long · since 2026-03-31
- IAUM · 3.0% · long · since 2025-12-31
- AVDV · 3.0% · long · since 2025-12-31
- JEPI · 2.9% · long · since 2025-12-31