Long-term investor
Bay Harbor Wealth Management, LLC @bayharborwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767989).
Record
- Tracked since 2025-06-30 (441 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days +8.9% · 6 months n/a · 1 year +14.7% · all +14.7%
- Max drawdown n/a · win rate 18% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 9.1% · long · since 2025-06-30
- DFAU · 8.5% · long · since 2025-06-30
- IUSB · 6.3% · long · since 2025-06-30
- VUG · 5.6% · long · since 2025-06-30
- VEA · 5.2% · long · since 2025-06-30
- VTV · 3.9% · long · since 2025-06-30
- IVW · 3.8% · long · since 2025-06-30
- DYNF · 3.6% · long · since 2025-06-30
- BNDX · 3.5% · long · since 2025-06-30
- BSV · 3.2% · long · since 2025-06-30
- IVE · 3.2% · long · since 2025-06-30
- DFSD · 2.8% · long · since 2025-06-30