Long-term investor
Bernicke Wealth Management, Ltd. @bernickewealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001569863).
Record
- Tracked since 2020-03-31 (2365 days), 180 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year n/a · all +10.0%
- Max drawdown n/a · win rate 50% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V625 · 18.8% · long · since 2025-12-31
- 92206C870 · 17.4% · long · since 2020-03-31
- 25434V799 · 9.6% · long · since 2025-12-31
- 46137V357 · 9.5% · long · since 2025-12-31
- 464288257 · 8.8% · long · since 2020-03-31
- 25434V500 · 8.0% · long · since 2025-12-31
- 46641Q878 · 3.4% · long · since 2025-12-31
- 464288414 · 2.6% · long · since 2020-03-31
- 464288281 · 2.4% · long · since 2020-03-31
- NVDA · 1.3% · long · since 2025-12-31
- AAPL · 1.3% · long · since 2025-12-31
- GOOGL · 1.2% · long · since 2020-03-31