Long-term investor
Biltmore Wealth Management, LLC @biltmorewealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001598102).
Record
- Tracked since 2025-06-30 (445 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -2.3% · all -2.3%
- Max drawdown n/a · win rate 45% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- XLK · 12.4% · long · since 2025-06-30
- XLI · 12.4% · long · since 2025-06-30
- XLV · 9.0% · long · since 2025-06-30
- BILZ · 8.3% · long · since 2025-06-30
- XLY · 7.3% · long · since 2025-06-30
- SMMU · 6.7% · long · since 2025-06-30
- XLP · 5.2% · long · since 2025-06-30
- USRT · 4.7% · long · since 2025-06-30
- XLU · 4.4% · long · since 2025-06-30
- XLB · 4.3% · long · since 2025-06-30
- BIL · 3.4% · long · since 2025-06-30
- XLE · 3.0% · long · since 2025-06-30