Long-term investor
Boomfish Wealth Group, LLC @boomfishwealthgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010786).
Record
- Tracked since 2025-06-30 (441 days), 80 trades recorded
- Returns: week n/a · month n/a · 90 days +5.9% · 6 months n/a · 1 year +7.4% · all +7.4%
- Max drawdown n/a · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 3.9% · long · since 2025-06-30
- AGG · 3.7% · long · since 2025-06-30
- BIL · 3.5% · long · since 2025-06-30
- MOAT · 3.4% · long · since 2025-06-30
- AAPL · 3.4% · long · since 2025-06-30
- AMAT · 3.1% · long · since 2025-06-30
- GOOG · 3.0% · long · since 2025-06-30
- TLT · 2.9% · long · since 2025-06-30
- MSFT · 2.8% · long · since 2025-06-30
- KLAC · 2.8% · long · since 2025-06-30
- AMZN · 2.4% · long · since 2025-06-30
- ASML · 2.2% · long · since 2025-06-30