Long-term investor
Bucket List Wealth Management, LLC @bucketlistwealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002133435).
Record
- Tracked since 2026-03-31 (182 days), 78 trades recorded
- Returns: week n/a · month n/a · 90 days +14.2% · 6 months n/a · 1 year n/a · all +11.4%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 13.7% · long · since 2026-03-31
- PVAL · 13.1% · long · since 2026-03-31
- AVUV · 8.6% · long · since 2026-03-31
- QQQM · 8.6% · long · since 2026-03-31
- SPYG · 7.7% · long · since 2026-03-31
- IDMO · 7.5% · long · since 2026-03-31
- REGL · 4.9% · long · since 2026-03-31
- 46090E103 · 3.1% · long · since 2026-03-31
- SPYV · 2.7% · long · since 2026-03-31
- THIR · 2.4% · long · since 2026-03-31
- DIVN · 2.3% · long · since 2026-03-31
- IWR · 2.2% · long · since 2026-03-31