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 (181 days), 78 trades recorded
• Returns: week — · month — · 90 days +14.2% · 6 months — · 1 year — · all +11.4%
• Max drawdown — · win rate 0% · data quality Good
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• 922908769 · 13.7% · long · since 2026-03-31
• 746729300 · 13.1% · long · since 2026-03-31
• 025072877 · 8.6% · long · since 2026-03-31
• 46138G649 · 8.6% · long · since 2026-03-31
• 78464A409 · 7.7% · long · since 2026-03-31
• 46138E222 · 7.5% · long · since 2026-03-31
• 74347B680 · 4.9% · long · since 2026-03-31
• QQQ · 3.1% · long · since 2026-03-31
• 78464A508 · 2.7% · long · since 2026-03-31
• 885155200 · 2.4% · long · since 2026-03-31
• 44053A564 · 2.3% · long · since 2026-03-31
• 464287499 · 2.2% · long · since 2026-03-31

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