Long-term investor
Carsonallaria Wealth Management, Ltd. @carsonallariawealthmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001900946).
Record
- Tracked since 2025-06-30 (454 days), 67 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +898.2% · all +898.2%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A409 · 12.9% · long · since 2025-06-30
- 78464A508 · 11.7% · long · since 2025-06-30
- 25434V401 · 10.1% · long · since 2025-06-30
- 46435G326 · 6.5% · long · since 2025-06-30
- 78464A300 · 6.1% · long · since 2025-06-30
- 25434V500 · 4.5% · long · since 2025-06-30
- 78464A847 · 3.4% · long · since 2025-06-30
- 46434G103 · 3.3% · long · since 2025-06-30
- 25434V724 · 3.3% · long · since 2025-06-30
- 72201R775 · 3.3% · long · since 2025-06-30
- 72201R585 · 3.1% · long · since 2025-06-30
- 72201R718 · 3.1% · long · since 2025-06-30