Long-term investor
Cfg Wealth Management Services, Inc. @cfgwealthmanagementservi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002133547).
Record
- Tracked since 2026-03-31 (182 days), 119 trades recorded
- Returns: week n/a · month n/a · 90 days +0.1% · 6 months n/a · 1 year n/a · all n/a
- Max drawdown n/a · win rate 23% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHZ · 12.9% · long · since 2026-03-31
- SCHF · 8.5% · long · since 2026-03-31
- SCHB · 7.4% · long · since 2026-03-31
- SPLV · 6.6% · long · since 2026-03-31
- BND · 6.2% · long · since 2026-03-31
- SCYB · 5.6% · long · since 2026-03-31
- SCHE · 4.9% · long · since 2026-03-31
- SCHO · 4.7% · long · since 2026-03-31
- SCHA · 4.1% · long · since 2026-03-31
- SCHV · 4.1% · long · since 2026-03-31
- SCHM · 4.0% · long · since 2026-03-31
- SCHG · 3.7% · long · since 2026-03-31