Long-term investor

Concord Wealth Partners @concordwealthpartners

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001814214).

Record

  • Tracked since 2025-06-30 (431 days), 32 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.8% · 6 months +7.5% · 1 year +13.2% · all +13.2%
  • Max drawdown -1.1% · Sharpe 1.03 · win rate 52% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 4.6% · long · since 2025-06-30
  • 78463X889 · 4.5% · long · since 2025-06-30
  • 78470P846 · 4.0% · long · since 2025-06-30
  • 78464A474 · 3.9% · long · since 2025-06-30
  • 78464A672 · 3.9% · long · since 2025-06-30
  • 78464A375 · 3.9% · long · since 2025-06-30
  • 92206C102 · 3.8% · long · since 2025-12-31
  • 78464A409 · 3.0% · long · since 2025-06-30
  • 025072604 · 2.7% · long · since 2025-06-30
  • AAPL · 2.3% · long · since 2025-06-30
  • 25434V401 · 1.7% · long · since 2025-06-30
  • MSFT · 1.6% · long · since 2025-06-30

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