Long-term investor
Cordatus Wealth Management LLC @cordatuswealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001715862).
Record
- Tracked since 2025-12-31 (257 days), 114 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.6%
- Max drawdown n/a · win rate 6% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IWD · 7.7% · long · since 2025-12-31
- AAPL · 5.9% · long · since 2025-12-31
- AVGO · 4.9% · long · since 2025-12-31
- MSFT · 3.9% · long · since 2025-12-31
- NVDA · 3.6% · long · since 2025-12-31
- GOOG · 3.1% · long · since 2025-12-31
- JPM · 2.6% · long · since 2025-12-31
- SPY · 2.5% · long · since 2025-12-31
- IJT · 2.3% · long · since 2025-12-31
- WMT · 2.0% · long · since 2025-12-31
- VCSH · 1.8% · long · since 2026-03-31
- JNJ · 1.8% · long · since 2025-12-31