Long-term investor

Correct Capital Wealth Management @correctcapitalwealthmana

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844835).

Record

  • Tracked since 2025-12-31 (257 days), 27 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.4%
  • Max drawdown n/a · win rate 13% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • ITOT · 15.5% · long · since 2025-12-31
  • AVDE · 12.5% · long · since 2025-12-31
  • AVUS · 9.6% · long · since 2025-12-31
  • FBND · 6.9% · long · since 2025-12-31
  • QQQM · 6.6% · long · since 2025-12-31
  • PYLD · 5.3% · long · since 2025-12-31
  • AVUV · 4.5% · long · since 2025-12-31
  • UBND · 4.4% · long · since 2025-12-31
  • AVEM · 4.3% · long · since 2025-12-31
  • JGRO · 3.3% · long · since 2025-12-31
  • DGRO · 1.9% · long · since 2025-12-31
  • AAPL · 1.2% · long · since 2025-12-31

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