Long-term investor
Daybright Advisory Services, Inc. @daybrightadvisoryservice
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002107111).
Record
- Tracked since 2025-12-31 (257 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.1%
- Max drawdown n/a · win rate 7% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 14.5% · long · since 2025-12-31
- NVDA · 9.7% · long · since 2025-12-31
- AGG · 9.2% · long · since 2025-12-31
- FBCG · 4.8% · long · since 2025-12-31
- AAPL · 4.1% · long · since 2025-12-31
- GOOGL · 3.2% · long · since 2025-12-31
- MU · 2.6% · long · since 2025-12-31
- VYM · 2.5% · long · since 2025-12-31
- VOO · 2.3% · long · since 2025-12-31
- AVGO · 2.2% · long · since 2025-12-31
- SPY · 2.0% · long · since 2025-12-31
- MSFT · 1.7% · long · since 2025-12-31