Long-term investor
Defined Wealth Management, LLC @definedwealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001849518).
Record
- Tracked since 2025-06-30 (448 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days +11.7% · 6 months n/a · 1 year +18.6% · all +18.6%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 5.4% · long · since 2025-06-30
- 31609A404 · 4.6% · long · since 2026-06-30
- 922908736 · 4.3% · long · since 2025-06-30
- 78462F103 · 3.6% · long · since 2025-06-30
- 464287200 · 3.4% · long · since 2025-06-30
- 025072604 · 3.3% · long · since 2026-06-30
- 922908744 · 3.2% · long · since 2025-06-30
- 46090E103 · 2.8% · long · since 2025-06-30
- 33738R118 · 2.7% · long · since 2025-06-30
- 46137V357 · 2.7% · long · since 2025-06-30
- 464287291 · 2.6% · long · since 2025-06-30
- 35473P108 · 2.6% · long · since 2025-06-30