Long-term investor

Denver Wealth Management, Inc. @denverwealthmanagementin

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001909800).

Record

  • Tracked since 2025-06-30 (431 days), 79 trades recorded
  • Returns: week n/a · month n/a · 90 days +14.4% · 6 months +12.2% · 1 year +20.3% · all +20.3%
  • Max drawdown -3.0% · Sharpe 0.94 · win rate 30% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A854 · 20.9% · long · since 2025-06-30
  • 46138G649 · 18.9% · long · since 2025-06-30
  • 46138G698 · 6.4% · long · since 2025-06-30
  • 52110K400 · 5.7% · long · since 2026-03-31
  • 464287614 · 4.0% · long · since 2025-06-30
  • 33738R506 · 3.9% · long · since 2025-06-30
  • AAPL · 2.5% · long · since 2025-06-30
  • 746729300 · 2.5% · long · since 2026-06-30
  • 46137V472 · 2.4% · long · since 2025-06-30
  • 46137V274 · 2.4% · long · since 2025-06-30
  • 37960A438 · 2.1% · long · since 2025-09-30
  • 78464A409 · 2.1% · long · since 2025-06-30

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