Long-term investor

Dwm Financial Group, Inc. @dwmfinancialgroupinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001759545).

Record

  • Tracked since 2020-09-30 (2167 days), 50 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.2% · 6 months n/a · 1 year n/a · all +8.2%
  • Max drawdown n/a · win rate 58% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 33740F615 · 26.1% · long · since 2026-06-30
  • 464285204 · 13.0% · long · since 2026-06-30
  • HTD · 11.9% · long · since 2020-09-30
  • 025072877 · 7.6% · long · since 2026-06-30
  • 92206C706 · 6.4% · long · since 2026-06-30
  • 46139W783 · 5.9% · long · since 2026-06-30
  • 29287L205 · 5.5% · long · since 2026-06-30
  • QQQ · 3.1% · long · since 2020-09-30
  • 46139W825 · 2.9% · long · since 2026-06-30
  • 46139W858 · 2.0% · long · since 2026-06-30
  • 318910106 · 1.8% · long · since 2020-09-30
  • GDLC · 1.8% · long · since 2026-06-30

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