Long-term investor
Endowment Wealth Management, Inc. @endowmentwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001904477).
Record
- Tracked since 2025-06-30 (446 days), 133 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +5.8% · all +5.8%
- Max drawdown n/a · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287150 · 6.0% · long · since 2025-06-30
- 46137V118 · 5.0% · long · since 2025-06-30
- 922908769 · 4.6% · long · since 2025-06-30
- 46138E339 · 4.2% · long · since 2025-06-30
- 46137V241 · 3.7% · long · since 2025-06-30
- 69374H881 · 3.5% · long · since 2025-06-30
- 45409B107 · 3.1% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- 464287671 · 2.7% · long · since 2025-06-30
- 464287465 · 2.7% · long · since 2025-06-30
- 46434V621 · 2.2% · long · since 2025-06-30
- 922042742 · 1.9% · long · since 2025-06-30