Long-term investor

Entrewealth, LLC @entrewealthllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002052200).

Record

  • Tracked since 2025-06-30 (448 days), 139 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +16.3% · all +16.3%
  • Max drawdown n/a · win rate 6% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 25434V104 · 10.1% · long · since 2025-06-30
  • 25434V203 · 4.9% · long · since 2025-06-30
  • 82889N103 · 4.4% · long · since 2025-06-30
  • 25434V849 · 4.1% · long · since 2025-06-30
  • 25434V302 · 4.0% · long · since 2025-06-30
  • 72202L363 · 3.7% · long · since 2025-06-30
  • 025072349 · 3.1% · long · since 2025-06-30
  • GLDM · 2.9% · long · since 2025-06-30
  • 78468R663 · 2.7% · long · since 2025-06-30
  • 25434V625 · 2.4% · long · since 2025-09-30
  • 25434V708 · 2.1% · long · since 2025-06-30
  • 025072364 · 1.9% · long · since 2025-06-30

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