Long-term investor
Entruity Wealth, LLC @entruitywealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001719303).
Record
- Tracked since 2025-06-30 (446 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days +3.4% · 6 months n/a · 1 year +15.8% · all +15.8%
- Max drawdown n/a · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 14020W106 · 13.8% · long · since 2025-06-30
- 14020Y300 · 11.3% · long · since 2025-06-30
- 14020V108 · 5.9% · long · since 2025-06-30
- 14021L109 · 5.1% · long · since 2025-06-30
- 922908769 · 4.9% · long · since 2026-06-30
- 14020Y102 · 4.4% · long · since 2025-06-30
- 85207K107 · 4.4% · long · since 2025-06-30
- 14020X104 · 3.6% · long · since 2025-06-30
- CVX · 3.0% · long · since 2025-06-30
- 922020755 · 3.0% · long · since 2026-06-30
- 922020730 · 3.0% · long · since 2026-06-30
- 85207H104 · 2.8% · long · since 2025-06-30