Long-term investor
Financial Council, LLC @financialcouncilllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001883629).
Record
- Tracked since 2025-06-30 (477 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days -0.8% · 6 months +5.7% · 1 year +32.0% · all +32.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 14020X104 · 21.7% · long · since 2025-06-30
- 464288240 · 9.7% · long · since 2025-06-30
- 14020G101 · 7.9% · long · since 2025-06-30
- 464287671 · 5.2% · long · since 2025-06-30
- 78464A508 · 4.5% · long · since 2025-06-30
- AAPL · 4.1% · long · since 2025-06-30
- 464287663 · 3.2% · long · since 2025-06-30
- 78464A409 · 3.2% · long · since 2025-06-30
- 46434G103 · 3.0% · long · since 2025-06-30
- 464287507 · 2.8% · long · since 2025-06-30
- 25434V708 · 2.5% · long · since 2025-06-30
- 464287689 · 2.0% · long · since 2025-06-30