Long-term investor

Financial Council, LLC @financialcouncilllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001883629).

Record

  • Tracked since 2025-12-31 (249 days), 30 trades recorded
  • Returns: week n/a · month n/a · 90 days +16.1% · 6 months n/a · 1 year n/a · all +12.0%
  • Max drawdown n/a · win rate 20% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 14020X104 · 21.7% · long · since 2025-12-31
  • 464288240 · 9.7% · long · since 2025-12-31
  • 14020G101 · 7.9% · long · since 2025-12-31
  • 464287671 · 5.2% · long · since 2025-12-31
  • 78464A508 · 4.5% · long · since 2025-12-31
  • AAPL · 4.1% · long · since 2025-12-31
  • 464287663 · 3.2% · long · since 2025-12-31
  • 78464A409 · 3.2% · long · since 2025-12-31
  • 46434G103 · 3.0% · long · since 2025-12-31
  • 464287507 · 2.8% · long · since 2025-12-31
  • 25434V708 · 2.5% · long · since 2025-12-31
  • 464287689 · 2.0% · long · since 2025-12-31

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