Long-term investor
Flatrock Wealth Partners LLC @flatrockwealthpartnersll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002130067).
Record
- Tracked since 2026-03-31 (182 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months n/a · 1 year n/a · all +8.1%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.5% · long · since 2026-03-31
- 78462F103 · 6.4% · long · since 2026-03-31
- 808524755 · 6.1% · long · since 2026-03-31
- 72201R627 · 4.6% · long · since 2026-03-31
- 78464A375 · 4.2% · long · since 2026-03-31
- 78468R663 · 3.8% · long · since 2026-03-31
- 808524805 · 3.3% · long · since 2026-03-31
- 808524771 · 3.3% · long · since 2026-03-31
- 02072L565 · 3.2% · long · since 2026-03-31
- CTRE · 2.7% · long · since 2026-03-31
- 02072Q358 · 2.1% · long · since 2026-03-31
- NVDA · 2.1% · long · since 2026-03-31