Long-term investor
Focus Partners Wealth @focuspartnerswealth
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001542153).
Record
- Tracked since 2025-06-30 (448 days), 57 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months n/a · 1 year +13.2% · all +13.2%
- Max drawdown n/a · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.0% · long · since 2025-06-30
- NVDA · 2.5% · long · since 2025-06-30
- 81369Y803 · 2.5% · long · since 2025-06-30
- MSFT · 1.9% · long · since 2025-06-30
- 25434V708 · 1.9% · long · since 2025-06-30
- 922908363 · 1.9% · long · since 2025-06-30
- 464287200 · 1.9% · long · since 2025-06-30
- 78462F103 · 1.7% · long · since 2025-06-30
- AMZN · 1.7% · long · since 2025-06-30
- GOOGL · 1.5% · long · since 2025-06-30
- 02079K107 · 1.4% · long · since 2025-06-30
- 464287150 · 1.4% · long · since 2025-06-30