Long-term investor

Foguth Wealth Management, Llc. @foguthwealthmanagementll

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002016322).

Record

  • Tracked since 2025-03-31 (539 days), 207 trades recorded
  • Returns: week n/a · month n/a · 90 days -2.1% · 6 months n/a · 1 year +11.4% · all +17.9%
  • Max drawdown n/a · win rate 20% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46641Q332 · 6.4% · long · since 2025-03-31
  • 78433H303 · 6.1% · long · since 2025-06-30
  • 78433H675 · 4.5% · long · since 2025-12-31
  • 46138G649 · 4.5% · long · since 2025-03-31
  • 46436E338 · 3.7% · long · since 2025-12-31
  • 78464A409 · 3.5% · long · since 2025-03-31
  • 81369Y803 · 3.3% · long · since 2025-03-31
  • 46435U861 · 2.5% · long · since 2025-03-31
  • 78464A508 · 2.4% · long · since 2025-03-31
  • 69344A867 · 2.3% · long · since 2025-12-31
  • 808524797 · 2.1% · long · since 2025-03-31
  • 78468R853 · 2.1% · long · since 2025-03-31

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