Long-term investor
Freestone Capital Holdings, LLC @freestonecapitalholdings
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001470876).
Record
- Tracked since 2025-06-30 (441 days), 99 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +3.8% · all +3.8%
- Max drawdown n/a · win rate 9% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 13.9% · long · since 2025-12-31
- VEA · 5.4% · long · since 2025-12-31
- MSFT · 4.6% · long · since 2025-12-31
- AAPL · 4.0% · long · since 2025-12-31
- NVDA · 4.0% · long · since 2025-12-31
- SPY · 3.0% · long · since 2025-12-31
- AMZN · 2.9% · long · since 2025-12-31
- AGG · 2.8% · long · since 2025-12-31
- BSV · 2.7% · long · since 2025-12-31
- VWO · 2.7% · long · since 2025-12-31
- GOOGL · 2.4% · long · since 2025-12-31
- VOO · 1.8% · long · since 2025-12-31