Long-term investor
Gilpin Wealth Management, LLC @gilpinwealthmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002058144).
Record
- Tracked since 2025-12-31 (257 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.2%
- Max drawdown n/a · win rate 16% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 3.5% · long · since 2025-12-31
- VLUE · 3.2% · long · since 2025-12-31
- FTNT · 3.0% · long · since 2025-12-31
- VTI · 3.0% · long · since 2025-12-31
- IVV · 2.8% · long · since 2025-12-31
- VXF · 2.7% · long · since 2025-12-31
- FLRN · 2.4% · long · since 2025-12-31
- AAPL · 2.3% · long · since 2025-12-31
- GOOGL · 2.1% · long · since 2025-12-31
- SPIB · 1.8% · long · since 2025-12-31
- AOK · 1.8% · long · since 2025-12-31
- BIL · 1.7% · long · since 2025-12-31