Long-term investor
Global Wealth Management, LLC @globalwealthmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002039738).
Record
- Tracked since 2025-06-30 (448 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days +6.5% · 6 months n/a · 1 year +12.6% · all +12.6%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46641Q654 · 13.0% · long · since 2025-06-30
- 808524102 · 12.0% · long · since 2025-06-30
- 92203C303 · 11.4% · long · since 2025-06-30
- 808524797 · 10.2% · long · since 2025-06-30
- 464287200 · 8.9% · long · since 2025-06-30
- 921908844 · 6.2% · long · since 2025-06-30
- 464287804 · 5.5% · long · since 2025-06-30
- 922908769 · 4.2% · long · since 2025-06-30
- 464287507 · 3.7% · long · since 2025-06-30
- 922020805 · 3.4% · long · since 2026-03-31
- 46090E103 · 3.0% · long · since 2025-06-30
- 46137V357 · 2.9% · long · since 2025-06-30