Long-term investor
Global Wealth Strategies & Associates @globalwealthstrategiesas
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001912297).
Record
- Tracked since 2025-12-31 (257 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.0%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 27.4% · long · since 2025-12-31
- IEFA · 9.2% · long · since 2025-12-31
- QQQM · 6.8% · long · since 2025-12-31
- BND · 6.2% · long · since 2025-12-31
- DYNF · 4.9% · long · since 2026-03-31
- VIG · 4.8% · long · since 2025-12-31
- 46090E103 · 4.1% · long · since 2025-12-31
- IJR · 3.0% · long · since 2025-12-31
- XLK · 2.8% · long · since 2025-12-31
- BINC · 2.7% · long · since 2025-12-31
- MUB · 2.4% · long · since 2025-12-31
- SCHA · 2.2% · long · since 2025-12-31