Long-term investor
Grand Wealth Management, LLC @grandwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001939443).
Record
- Tracked since 2025-12-31 (257 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days +10.6% · 6 months n/a · 1 year n/a · all +10.8%
- Max drawdown n/a · win rate 27% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAC · 34.6% · long · since 2025-12-31
- AVDE · 11.1% · long · since 2025-12-31
- DFAX · 6.8% · long · since 2025-12-31
- AVUS · 6.6% · long · since 2025-12-31
- AVEM · 6.4% · long · since 2025-12-31
- DFGP · 4.5% · long · since 2025-12-31
- VCRB · 3.3% · long · since 2025-12-31
- ITOT · 3.3% · long · since 2025-12-31
- DFIC · 3.2% · long · since 2025-12-31
- VCSH · 3.1% · long · since 2025-12-31
- DFAR · 2.4% · long · since 2025-12-31
- IEMG · 2.2% · long · since 2025-12-31