Long-term investor

Hb Wealth Management, LLC @hbwealthmanagementllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911253).

Record

  • Tracked since 2025-06-30 (431 days), 36 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.9% · 6 months +9.1% · 1 year +15.1% · all +15.1%
  • Max drawdown -3.2% · Sharpe 0.80 · win rate 19% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908769 · 17.3% · long · since 2025-06-30
  • 921908844 · 7.7% · long · since 2025-06-30
  • 025072885 · 4.3% · long · since 2025-06-30
  • 46641Q670 · 4.1% · long · since 2025-06-30
  • 921909768 · 4.0% · long · since 2025-06-30
  • 46641Q837 · 2.8% · long · since 2025-06-30
  • AAPL · 2.6% · long · since 2025-06-30
  • 78462F103 · 2.0% · long · since 2025-06-30
  • 464287309 · 1.7% · long · since 2025-06-30
  • 78464A409 · 1.6% · long · since 2025-06-30
  • 90139K100 · 1.5% · long · since 2025-06-30
  • HD · 1.3% · long · since 2025-06-30

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