Long-term investor
Integrated Wealth Management @integratedwealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002113155).
Record
- Tracked since 2025-12-31 (265 days), 86 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months n/a · 1 year n/a · all -1.1%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 8.5% · long · since 2025-12-31
- 00888H752 · 6.7% · long · since 2026-06-30
- 00888H737 · 4.9% · long · since 2026-06-30
- 210322608 · 4.6% · long · since 2025-12-31
- 922908736 · 4.3% · long · since 2025-12-31
- 00888H646 · 3.5% · long · since 2026-06-30
- 72201R577 · 3.0% · long · since 2025-12-31
- 09290C103 · 2.6% · long · since 2025-12-31
- 922908744 · 2.5% · long · since 2025-12-31
- AAPL · 2.4% · long · since 2025-12-31
- 09290C764 · 2.4% · long · since 2026-03-31
- 00888H802 · 2.4% · long · since 2025-12-31