Long-term investor
Kwb Wealth @kwbwealth
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001822236).
Record
- Tracked since 2025-06-30 (449 days), 86 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +10.5% · 1 year n/a · all +11.8%
- Max drawdown n/a · win rate 72% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 12.9% · long · since 2025-06-30
- 78464A409 · 8.1% · long · since 2025-06-30
- 78464A508 · 7.1% · long · since 2025-06-30
- 78463X889 · 3.4% · long · since 2025-06-30
- 14021D107 · 3.0% · long · since 2025-06-30
- 09290C103 · 2.6% · long · since 2025-06-30
- 14020W106 · 2.4% · long · since 2025-06-30
- 78464A672 · 2.4% · long · since 2025-12-31
- 19761L706 · 2.4% · long · since 2025-06-30
- 46434G103 · 2.2% · long · since 2025-06-30
- 78468R853 · 2.2% · long · since 2025-06-30
- 78463X509 · 2.1% · long · since 2025-06-30