Long-term investor
Lauterbach Financial Advisors, LLC @lauterbachfinancialadvis
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001909828).
Record
- Tracked since 2025-06-30 (449 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +5.6% · 1 year n/a · all +5.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 23.2% · long · since 2025-06-30
- 25434V609 · 11.7% · long · since 2025-06-30
- 25434V880 · 7.1% · long · since 2025-06-30
- 25434V807 · 6.0% · long · since 2025-06-30
- 25434V724 · 6.0% · long · since 2025-06-30
- 02072L532 · 4.1% · long · since 2025-06-30
- JPM · 4.0% · long · since 2025-06-30
- 25434V401 · 3.8% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30
- 025072877 · 2.1% · long · since 2025-06-30
- 025072802 · 1.6% · long · since 2025-06-30
- 92206C706 · 1.5% · long · since 2025-06-30