Long-term investor
Ma Private Wealth @maprivatewealth
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767474).
Record
- Tracked since 2025-06-30 (454 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +19.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 12.8% · long · since 2025-06-30
- 464287309 · 8.1% · long · since 2025-06-30
- 09290C103 · 8.0% · long · since 2025-06-30
- 921937835 · 5.9% · long · since 2025-06-30
- 09290C764 · 5.8% · long · since 2026-03-31
- 78464A664 · 5.7% · long · since 2025-06-30
- 46432F339 · 5.7% · long · since 2025-06-30
- 922908744 · 5.6% · long · since 2025-06-30
- 09290C780 · 3.7% · long · since 2025-12-31
- 09290C806 · 3.2% · long · since 2025-06-30
- 78463X509 · 3.2% · long · since 2025-06-30
- 464288877 · 2.7% · long · since 2025-06-30