Long-term investor
Marrick Wealth, LLC @marrickwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002109850).
Record
- Tracked since 2025-12-31 (261 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +9.8%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAC · 24.8% · long · since 2025-12-31
- DFAX · 17.4% · long · since 2025-12-31
- AVUS · 10.7% · long · since 2025-12-31
- DFCF · 5.7% · long · since 2025-12-31
- AVDE · 5.5% · long · since 2025-12-31
- DFGP · 3.5% · long · since 2025-12-31
- DFIC · 2.1% · long · since 2025-12-31
- AVIG · 1.9% · long · since 2025-12-31
- AVEM · 1.9% · long · since 2025-12-31
- AVRE · 1.8% · long · since 2025-12-31
- DFAT · 1.7% · long · since 2025-12-31
- DCOR · 1.5% · long · since 2025-12-31