Long-term investor
Mbe Wealth Management, LLC @mbewealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001775850).
Record
- Tracked since 2025-06-30 (457 days), 84 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +4.3% · 1 year +15.6% · all +15.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 12.2% · long · since 2025-06-30
- 922908751 · 10.4% · long · since 2025-06-30
- 78464A508 · 9.8% · long · since 2025-06-30
- 464287200 · 4.8% · long · since 2025-06-30
- 26922A222 · 4.6% · long · since 2025-06-30
- 26922B709 · 3.1% · long · since 2025-06-30
- 26922A388 · 2.9% · long · since 2025-06-30
- 808524870 · 2.7% · long · since 2025-06-30
- 26922A446 · 2.1% · long · since 2025-06-30
- 26922B535 · 2.1% · long · since 2025-06-30
- 41653L305 · 1.9% · long · since 2025-06-30
- 808524797 · 1.8% · long · since 2025-06-30