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 (431 days), 84 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.6% · 6 months +11.8% · 1 year +18.4% · all +18.4%
  • Max drawdown -0.8% · Sharpe 1.21 · win rate 17% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • QQQ · 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

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