Long-term investor
Mfg Wealth Management, Inc. @mfgwealthmanagementinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002053046).
Record
- Tracked since 2025-06-30 (448 days), 163 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months n/a · 1 year +11.9% · all +11.9%
- Max drawdown n/a · win rate 15% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 74347X799 · 3.5% · long · since 2025-06-30
- IBM · 3.1% · long · since 2025-12-31
- 808524631 · 2.8% · long · since 2025-09-30
- 81369Y886 · 2.8% · long · since 2025-06-30
- RKT · 2.6% · long · since 2025-06-30
- GLW · 2.6% · long · since 2025-06-30
- LLY · 2.6% · long · since 2025-06-30
- AMZN · 2.5% · long · since 2025-06-30
- SOFI · 2.4% · long · since 2025-06-30
- UPS · 2.4% · long · since 2025-06-30
- MSFT · 2.3% · long · since 2025-06-30
- 808524698 · 2.2% · long · since 2025-09-30