Long-term investor
Midland Wealth Advisors, LLC @midlandwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001990058).
Record
- Tracked since 2025-06-30 (434 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months +8.9% · 1 year +14.3% · all +14.3%
- Max drawdown -0.6% · Sharpe 1.03 · win rate 48% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 19.5% · long · since 2025-06-30
- MBB · 11.2% · long · since 2025-06-30
- JAAA · 8.7% · long · since 2025-06-30
- IEFA · 8.4% · long · since 2025-06-30
- EDV · 5.0% · long · since 2025-06-30
- IEMG · 4.7% · long · since 2025-06-30
- KOMP · 3.8% · long · since 2025-09-30
- JQUA · 3.3% · long · since 2025-06-30
- MGNR · 3.2% · long · since 2025-09-30
- IVW · 3.1% · long · since 2025-06-30
- IJH · 2.9% · long · since 2025-06-30
- EMBX · 2.7% · long · since 2026-03-31