Long-term investor

Modern Wealth Management, LLC @modernwealthmanagementll

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002001900).

Record

  • Tracked since 2025-06-30 (431 days), 152 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.6% · 6 months +9.7% · 1 year +14.7% · all +14.7%
  • Max drawdown -0.5% · Sharpe 1.09 · win rate 27% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 316188309 · 4.4% · long · since 2025-06-30
  • 46641Q670 · 2.4% · long · since 2025-06-30
  • 78464A854 · 2.4% · long · since 2025-06-30
  • 746729300 · 2.3% · long · since 2025-06-30
  • AAPL · 2.1% · long · since 2025-06-30
  • 47103U845 · 1.8% · long · since 2025-06-30
  • 464287200 · 1.8% · long · since 2025-06-30
  • 78462F103 · 1.7% · long · since 2025-06-30
  • 025072703 · 1.6% · long · since 2025-06-30
  • 46434V282 · 1.6% · long · since 2025-06-30
  • 025072604 · 1.6% · long · since 2025-06-30
  • 922908769 · 1.5% · long · since 2025-06-30

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