Long-term investor
National Wealth Management Group, LLC @nationalwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001977723).
Record
- Tracked since 2025-06-30 (448 days), 415 trades recorded
- Returns: week n/a · month n/a · 90 days +9.4% · 6 months n/a · 1 year +19.3% · all +19.3%
- Max drawdown n/a · win rate 17% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 7.0% · long · since 2025-06-30
- 464287200 · 3.4% · long · since 2025-06-30
- NVDA · 3.3% · long · since 2025-06-30
- 46435G326 · 3.2% · long · since 2025-06-30
- 87283Q867 · 3.2% · long · since 2025-06-30
- 46090E103 · 2.6% · long · since 2025-06-30
- 464287507 · 2.3% · long · since 2025-06-30
- 87283Q107 · 2.0% · long · since 2025-06-30
- 78468R663 · 1.9% · long · since 2025-06-30
- 14022A102 · 1.8% · long · since 2025-09-30
- AAPL · 1.7% · long · since 2025-06-30
- 512807306 · 1.6% · long · since 2025-06-30