Long-term investor
Oakwell Private Wealth Management, LLC @oakwellprivatewealthmana
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844024).
Record
- Tracked since 2025-06-30 (449 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +3.6% · 1 year n/a · all +0.3%
- Max drawdown n/a · win rate 44% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 33.8% · long · since 2025-06-30
- 921943858 · 12.5% · long · since 2025-06-30
- 25434V732 · 7.0% · long · since 2025-06-30
- 464287804 · 5.5% · long · since 2025-06-30
- 025072877 · 4.9% · long · since 2025-06-30
- 464287150 · 3.1% · long · since 2025-06-30
- 025072802 · 3.0% · long · since 2025-06-30
- 25434V575 · 2.8% · long · since 2025-09-30
- NVDA · 2.0% · long · since 2025-06-30
- 808524854 · 1.8% · long · since 2025-06-30
- 92206C409 · 1.6% · long · since 2025-06-30
- 808524201 · 1.6% · long · since 2025-06-30