Long-term investor
Power Wealth Management LLC @powerwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002001039).
Record
- Tracked since 2025-06-30 (434 days), 86 trades recorded
- Returns: week n/a · month n/a · 90 days +5.1% · 6 months +3.7% · 1 year +7.3% · all +7.3%
- Max drawdown -3.0% · Sharpe 0.28 · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FBND · 13.5% · long · since 2025-06-30
- VMBS · 10.6% · long · since 2025-06-30
- VCIT · 7.9% · long · since 2025-06-30
- SPYV · 5.9% · long · since 2025-06-30
- SCHF · 5.5% · long · since 2025-06-30
- SPYG · 5.4% · long · since 2025-06-30
- JEPI · 3.9% · long · since 2025-06-30
- VGIT · 3.6% · long · since 2025-06-30
- TBLL · 3.0% · long · since 2025-06-30
- IVV · 2.5% · long · since 2025-06-30
- SCHE · 2.4% · long · since 2025-06-30
- JPIB · 2.4% · long · since 2025-09-30