Long-term investor

Ptm Wealth Management, LLC @ptmwealthmanagementllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002061027).

Record

  • Tracked since 2025-06-30 (431 days), 31 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.9% · 6 months +2.5% · 1 year +8.4% · all +8.4%
  • Max drawdown -7.5% · Sharpe 0.21 · win rate 57% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 808524771 · 15.8% · long · since 2025-06-30
  • 81369Y803 · 13.3% · long · since 2025-06-30
  • 45783Y855 · 13.2% · long · since 2025-06-30
  • 78467V707 · 9.4% · long · since 2025-06-30
  • 464288307 · 7.0% · long · since 2025-06-30
  • 46434V290 · 6.2% · long · since 2025-06-30
  • 47804J776 · 5.7% · long · since 2026-03-31
  • 69374H881 · 5.0% · long · since 2025-06-30
  • 33734X846 · 4.9% · long · since 2026-03-31
  • 33738R704 · 4.5% · long · since 2026-03-31
  • AAPL · 1.9% · long · since 2025-06-30
  • FBTC · 1.4% · long · since 2025-06-30

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.