Long-term investor
Rfg - Bristol Wealth Advisors, LLC @rfgbristolwealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055104).
Record
- Tracked since 2025-06-30 (450 days), 119 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.4% · 1 year n/a · all -0.1%
- Max drawdown n/a · win rate 41% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 11.8% · long · since 2025-06-30
- 78463X889 · 7.7% · long · since 2025-06-30
- 464287507 · 3.7% · long · since 2025-06-30
- 808524706 · 3.3% · long · since 2025-09-30
- 78464A128 · 3.3% · long · since 2025-06-30
- 092528876 · 2.8% · long · since 2025-09-30
- 69344A800 · 2.8% · long · since 2025-09-30
- CAT · 2.5% · long · since 2025-06-30
- 092528603 · 2.5% · long · since 2025-09-30
- 74255Y607 · 2.4% · long · since 2025-09-30
- 78467V103 · 2.3% · long · since 2025-09-30
- KO · 2.1% · long · since 2025-06-30