Long-term investor

Rooted Wealth Advisors, Inc. @rootedwealthadvisorsinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001963732).

Record

  • Tracked since 2025-06-30 (431 days), 106 trades recorded
  • Returns: week n/a · month n/a · 90 days +3.5% · 6 months +8.8% · 1 year +14.9% · all +14.9%
  • Max drawdown 0.0% · Sharpe 2.09 · win rate 13% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908363 · 13.9% · long · since 2025-06-30
  • 46138E222 · 6.3% · long · since 2025-09-30
  • 78464A409 · 5.6% · long · since 2025-06-30
  • 46434V621 · 4.5% · long · since 2025-06-30
  • 46090A804 · 3.7% · long · since 2025-06-30
  • 316188309 · 3.6% · long · since 2025-06-30
  • 316092840 · 3.5% · long · since 2025-12-31
  • 46138G649 · 3.2% · long · since 2025-06-30
  • 46641Q332 · 2.7% · long · since 2025-06-30
  • 921935607 · 2.4% · long · since 2025-12-31
  • 46431W606 · 2.1% · long · since 2025-06-30
  • 922908629 · 2.1% · long · since 2025-06-30

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