Long-term investor
Seacrest Wealth Management, LLC @seacrestwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001728121).
Record
- Tracked since 2025-06-30 (434 days), 136 trades recorded
- Returns: week n/a · month n/a · 90 days +11.4% · 6 months +10.0% · 1 year +22.3% · all +22.3%
- Max drawdown -4.6% · Sharpe 1.06 · win rate 37% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.8% · long · since 2025-06-30
- GOOGL · 6.7% · long · since 2025-06-30
- 02079K107 · 4.2% · long · since 2025-06-30
- NVDA · 4.0% · long · since 2025-06-30
- AVGO · 2.1% · long · since 2025-06-30
- AMZN · 1.9% · long · since 2025-06-30
- QQQ · 1.9% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30
- LLY · 1.8% · long · since 2025-06-30
- 922908363 · 1.1% · long · since 2025-06-30
- 78462F103 · 1.1% · long · since 2025-06-30
- META · 1.1% · long · since 2025-06-30
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