Long-term investor
Shp Wealth Management @shpwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001807060).
Record
- Tracked since 2025-12-31 (262 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.7%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 27.2% · long · since 2025-12-31
- 46138E222 · 8.5% · long · since 2025-12-31
- 46434V621 · 6.6% · long · since 2025-12-31
- 464287671 · 6.5% · long · since 2025-12-31
- 92647N535 · 6.2% · long · since 2025-12-31
- 316092113 · 4.9% · long · since 2025-12-31
- 46641Q332 · 4.1% · long · since 2025-12-31
- 78462F103 · 1.8% · long · since 2025-12-31
- 35473P595 · 1.8% · long · since 2025-12-31
- 46435G250 · 1.6% · long · since 2026-03-31
- 46137V464 · 1.5% · long · since 2026-06-30
- AAPL · 1.4% · long · since 2025-12-31