Long-term investor

Smart Wealth LLC @smartwealthllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002044723).

Record

  • Tracked since 2025-06-30 (454 days), 460 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +984.0% · all +984.0%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 72201R577 · 6.3% · long · since 2025-06-30
  • NVDA · 3.3% · long · since 2025-06-30
  • 464287200 · 2.3% · long · since 2025-06-30
  • 78462F103 · 2.1% · long · since 2025-06-30
  • 886365105 · 1.9% · long · since 2025-09-30
  • 886364116 · 1.9% · long · since 2025-09-30
  • 33738R506 · 1.8% · long · since 2025-06-30
  • 46641Q332 · 1.7% · long · since 2025-06-30
  • 46138E339 · 1.6% · long · since 2025-06-30
  • 78470P408 · 1.5% · long · since 2026-06-30
  • 78470P630 · 1.4% · long · since 2025-06-30
  • 78463X889 · 1.4% · long · since 2026-06-30

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