Long-term investor
Smith Partners Wealth Management, LLC @smithpartnerswealthmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002111036).
Record
- Tracked since 2025-12-31 (264 days), 59 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.0%
- Max drawdown n/a · win rate 44% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908736 · 10.5% · long · since 2025-12-31
- 922908363 · 10.2% · long · since 2025-12-31
- 46432F842 · 9.1% · long · since 2025-12-31
- 72201R866 · 6.7% · long · since 2025-12-31
- 922908629 · 6.5% · long · since 2025-12-31
- 78464A508 · 4.2% · long · since 2025-12-31
- 922908751 · 3.8% · long · since 2025-12-31
- 921908844 · 3.2% · long · since 2025-12-31
- AAPL · 3.0% · long · since 2025-12-31
- 921946810 · 2.8% · long · since 2025-12-31
- 92189F486 · 2.2% · long · since 2025-12-31
- 46436E718 · 2.2% · long · since 2025-12-31