Long-term investor
Svrn Asset Management, LLC @svrnassetmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002094004).
Record
- Tracked since 2025-12-31 (261 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.0%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 19.8% · long · since 2025-12-31
- DGRO · 13.7% · long · since 2025-12-31
- VXUS · 12.9% · long · since 2025-12-31
- SPY · 11.7% · long · since 2025-12-31
- SGOV · 6.3% · long · since 2025-12-31
- IQLT · 6.2% · long · since 2025-12-31
- VTIP · 5.0% · long · since 2025-12-31
- ORR · 4.0% · long · since 2025-12-31
- VNQ · 2.3% · long · since 2025-12-31
- BOXX · 2.0% · long · since 2025-12-31
- VEU · 1.9% · long · since 2025-12-31
- TKNZ · 0.9% · long · since 2025-12-31