Long-term investor
Todd Wealth Management, LLC @toddwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002157683).
Record
- Tracked since 2025-12-31 (287 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days +0.7% · 6 months -1.2% · 1 year n/a · all -1.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 09258G104 · 6.0% · long · since 2025-12-31
- NVDA · 6.0% · long · since 2025-12-31
- RMT · 5.3% · long · since 2025-12-31
- 155123102 · 4.3% · long · since 2025-12-31
- AAPL · 4.0% · long · since 2025-12-31
- 92189F676 · 3.9% · long · since 2025-12-31
- 45782C805 · 3.3% · long · since 2025-12-31
- 92204A702 · 3.2% · long · since 2025-12-31
- AVGO · 3.0% · long · since 2025-12-31
- TSM · 2.6% · long · since 2025-12-31
- BRK-B · 2.3% · long · since 2025-12-31
- AMD · 2.3% · long · since 2025-12-31