Long-term investor
Trek Financial, LLC @trekfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001768195).
Record
- Tracked since 2025-06-30 (434 days), 436 trades recorded
- Returns: week n/a · month n/a · 90 days +8.0% · 6 months +5.2% · 1 year +13.2% · all +13.2%
- Max drawdown -2.5% · Sharpe 0.73 · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- XLK · 6.2% · long · since 2025-06-30
- IVV · 2.7% · long · since 2025-06-30
- IEMG · 2.1% · long · since 2025-06-30
- SGOV · 2.1% · long · since 2025-06-30
- IUSB · 2.1% · long · since 2025-06-30
- VOO · 2.1% · long · since 2025-06-30
- XLI · 2.0% · long · since 2025-06-30
- OILK · 1.7% · long · since 2026-03-31
- VUG · 1.7% · long · since 2025-06-30
- XLF · 1.6% · long · since 2025-06-30
- AAPL · 1.5% · long · since 2025-06-30
- XLY · 1.5% · long · since 2025-06-30