Long-term investor
Truewealth Advisors, LLC @truewealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001817714).
Record
- Tracked since 2025-06-30 (434 days), 137 trades recorded
- Returns: week n/a · month n/a · 90 days +9.4% · 6 months +9.1% · 1 year +14.8% · all +14.8%
- Max drawdown -0.4% · Sharpe 0.97 · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 886364231 · 9.0% · long · since 2025-06-30
- 316188309 · 6.3% · long · since 2025-06-30
- SPY · 5.8% · long · since 2025-06-30
- 14020Y300 · 4.9% · long · since 2025-06-30
- 233051200 · 4.4% · long · since 2025-06-30
- QQQ · 3.2% · long · since 2025-06-30
- 26922A388 · 3.1% · long · since 2025-06-30
- 78464A508 · 3.0% · long · since 2025-12-31
- 33741X102 · 2.7% · long · since 2025-06-30
- 45259A258 · 2.6% · long · since 2025-12-31
- 02072L607 · 2.4% · long · since 2025-06-30
- 46435G524 · 1.8% · long · since 2025-06-30
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