Long-term investor
Truewealth Financial Partners @truewealthfinancialpartn
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001908108).
Record
- Tracked since 2025-06-30 (454 days), 242 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +904.4% · all +904.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 22.6% · long · since 2025-06-30
- 922908611 · 9.6% · long · since 2025-06-30
- 921943858 · 8.6% · long · since 2025-06-30
- 922042858 · 6.6% · long · since 2025-06-30
- 92206C102 · 6.6% · long · since 2025-06-30
- 921937835 · 6.1% · long · since 2025-06-30
- MSFT · 5.3% · long · since 2025-06-30
- 92204A306 · 5.3% · long · since 2025-06-30
- 922908553 · 4.6% · long · since 2025-06-30
- 92204A504 · 4.6% · long · since 2025-06-30
- 922908629 · 4.5% · long · since 2025-06-30
- 92204A207 · 4.1% · long · since 2025-06-30