Long-term investor
Trustwell Financial Advisors, LLC @trustwellfinancialadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002133429).
Record
- Tracked since 2025-12-31 (264 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days +1.7% · 6 months n/a · 1 year n/a · all +4.9%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 316188309 · 11.6% · long · since 2025-12-31
- 85207H104 · 8.3% · long · since 2025-12-31
- 025072349 · 8.2% · long · since 2025-12-31
- 02507A507 · 8.1% · long · since 2025-12-31
- 85208R101 · 6.2% · long · since 2025-12-31
- 758849103 · 5.0% · long · since 2025-12-31
- 025072174 · 4.7% · long · since 2026-06-30
- 25434V880 · 3.7% · long · since 2025-12-31
- 97717Y527 · 3.5% · long · since 2026-06-30
- 808524862 · 2.6% · long · since 2025-12-31
- 025072802 · 2.5% · long · since 2025-12-31
- 092528207 · 2.3% · long · since 2026-06-30