Long-term investor
Verde Capital Management @verdecapitalmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802891).
Record
- Tracked since 2025-06-30 (434 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days +10.2% · 6 months +6.2% · 1 year +12.9% · all +12.9%
- Max drawdown -4.1% · Sharpe 0.59 · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MOAT · 13.3% · long · since 2025-06-30
- FNDF · 9.9% · long · since 2025-06-30
- QQQM · 9.4% · long · since 2025-06-30
- SPYM · 7.8% · long · since 2026-06-30
- HEFA · 7.6% · long · since 2025-06-30
- IJH · 7.0% · long · since 2025-06-30
- ESGV · 6.6% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30
- BIV · 1.9% · long · since 2025-06-30
- 46090E103 · 1.7% · long · since 2025-06-30
- TSLA · 1.7% · long · since 2025-06-30
- BTC · 1.5% · long · since 2025-06-30