Long-term investor
Vision Retirement, LLC @visionretirementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002069023).
Record
- Tracked since 2025-12-31 (264 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.5%
- Max drawdown n/a · win rate 7% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 15.2% · long · since 2025-12-31
- AAPL · 9.5% · long · since 2025-12-31
- AMZN · 5.4% · long · since 2025-12-31
- 78467X109 · 4.1% · long · since 2025-12-31
- 922908363 · 3.0% · long · since 2025-12-31
- COST · 2.9% · long · since 2025-12-31
- TSLA · 2.8% · long · since 2025-12-31
- 46137V233 · 2.6% · long · since 2025-12-31
- 921946406 · 2.3% · long · since 2025-12-31
- V · 2.1% · long · since 2025-12-31
- NVDA · 2.0% · long · since 2025-12-31
- AVGO · 1.7% · long · since 2025-12-31