Long-term investor
Vivid Wealth Management, LLC @vividwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002007281).
Record
- Tracked since 2025-06-30 (434 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days +11.2% · 6 months +8.2% · 1 year +17.2% · all +17.2%
- Max drawdown -2.9% · Sharpe 0.86 · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 10.8% · long · since 2025-06-30
- BINC · 8.5% · long · since 2025-06-30
- 46090E103 · 7.5% · long · since 2025-06-30
- SGOV · 5.4% · long · since 2025-06-30
- BIL · 5.4% · long · since 2025-06-30
- VTV · 3.5% · long · since 2025-06-30
- JEPI · 2.2% · long · since 2025-06-30
- GRNY · 2.0% · long · since 2025-06-30
- XLK · 1.7% · long · since 2025-06-30
- CIBR · 1.6% · long · since 2025-06-30
- XLI · 1.6% · long · since 2025-06-30
- TSLA · 1.6% · long · since 2025-06-30