Long-term investor
Walser Wealth Management Company, A LTD Liability Co. @walserwealthmanagementco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002112280).
Record
- Tracked since 2025-12-31 (250 days), 209 trades recorded
- Returns: week n/a · month n/a · 90 days -4.0% · 6 months n/a · 1 year n/a · all -1.2%
- Max drawdown n/a · win rate 7% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GLD · 12.0% · long · since 2025-12-31
- SLV · 6.7% · long · since 2025-12-31
- PHYS · 3.4% · long · since 2025-12-31
- URA · 2.6% · long · since 2025-12-31
- CCJ · 2.6% · long · since 2025-12-31
- SGOV · 2.2% · long · since 2025-12-31
- PDBC · 2.0% · long · since 2025-12-31
- JAAA · 2.0% · long · since 2025-12-31
- FCX · 1.8% · long · since 2025-12-31
- NVDA · 1.6% · long · since 2025-12-31
- SII · 1.6% · long · since 2026-06-30
- GFI · 1.6% · long · since 2025-12-31