Long-term investor
Warther Private Wealth, LLC @wartherprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001954551).
Record
- Tracked since 2025-06-30 (434 days), 94 trades recorded
- Returns: week n/a · month n/a · 90 days +10.8% · 6 months -0.5% · 1 year +9.3% · all +9.3%
- Max drawdown -10.2% · Sharpe 0.21 · win rate 45% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHW · 5.7% · long · since 2025-06-30
- FICO · 5.4% · long · since 2025-09-30
- MELI · 5.3% · long · since 2025-06-30
- TSM · 4.9% · long · since 2025-06-30
- UNH · 4.9% · long · since 2025-06-30
- G6683N103 · 4.6% · long · since 2025-06-30
- LLY · 4.5% · long · since 2025-06-30
- 90353T100 · 4.5% · long · since 2025-06-30
- GOOGL · 4.4% · long · since 2025-06-30
- NVO · 4.3% · long · since 2025-06-30
- BN · 4.3% · long · since 2026-03-31
- FISV · 3.7% · long · since 2025-06-30