Long-term investor

Wealth Advisors Northwest LLC @wealthadvisorsnorthwestl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002053892).

Record

  • Tracked since 2025-06-30 (434 days), 29 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.9% · 6 months +11.8% · 1 year +18.8% · all +18.8%
  • Max drawdown -0.5% · Sharpe 1.34 · win rate 44% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 25434V708 · 24.0% · long · since 2025-06-30
  • 25434V583 · 10.0% · long · since 2025-06-30
  • 25434V815 · 7.5% · long · since 2025-06-30
  • 25434V799 · 7.2% · long · since 2025-06-30
  • 25434V567 · 7.1% · long · since 2025-06-30
  • 25434V831 · 6.5% · long · since 2025-06-30
  • AMZN · 3.6% · long · since 2025-06-30
  • 25434V732 · 3.6% · long · since 2025-06-30
  • 25434V781 · 2.5% · long · since 2025-06-30
  • 25434V104 · 2.4% · long · since 2025-06-30
  • 25434V765 · 2.4% · long · since 2025-06-30
  • 25434V625 · 2.0% · long · since 2025-06-30

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