Long-term investor
Wealthcare Advisory Partners LLC @wealthcareadvisorypartne
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001683059).
Record
- Tracked since 2025-06-30 (434 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months +8.9% · 1 year +15.4% · all +15.4%
- Max drawdown -1.5% · Sharpe 1.01 · win rate 32% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 7.3% · long · since 2025-06-30
- SPTM · 4.3% · long · since 2025-06-30
- VTI · 2.8% · long · since 2025-06-30
- STIP · 2.6% · long · since 2025-06-30
- SPSM · 1.9% · long · since 2025-06-30
- IEF · 1.8% · long · since 2025-06-30
- SPMD · 1.6% · long · since 2025-06-30
- SPAB · 1.6% · long · since 2025-06-30
- NVDA · 1.4% · long · since 2025-06-30
- SPDW · 1.4% · long · since 2025-06-30
- FBND · 1.3% · long · since 2025-06-30
- SPY · 1.2% · long · since 2025-06-30