Long-term investor
Wealthcollab, LLC @wealthcollabllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002017870).
Record
- Tracked since 2025-06-30 (434 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +7.0% · 6 months +10.2% · 1 year +16.8% · all +16.8%
- Max drawdown 0.0% · Sharpe 1.57 · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SSRM · 11.8% · long · since 2025-06-30
- VTI · 9.5% · long · since 2025-06-30
- VXUS · 7.4% · long · since 2025-06-30
- IXUS · 5.0% · long · since 2025-06-30
- AVUV · 4.7% · long · since 2025-06-30
- MUB · 4.1% · long · since 2025-06-30
- AVDV · 3.6% · long · since 2025-06-30
- BND · 3.3% · long · since 2025-06-30
- VNQ · 3.0% · long · since 2025-06-30
- BIV · 2.4% · long · since 2025-06-30
- SCHH · 2.2% · long · since 2025-06-30
- VTEB · 1.9% · long · since 2025-06-30