Long-term investor
Wealth Group LTD @wealthgroupltd
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010748).
Record
- Tracked since 2025-06-30 (434 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days +14.6% · 6 months +12.2% · 1 year +20.7% · all +20.7%
- Max drawdown -4.0% · Sharpe 0.93 · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 22.4% · long · since 2025-06-30
- BBUS · 16.2% · long · since 2025-06-30
- QUAL · 9.1% · long · since 2025-06-30
- 46090E103 · 6.9% · long · since 2025-06-30
- VGT · 6.1% · long · since 2025-06-30
- DYNF · 5.5% · long · since 2025-06-30
- VOO · 4.8% · long · since 2025-06-30
- OEF · 4.2% · long · since 2025-06-30
- COWZ · 3.7% · long · since 2025-06-30
- QQQM · 2.0% · long · since 2025-06-30
- DGRO · 1.5% · long · since 2025-06-30
- RPG · 0.9% · long · since 2025-06-30