Long-term investor
Wealth Group, Ltd. @wealthgroupltdiiyu
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002013988).
Record
- Tracked since 2025-03-31 (525 days), 210 trades recorded
- Returns: week n/a · month n/a · 90 days +8.7% · 6 months +18.7% · 1 year +18.7% · all +26.4%
- Max drawdown -1.3% · Sharpe 1.73 · win rate 6% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 14.8% · long · since 2025-03-31
- GOOGL · 6.8% · long · since 2025-03-31
- AMZN · 6.0% · long · since 2025-03-31
- NVDA · 5.2% · long · since 2025-03-31
- CAT · 5.1% · long · since 2025-03-31
- WMT · 4.4% · long · since 2025-03-31
- MSFT · 4.0% · long · since 2025-03-31
- MA · 2.3% · long · since 2025-03-31
- CMI · 2.2% · long · since 2025-03-31
- META · 1.9% · long · since 2025-03-31
- COST · 1.6% · long · since 2025-03-31
- CVX · 1.6% · long · since 2025-03-31
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