Long-term investor
Wealth Management Nebraska @wealthmanagementnebraska
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002042783).
Record
- Tracked since 2025-06-30 (434 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days +7.5% · 6 months +12.2% · 1 year +19.2% · all +19.2%
- Max drawdown 0.0% · Sharpe 1.94 · win rate 44% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A375 · 18.8% · long · since 2025-06-30
- 025072877 · 12.6% · long · since 2026-06-30
- 025072349 · 8.5% · long · since 2025-06-30
- 25434V807 · 6.8% · long · since 2025-06-30
- 25434V401 · 6.5% · long · since 2025-06-30
- 25434V617 · 6.3% · long · since 2025-06-30
- 25434V500 · 5.9% · long · since 2025-06-30
- 025072802 · 5.3% · long · since 2025-06-30
- 78464A854 · 4.3% · long · since 2025-06-30
- 25434V724 · 3.4% · long · since 2025-06-30
- 78464A649 · 3.2% · long · since 2025-06-30
- 25434V302 · 2.5% · long · since 2025-06-30
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