Long-term investor
Wealth Management Partners, LLC @wealthmanagementpartners
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001843294).
Record
- Tracked since 2025-06-30 (434 days), 99 trades recorded
- Returns: week n/a · month n/a · 90 days +11.7% · 6 months +10.7% · 1 year +22.0% · all +22.0%
- Max drawdown -2.4% · Sharpe 1.15 · win rate 13% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVNM · 7.4% · long · since 2025-06-30
- NVDA · 7.2% · long · since 2025-06-30
- 46090E103 · 6.3% · long · since 2025-06-30
- AVMC · 4.1% · long · since 2025-06-30
- IVV · 3.5% · long · since 2025-06-30
- AAPL · 3.4% · long · since 2025-06-30
- IAU · 3.2% · long · since 2025-06-30
- DFAS · 3.0% · long · since 2025-06-30
- ALAB · 2.9% · long · since 2025-06-30
- MU · 2.6% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30
- FDN · 2.0% · long · since 2025-06-30