Long-term investor
Wealth Quarterback LLC @wealthquarterbackllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001803386).
Record
- Tracked since 2025-06-30 (478 days), 143 trades recorded
- Returns: week n/a · month n/a · 90 days +0.3% · 6 months +2.0% · 1 year -0.6% · all -0.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 13.7% · long · since 2025-09-30
- IAU · 6.7% · long · since 2025-09-30
- 92189F676 · 5.4% · long · since 2025-09-30
- 46090E103 · 4.7% · long · since 2025-09-30
- AAPL · 3.6% · long · since 2025-09-30
- 46432F339 · 3.3% · long · since 2025-09-30
- 316092352 · 2.7% · long · since 2025-09-30
- FBTC · 2.7% · long · since 2025-09-30
- 293828877 · 2.7% · long · since 2026-03-31
- 464287168 · 2.4% · long · since 2025-09-30
- 09290C103 · 2.4% · long · since 2025-09-30
- 31609A404 · 2.0% · long · since 2025-09-30