Long-term investor
Wealthtrak Capital Management LLC @wealthtrakcapitalmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002052710).
Record
- Tracked since 2025-06-30 (434 days), 120 trades recorded
- Returns: week n/a · month n/a · 90 days +9.5% · 6 months +9.7% · 1 year +17.3% · all +17.3%
- Max drawdown -1.8% · Sharpe 1.11 · win rate 1% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 13.8% · long · since 2025-06-30
- GBIL · 7.8% · long · since 2025-06-30
- SPEM · 5.0% · long · since 2025-06-30
- HCMT · 4.3% · long · since 2025-06-30
- RSST · 4.1% · long · since 2025-06-30
- SPDW · 3.8% · long · since 2025-06-30
- SPYV · 3.4% · long · since 2025-06-30
- SPYG · 3.2% · long · since 2025-06-30
- DYNF · 2.7% · long · since 2025-06-30
- AAAU · 2.3% · long · since 2025-06-30
- SPAB · 2.3% · long · since 2025-06-30
- USRT · 2.0% · long · since 2025-06-30