Long-term investor
Wellment Financial @wellmentfinancial
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001940000).
Record
- Tracked since 2025-06-30 (434 days), 95 trades recorded
- Returns: week n/a · month n/a · 90 days +7.8% · 6 months +6.1% · 1 year +10.6% · all +10.6%
- Max drawdown -2.4% · Sharpe 0.59 · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ONEZ · 10.5% · long · since 2025-06-30
- MAYW · 10.4% · long · since 2026-06-30
- SIXD · 8.2% · long · since 2025-06-30
- JUNW · 6.9% · long · since 2026-06-30
- JANW · 6.7% · long · since 2025-06-30
- BILZ · 5.9% · long · since 2025-06-30
- GMAY · 5.8% · long · since 2026-06-30
- FEBW · 5.8% · long · since 2026-06-30
- MAYT · 5.7% · long · since 2026-06-30
- DECW · 5.3% · long · since 2025-06-30
- DECT · 4.5% · long · since 2025-06-30
- JUNT · 3.5% · long · since 2026-06-30