Long-term investor
Wellspring Financial Advisors, LLC @wellspringfinancialadvis
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001811308).
Record
- Tracked since 2025-06-30 (434 days), 77 trades recorded
- Returns: week n/a · month n/a · 90 days +6.1% · 6 months +3.8% · 1 year +10.7% · all +10.7%
- Max drawdown -3.7% · Sharpe 0.55 · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 22.9% · long · since 2025-06-30
- IEFA · 6.6% · long · since 2025-06-30
- AAAU · 5.8% · long · since 2025-06-30
- VYM · 4.7% · long · since 2025-06-30
- SOXX · 4.6% · long · since 2025-06-30
- VTI · 4.1% · long · since 2025-06-30
- AAPL · 3.4% · long · since 2025-06-30
- VGSH · 3.3% · long · since 2025-09-30
- IEMG · 3.1% · long · since 2025-06-30
- XLK · 3.0% · long · since 2025-06-30
- XLV · 2.9% · long · since 2025-09-30
- IFRA · 2.8% · long · since 2025-12-31