Long-term investor
Wheelhouse Advisory Group LLC @wheelhouseadvisorygroupl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001998946).
Record
- Tracked since 2025-06-30 (445 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days +7.2% · 6 months n/a · 1 year +11.3% · all +11.3%
- Max drawdown n/a · win rate 50% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFSD · 10.4% · long · since 2025-06-30
- SGOV · 10.3% · long · since 2026-03-31
- VOOG · 8.9% · long · since 2025-06-30
- VOO · 8.7% · long · since 2025-06-30
- VHT · 7.6% · long · since 2025-06-30
- VV · 6.7% · long · since 2025-06-30
- VIG · 6.4% · long · since 2025-06-30
- VGT · 6.4% · long · since 2025-06-30
- MGK · 6.3% · long · since 2025-06-30
- AVUV · 5.7% · long · since 2026-03-31
- DFNM · 4.3% · long · since 2025-06-30
- VO · 4.3% · long · since 2025-06-30