Long-term investor
Williams Financial, LLC @williamsfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001846923).
Record
- Tracked since 2025-06-30 (445 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +6.2% · 6 months n/a · 1 year +10.7% · all +10.7%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JPIE · 26.7% · long · since 2025-06-30
- IVV · 13.3% · long · since 2025-09-30
- FNDX · 8.9% · long · since 2025-12-31
- MINT · 8.8% · long · since 2025-12-31
- VEU · 8.6% · long · since 2025-12-31
- DGRW · 7.3% · long · since 2025-12-31
- FNDF · 4.8% · long · since 2025-12-31
- SCHP · 3.2% · long · since 2025-12-31
- SCHH · 2.9% · long · since 2025-12-31
- SMLF · 2.3% · long · since 2025-12-31
- DFIS · 2.1% · long · since 2025-12-31
- VCIT · 2.0% · long · since 2025-12-31