Long-term investor
Williams & Novak Wealth Management, LLC @williamsnovakwealthmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001998419).
Record
- Tracked since 2025-06-30 (467 days), 190 trades recorded
- Returns: week n/a · month n/a · 90 days +1.4% · 6 months +3.0% · 1 year +1.8% · all +1.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPCX · 7.3% · long · since 2026-09-30
- 72202L363 · 6.5% · long · since 2025-09-30
- 316092113 · 4.0% · long · since 2025-09-30
- 72201R585 · 4.0% · long · since 2025-09-30
- 316188309 · 3.5% · long · since 2025-09-30
- 72202L389 · 3.5% · long · since 2025-09-30
- 46434V266 · 3.5% · long · since 2025-09-30
- AAPL · 2.8% · long · since 2025-09-30
- SYPR · 2.3% · long · since 2025-09-30
- 72202L371 · 2.2% · long · since 2025-09-30
- 72200N106 · 2.2% · long · since 2025-09-30
- 72200W106 · 2.0% · long · since 2025-09-30