Long-term investor
Wise Wealth Partners @wisewealthpartners
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056711).
Record
- Tracked since 2025-06-30 (434 days), 77 trades recorded
- Returns: week n/a · month n/a · 90 days +7.1% · 6 months +8.9% · 1 year +15.9% · all +15.9%
- Max drawdown -1.8% · Sharpe 1.20 · win rate 52% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 23.3% · long · since 2025-06-30
- 464287226 · 6.9% · long · since 2025-06-30
- 92206C102 · 6.0% · long · since 2026-06-30
- 922908744 · 5.0% · long · since 2025-12-31
- 316188309 · 4.9% · long · since 2026-06-30
- 25460E869 · 4.4% · long · since 2026-06-30
- 921909768 · 4.2% · long · since 2026-06-30
- 25461A668 · 3.9% · long · since 2026-03-31
- 808524797 · 3.5% · long · since 2026-06-30
- 14022A102 · 3.4% · long · since 2025-06-30
- 78464A672 · 3.1% · long · since 2026-06-30
- QQQ · 2.8% · long · since 2025-06-30
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