Long-term investor
Wms Group LLC @wmsgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002113632).
Record
- Tracked since 2025-12-31 (250 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days +7.8% · 6 months n/a · 1 year n/a · all +5.1%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHD · 8.8% · long · since 2025-12-31
- JPST · 6.6% · long · since 2025-12-31
- MTUM · 6.1% · long · since 2025-12-31
- FTSL · 5.8% · long · since 2025-12-31
- AAPL · 5.1% · long · since 2025-12-31
- JEPI · 5.0% · long · since 2025-12-31
- JEPQ · 4.6% · long · since 2025-12-31
- AMZN · 4.3% · long · since 2025-12-31
- JPM · 3.5% · long · since 2025-12-31
- GOOGL · 3.3% · long · since 2025-12-31
- NOBL · 3.3% · long · since 2025-12-31
- TSM · 3.1% · long · since 2025-12-31