Long-term investor

Woodside Wealth Management LLC @woodsidewealthmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002064883).

Record

  • Tracked since 2025-06-30 (434 days), 33 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.6% · 6 months +11.3% · 1 year +19.3% · all +19.3%
  • Max drawdown -2.6% · Sharpe 1.15 · win rate 79% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908363 · 23.6% · long · since 2025-06-30
  • 78464A474 · 10.6% · long · since 2025-06-30
  • 922908736 · 7.6% · long · since 2025-06-30
  • 25434V708 · 6.8% · long · since 2025-06-30
  • 46137V613 · 6.6% · long · since 2025-06-30
  • 46641Q837 · 4.9% · long · since 2025-06-30
  • 02079K107 · 4.1% · long · since 2025-06-30
  • GOOGL · 4.1% · long · since 2025-06-30
  • 922908769 · 3.5% · long · since 2025-06-30
  • 46429B697 · 2.7% · long · since 2025-06-30
  • 25434V724 · 2.4% · long · since 2025-06-30
  • 464287804 · 2.3% · long · since 2025-06-30

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