Long-term investor
Wood Tarver Financial Group, LLC @woodtarverfinancialgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002059344).
Record
- Tracked since 2025-06-30 (434 days), 60 trades recorded
- Returns: week n/a · month n/a · 90 days +8.8% · 6 months +9.3% · 1 year +15.0% · all +15.0%
- Max drawdown -1.2% · Sharpe 1.05 · win rate 2% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 13.2% · long · since 2025-06-30
- CGSD · 8.6% · long · since 2025-06-30
- CGCP · 6.6% · long · since 2025-06-30
- CGDV · 5.8% · long · since 2025-06-30
- QUAL · 3.8% · long · since 2025-06-30
- PRF · 3.5% · long · since 2025-06-30
- DFAS · 2.9% · long · since 2025-06-30
- IMCG · 2.6% · long · since 2025-06-30
- COWZ · 2.5% · long · since 2025-06-30
- LRCX · 2.2% · long · since 2025-06-30
- VEA · 2.2% · long · since 2025-06-30
- DOCT · 1.9% · long · since 2025-06-30