Long-term investor
Worthpointe, LLC @worthpointellc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001921448).
Record
- Tracked since 2025-06-30 (434 days), 169 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months +12.8% · 1 year +20.8% · all +20.8%
- Max drawdown 0.0% · Sharpe 1.59 · win rate 48% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAC · 18.9% · long · since 2025-06-30
- AVUS · 7.4% · long · since 2025-06-30
- DFUV · 7.0% · long · since 2025-06-30
- SPTS · 5.5% · long · since 2025-06-30
- VOO · 4.1% · long · since 2025-06-30
- SCHR · 3.5% · long · since 2025-09-30
- DFAS · 3.0% · long · since 2025-06-30
- DFSD · 2.7% · long · since 2025-06-30
- DUHP · 2.7% · long · since 2025-09-30
- SPYM · 2.7% · long · since 2025-12-31
- AVDE · 2.4% · long · since 2025-06-30
- AVRE · 2.3% · long · since 2025-06-30