Long-term investor
Wt Wealth Management @wtwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001780507).
Record
- Tracked since 2025-06-30 (434 days), 167 trades recorded
- Returns: week n/a · month n/a · 90 days +5.4% · 6 months +4.4% · 1 year +11.1% · all +11.1%
- Max drawdown -2.9% · Sharpe 0.67 · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHB · 9.3% · long · since 2025-06-30
- SGOL · 4.4% · long · since 2025-06-30
- SMH · 3.5% · long · since 2025-06-30
- NVDA · 3.4% · long · since 2025-06-30
- GOOG · 3.3% · long · since 2025-06-30
- USFR · 2.9% · long · since 2025-06-30
- JAAA · 2.8% · long · since 2025-06-30
- AMZN · 2.7% · long · since 2025-06-30
- AAPL · 2.5% · long · since 2025-06-30
- SCHI · 2.4% · long · since 2025-06-30
- POW · 2.2% · long · since 2026-03-31
- SIHY · 1.8% · long · since 2025-06-30