Long-term investor
Atx Financial Planning, LLC @atxfinancialplanningllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002111013).
Record
- Tracked since 2025-12-31 (262 days), 75 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +3.6%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 45783Y855 · 7.9% · long · since 2025-12-31
- 45783Y681 · 7.4% · long · since 2025-12-31
- 46138G649 · 5.6% · long · since 2025-12-31
- 78464A854 · 5.6% · long · since 2025-12-31
- 45783Y673 · 5.2% · long · since 2025-12-31
- 92206C706 · 4.4% · long · since 2025-12-31
- 464287200 · 4.1% · long · since 2025-12-31
- 092528504 · 4.0% · long · since 2025-12-31
- 746729300 · 3.6% · long · since 2025-12-31
- 45783Y699 · 3.1% · long · since 2025-12-31
- 46137V464 · 2.9% · long · since 2025-12-31
- 233051200 · 1.9% · long · since 2025-12-31