Long-term investor
Donalies Financial Planning, LLC @donaliesfinancialplannin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002111587).
Record
- Tracked since 2025-12-31 (293 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days -2.1% · 6 months -0.1% · 1 year n/a · all -0.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 10.9% · long · since 2025-12-31
- 922908363 · 10.7% · long · since 2025-12-31
- 25434V716 · 4.5% · long · since 2025-12-31
- 921943858 · 4.3% · long · since 2025-12-31
- AAPL · 3.8% · long · since 2025-12-31
- 922908769 · 3.6% · long · since 2025-12-31
- 25434V872 · 3.3% · long · since 2025-12-31
- 25434V690 · 3.3% · long · since 2025-12-31
- AMZN · 3.1% · long · since 2025-12-31
- 922908744 · 2.7% · long · since 2025-12-31
- 25434V104 · 2.7% · long · since 2025-12-31
- 921937835 · 2.6% · long · since 2025-12-31