Long-term investor

Essential Planning, Llc. @essentialplanningllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001949824).

Record

  • Tracked since 2025-06-30 (431 days), 55 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.5% · 6 months +7.9% · 1 year +12.6% · all +12.6%
  • Max drawdown -1.9% · Sharpe 0.88 · win rate 50% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 25434V104 · 15.7% · long · since 2025-06-30
  • 921937835 · 14.0% · long · since 2025-06-30
  • 922908769 · 7.4% · long · since 2025-06-30
  • 25434V203 · 5.7% · long · since 2025-06-30
  • 25434V864 · 4.6% · long · since 2025-06-30
  • 46654Q773 · 4.4% · long · since 2025-06-30
  • 25434V625 · 3.8% · long · since 2025-06-30
  • 25434V872 · 3.6% · long · since 2025-06-30
  • 25434V708 · 3.5% · long · since 2025-06-30
  • 78462F103 · 3.3% · long · since 2025-06-30
  • 25434V302 · 2.6% · long · since 2025-06-30
  • 921937827 · 2.4% · long · since 2025-06-30

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