Long-term investor
Estate Planners Group, LLC @estateplannersgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002118977).
Record
- Tracked since 2025-12-31 (264 days), 64 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -0.5%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOF · 12.2% · long · since 2025-12-31
- 72201Y101 · 10.3% · long · since 2025-12-31
- 46090E103 · 9.3% · long · since 2025-12-31
- 81752T528 · 9.2% · long · since 2025-12-31
- 78462F103 · 6.6% · long · since 2025-12-31
- ARCC · 6.1% · long · since 2025-12-31
- 46137V233 · 5.8% · long · since 2025-12-31
- 78433H675 · 3.5% · long · since 2025-12-31
- IBIT · 2.7% · long · since 2025-12-31
- AMZN · 2.6% · long · since 2025-12-31
- 26922A420 · 2.6% · long · since 2025-12-31
- AAPL · 2.3% · long · since 2025-12-31