Long-term investor

Financial Life Planners @financiallifeplanners

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002053368).

Record

  • Tracked since 2025-12-31 (249 days), 60 trades recorded
  • Returns: week n/a · month n/a · 90 days +15.0% · 6 months n/a · 1 year n/a · all +5.5%
  • Max drawdown n/a · win rate 0% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • QQQ · 25.2% · long · since 2025-12-31
  • 464287200 · 21.1% · long · since 2025-12-31
  • NVDA · 9.9% · long · since 2025-12-31
  • AAPL · 4.5% · long · since 2025-12-31
  • 770700102 · 2.4% · long · since 2025-12-31
  • BRK-B · 2.3% · long · since 2025-12-31
  • MSFT · 2.0% · long · since 2025-12-31
  • PLTR · 1.9% · long · since 2025-12-31
  • 921910816 · 1.8% · long · since 2025-12-31
  • 78467Y107 · 1.7% · long · since 2025-12-31
  • COST · 1.6% · long · since 2025-12-31
  • 78462F103 · 1.4% · long · since 2025-12-31

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