Long-term investor
Intrepid Financial Planning Group LLC @intrepidfinancialplannin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001641296).
Record
- Tracked since 2025-06-30 (449 days), 84 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +2.3% · 1 year n/a · all -2.4%
- Max drawdown n/a · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 10.6% · long · since 2025-06-30
- 78462F103 · 7.1% · long · since 2025-06-30
- 464287614 · 5.7% · long · since 2025-06-30
- 00039J509 · 5.5% · long · since 2025-09-30
- 12811T571 · 3.7% · long · since 2025-09-30
- AAPL · 3.5% · long · since 2025-06-30
- LLY · 3.3% · long · since 2025-06-30
- 00039J301 · 3.1% · long · since 2025-06-30
- 46641Q332 · 2.6% · long · since 2025-06-30
- MRVL · 2.5% · long · since 2025-06-30
- 46137V357 · 2.5% · long · since 2025-06-30
- 46654Q203 · 2.0% · long · since 2025-06-30