Long-term investor
Investment Planning Advisors, Inc. @investmentplanningadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002024049).
Record
- Tracked since 2025-06-30 (448 days), 95 trades recorded
- Returns: week n/a · month n/a · 90 days +12.4% · 6 months n/a · 1 year +18.8% · all +18.8%
- Max drawdown n/a · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 12.3% · long · since 2025-06-30
- 46138G698 · 9.5% · long · since 2025-06-30
- 46137V357 · 7.9% · long · since 2025-06-30
- 922020748 · 7.2% · long · since 2025-09-30
- 922908652 · 7.2% · long · since 2025-06-30
- 46138G649 · 7.1% · long · since 2025-09-30
- 02072L607 · 6.9% · long · since 2025-06-30
- 02072L565 · 4.4% · long · since 2026-06-30
- 808524805 · 4.3% · long · since 2025-09-30
- 921937827 · 3.8% · long · since 2025-06-30
- 46429B655 · 2.7% · long · since 2026-03-31
- 14020Y102 · 1.8% · long · since 2025-06-30