Long-term investor
Life Planning Partners, Inc. @lifeplanningpartnersinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001910934).
Record
- Tracked since 2025-06-30 (448 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +8.9% · 6 months n/a · 1 year +16.5% · all +16.5%
- Max drawdown n/a · win rate 30% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287150 · 19.7% · long · since 2025-06-30
- 46432F842 · 7.9% · long · since 2025-06-30
- 922908769 · 6.3% · long · since 2025-06-30
- 46434G103 · 4.6% · long · since 2025-06-30
- 921943858 · 4.3% · long · since 2025-06-30
- 464288158 · 4.0% · long · since 2025-06-30
- 464288414 · 3.3% · long · since 2025-06-30
- 37960A438 · 2.7% · long · since 2025-06-30
- 78463X889 · 2.5% · long · since 2025-06-30
- 46434V613 · 2.5% · long · since 2025-06-30
- 922042858 · 2.1% · long · since 2025-06-30
- 464287663 · 2.0% · long · since 2025-06-30