Long-term investor
Oath Planning, LLC @oathplanningllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002109944).
Record
- Tracked since 2025-12-31 (294 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days -3.1% · 6 months +0.5% · 1 year n/a · all +0.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921937827 · 12.6% · long · since 2025-12-31
- 92647N527 · 12.1% · long · since 2025-12-31
- 922908363 · 10.8% · long · since 2025-12-31
- 922908611 · 9.5% · long · since 2025-12-31
- 025072802 · 5.1% · long · since 2025-12-31
- 808524755 · 4.5% · long · since 2025-12-31
- 25434V708 · 4.2% · long · since 2025-12-31
- 02072L607 · 4.0% · long · since 2025-12-31
- 922908744 · 3.5% · long · since 2025-12-31
- 233051200 · 2.4% · long · since 2025-12-31
- PNC · 2.2% · long · since 2025-12-31
- 02072L532 · 1.9% · long · since 2025-12-31