Partners In Financial Planning
Long-term investor · VA · @partnersinfinancialplann
+39.7%
All time
S&P +14.9%
Long-term investor
Partners In Financial Planning @partnersinfinancialplann
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002054264).
Record
- Tracked since 2025-06-30 (495 days), 18 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +4.4% · 1 year +39.7% · all +39.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921937835 · 11.7% · long · since 2025-09-30
- 922908736 · 11.2% · long · since 2025-09-30
- 922908744 · 9.9% · long · since 2025-09-30
- 92203J407 · 9.5% · long · since 2025-09-30
- 921943858 · 8.3% · long · since 2025-09-30
- 921937827 · 5.9% · long · since 2025-09-30
- 922908611 · 3.5% · long · since 2025-09-30
- 922908595 · 3.4% · long · since 2025-09-30
- 922042858 · 2.7% · long · since 2025-09-30
- 922042718 · 2.5% · long · since 2025-09-30
- 78463X889 · 2.2% · long · since 2025-09-30
- 922908553 · 2.2% · long · since 2025-09-30