Long-term investor
Plan A Wealth LLC @planawealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002093645).
Record
- Tracked since 2025-03-31 (654 days), 366 trades recorded
- Returns: week n/a · month n/a · 90 days -0.7% · 6 months +2.5% · 1 year +2.1% · all +4.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 66537J796 · 16.3% · long · since 2025-09-30
- 90470L444 · 11.6% · long · since 2025-09-30
- AAPL · 6.3% · long · since 2025-09-30
- 084670108 · 5.3% · long · since 2025-09-30
- AMZN · 3.7% · long · since 2025-09-30
- 66538H633 · 3.3% · long · since 2025-09-30
- 887432342 · 3.0% · long · since 2025-09-30
- 808524862 · 2.6% · long · since 2025-09-30
- NVDA · 2.5% · long · since 2025-09-30
- 92206C706 · 2.2% · long · since 2025-09-30
- ADI · 2.1% · long · since 2025-09-30
- 003261104 · 2.0% · long · since 2025-09-30