Long-term investor
Planwiser Financial, LLC @planwiserfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002043741).
Record
- Tracked since 2025-06-30 (449 days), 236 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.7% · 1 year n/a · all +0.3%
- Max drawdown n/a · win rate 88% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 025072885 · 11.2% · long · since 2025-06-30
- 464287200 · 9.9% · long · since 2025-06-30
- 92206C771 · 4.8% · long · since 2025-06-30
- 922908736 · 4.7% · long · since 2025-06-30
- 78463X889 · 4.6% · long · since 2025-06-30
- 464288638 · 3.9% · long · since 2025-06-30
- 46435G102 · 3.5% · long · since 2025-06-30
- 922908744 · 2.9% · long · since 2025-06-30
- 25434V500 · 2.7% · long · since 2025-06-30
- 25434V203 · 2.7% · long · since 2025-06-30
- 025072604 · 2.7% · long · since 2025-06-30
- 78463X509 · 2.6% · long · since 2025-06-30