Long-term investor
Prism Planning Partners LLC @prismplanningpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002110534).
Record
- Tracked since 2025-12-31 (264 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.9%
- Max drawdown n/a · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287150 · 30.3% · long · since 2025-12-31
- 46435G326 · 12.0% · long · since 2025-12-31
- 92206C706 · 10.5% · long · since 2025-12-31
- 25434V732 · 6.4% · long · since 2025-12-31
- 02072L532 · 6.3% · long · since 2025-12-31
- 025072802 · 5.9% · long · since 2025-12-31
- 25434V864 · 5.4% · long · since 2025-12-31
- 922020805 · 4.2% · long · since 2025-12-31
- 25434V807 · 3.0% · long · since 2025-12-31
- AAPL · 1.8% · long · since 2025-12-31
- 25434V401 · 1.5% · long · since 2025-12-31
- 464287663 · 1.4% · long · since 2025-12-31