Long-term investor
Quantum Financial Planning Services, Inc. @quantumfinancialplanning
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002050169).
Record
- Tracked since 2025-06-30 (446 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days +5.8% · 6 months n/a · 1 year +8.6% · all +8.6%
- Max drawdown n/a · win rate 19% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908736 · 22.1% · long · since 2025-06-30
- 92206C409 · 21.2% · long · since 2025-06-30
- 78464A854 · 15.9% · long · since 2025-06-30
- 25434V799 · 9.8% · long · since 2025-09-30
- 922020748 · 9.3% · long · since 2025-06-30
- 14021D107 · 5.0% · long · since 2025-06-30
- 14020W106 · 2.9% · long · since 2025-06-30
- 25434V609 · 2.6% · long · since 2025-06-30
- 464287226 · 1.0% · long · since 2025-12-31
- LLY · 0.8% · long · since 2025-12-31
- AAPL · 0.8% · long · since 2025-06-30
- 46641Q134 · 0.6% · long · since 2025-09-30