Long-term investor

Spectrum Planning & Advisory Services Inc. @spectrumplanningadvisory

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001725394).

Record

  • Tracked since 2025-06-30 (431 days), 117 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.9% · 6 months +8.3% · 1 year +14.1% · all +14.1%
  • Max drawdown -1.9% · Sharpe 0.90 · win rate 35% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A854 · 7.0% · long · since 2025-06-30
  • 78468R663 · 6.5% · long · since 2025-06-30
  • 46436E718 · 5.8% · long · since 2025-06-30
  • 46641Q837 · 5.0% · long · since 2025-06-30
  • 464287309 · 4.3% · long · since 2025-06-30
  • 09290C764 · 4.2% · long · since 2026-03-31
  • 09290C103 · 4.1% · long · since 2025-06-30
  • 92203C303 · 4.0% · long · since 2026-03-31
  • 72201R833 · 3.5% · long · since 2026-03-31
  • 09290C616 · 3.1% · long · since 2026-03-31
  • 464287101 · 2.6% · long · since 2025-06-30
  • 46429B267 · 2.5% · long · since 2025-06-30

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