Long-term investor
Waller Financial Planning Group, Inc. @wallerfinancialplanningg
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001736079).
Record
- Tracked since 2025-06-30 (449 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months -0.0% · 1 year n/a · all -4.5%
- Max drawdown n/a · win rate 50% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 16.9% · long · since 2025-06-30
- 78464A409 · 8.6% · long · since 2025-06-30
- 464288877 · 8.2% · long · since 2025-06-30
- 922908611 · 7.3% · long · since 2025-06-30
- 78464A508 · 7.2% · long · since 2025-06-30
- 46435G219 · 5.8% · long · since 2025-06-30
- 464288885 · 5.6% · long · since 2025-06-30
- 78464A649 · 5.0% · long · since 2025-06-30
- 808524797 · 4.2% · long · since 2025-06-30
- 78463X889 · 2.9% · long · since 2025-06-30
- 46138J619 · 2.6% · long · since 2025-06-30
- 78468R853 · 2.5% · long · since 2025-06-30