Long-term investor
Wealthplan Investment Management, LLC @wealthplaninvestmentmana
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001929986).
Record
- Tracked since 2025-06-30 (483 days), 183 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +2.3% · 1 year -0.1% · all -0.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 5.7% · long · since 2025-09-30
- AAPL · 5.6% · long · since 2025-09-30
- NVDA · 3.0% · long · since 2025-09-30
- 922908769 · 2.8% · long · since 2025-09-30
- MSFT · 2.4% · long · since 2025-09-30
- 46434G103 · 2.4% · long · since 2025-09-30
- 97717W588 · 2.2% · long · since 2025-09-30
- 02072Q341 · 2.1% · long · since 2025-12-31
- 46654Q617 · 1.6% · long · since 2026-09-30
- GOOGL · 1.6% · long · since 2025-09-30
- 46641Q134 · 1.6% · long · since 2025-09-30
- 46641Q670 · 1.5% · long · since 2025-09-30