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 (434 days), 171 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.7% · 6 months +8.9% · 1 year +16.4% · all +16.4%
  • Max drawdown -1.4% · Sharpe 1.11 · win rate 30% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 5.6% · long · since 2025-06-30
  • AAPL · 5.4% · long · since 2025-06-30
  • 922908769 · 2.8% · long · since 2025-06-30
  • NVDA · 2.6% · long · since 2025-06-30
  • 02072Q341 · 2.6% · long · since 2025-12-31
  • 46434G103 · 2.4% · long · since 2025-06-30
  • 97717W588 · 2.0% · long · since 2025-06-30
  • 46641Q134 · 1.8% · long · since 2025-06-30
  • MSFT · 1.7% · long · since 2025-06-30
  • GOOGL · 1.6% · long · since 2025-06-30
  • 464287226 · 1.5% · long · since 2025-06-30
  • 46641Q167 · 1.5% · long · since 2025-06-30

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