Long-term investor

Wealthplan Partners, LLC @wealthplanpartnersllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001639943).

Record

  • Tracked since 2025-06-30 (434 days), 186 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.6% · 6 months +8.3% · 1 year +16.0% · all +16.0%
  • Max drawdown -1.8% · Sharpe 1.03 · win rate 41% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 7.6% · long · since 2025-06-30
  • BRK-B · 6.0% · long · since 2025-06-30
  • 464287200 · 5.9% · long · since 2025-06-30
  • 46434V621 · 2.9% · long · since 2025-06-30
  • QQQ · 2.8% · long · since 2025-06-30
  • 33740F755 · 2.4% · long · since 2025-06-30
  • NVDA · 2.0% · long · since 2025-06-30
  • 02072Q341 · 1.9% · long · since 2025-12-31
  • AMZN · 1.8% · long · since 2025-06-30
  • 78464A854 · 1.8% · long · since 2025-06-30
  • 464287309 · 1.6% · long · since 2025-06-30
  • 922908769 · 1.6% · long · since 2025-06-30

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