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 (476 days), 203 trades recorded
- Returns: week n/a · month n/a · 90 days +0.3% · 6 months +1.8% · 1 year -2.4% · all -2.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.2% · long · since 2025-09-30
- 464287200 · 6.4% · long · since 2025-09-30
- BRK-B · 5.7% · long · since 2025-09-30
- 46090E103 · 2.7% · long · since 2025-09-30
- 46434V621 · 2.7% · long · since 2025-09-30
- NVDA · 2.5% · long · since 2025-09-30
- 33740F755 · 2.2% · long · since 2025-09-30
- 02072Q341 · 2.1% · long · since 2025-12-31
- AMZN · 1.9% · long · since 2025-09-30
- 78464A854 · 1.8% · long · since 2025-09-30
- MSFT · 1.7% · long · since 2025-09-30
- 464287309 · 1.6% · long · since 2025-09-30