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Fiduciary Planning

Latest statistics and disclosures from Fiduciary Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are DGRW, FFEB, VTIP, VRIG, TRPA, and represent 46.21% of Fiduciary Planning's stock portfolio.
Added to shares of these 10 stocks: XLK (+$7.2M), DGRW, FFLC, VRIG, TRPA, VTIP, IAK, V, BRK.B, RTX.
Started 3 new stock positions in V, RTX, BRK.B.
Reduced shares in these 10 stocks: ETHA, MSTR, CPRT, SMH, FIX, ITB, IREN, , SMCI, IRM.
Sold out of its positions in ADBE, FIX, HD, IRM, ITB, ETHA, MSTR, PSX, NOW, SMCI. IREN.
Fiduciary Planning was a net buyer of stock by $5.4M.
Fiduciary Planning has $330M in assets under management (AUM), dropping by 0.72%.
Central Index Key (CIK): 0001792851

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Portfolio Holdings for Fiduciary Planning

Fiduciary Planning holds 75 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW)	15.2	$50M		560k	89.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	8.6	$28M		502k	56.62	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	7.5	$25M		503k	49.46	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	7.4	$25M		978k	25.10	View chart
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA)	7.4	$24M		627k	38.91	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	4.9	$16M		137k	118.16	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	4.7	$16M	-2%	43k	360.13	View chart
Select Sector Spdr Tr State Street Tec (XLK)	4.4	$15M	+97%	101k	143.97	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	4.1	$13M	+2%	252k	53.36	View chart
Ishares Tr S&p 100 Etf (OEF)	3.5	$12M		33k	342.97	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	2.6	$8.4M		86k	98.32	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	2.3	$7.7M	+3%	56k	136.15	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$6.4M		9.4k	681.89	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.8	$6.0M	+3%	124k	48.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$5.9M		8.7k	684.97	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.8	$5.9M		43k	138.46	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.5	$5.0M	+2%	42k	119.32	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	1.2	$3.9M		32k	124.20	View chart
Broadcom (AVGO)	1.2	$3.9M		11k	346.10	View chart
Amazon (AMZN)	1.1	$3.7M		16k	230.82	View chart
Tesla Motors (TSLA)	1.0	$3.4M		7.6k	449.72	View chart
Apple (AAPL)	1.0	$3.3M		12k	271.87	View chart
Microsoft Corporation (MSFT)	0.9	$3.1M		6.4k	483.58	View chart
NVIDIA Corporation (NVDA)	0.9	$3.1M		17k	186.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$2.3M	+3%	7.5k	312.99	View chart
Meta Platforms Cl A (META)	0.7	$2.2M		3.3k	660.16	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.6	$2.1M		18k	117.72	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.5	$1.7M	-5%	17k	103.56	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.5	$1.6M	+13%	137k	11.46	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.5M		4.8k	322.20	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.5	$1.5M	-2%	9.3k	160.97	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.4	$1.5M		34k	43.70	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.3	$1.1M	-10%	26k	43.74	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$1.0M	-2%	20k	49.65	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$967k		12k	80.22	View chart
Public Service Enterprise (PEG)	0.3	$967k		12k	80.30	View chart
Johnson & Johnson (JNJ)	0.3	$930k		4.5k	206.94	View chart
Dbx Etf Tr Xtrack Msci Eurp (DBEU)	0.3	$915k	-14%	19k	48.00	View chart
Exxon Mobil Corporation (XOM)	0.3	$897k		7.5k	120.34	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.3	$877k		11k	82.77	View chart
3M Company (MMM)	0.3	$870k		5.4k	160.10	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$802k	-5%	7.1k	113.10	View chart
Air Products & Chemicals (APD)	0.2	$793k		3.2k	247.02	View chart
Ishares Tr Global Energ Etf (IXC)	0.2	$751k	-2%	18k	41.93	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$736k		3.7k	199.68	View chart
Ea Series Trust Burney Us Fctr (BRNY)	0.2	$718k	-10%	14k	50.45	View chart
Palantir Technologies Cl A (PLTR)	0.2	$707k	+4%	4.0k	177.75	View chart
Eli Lilly & Co. (LLY)	0.2	$653k	+3%	608.00	1073.83	View chart
Global X Fds Global X Uranium (URA)	0.2	$634k	-3%	15k	42.73	View chart
Micron Technology (MU)	0.2	$533k	+6%	1.9k	285.44	View chart
Cloudflare Cl A Com (NET)	0.2	$511k	-2%	2.6k	197.15	View chart
Bank of America Corporation (BAC)	0.1	$447k		8.1k	55.00	View chart
Old Dominion Freight Line (ODFL)	0.1	$423k		2.7k	156.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$404k		6.5k	62.47	View chart
Snowflake Com Shs (SNOW)	0.1	$351k		1.6k	219.36	View chart
Dorman Products (DORM)	0.1	$316k		2.6k	123.19	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.1	$297k		12k	24.76	View chart
Copart (CPRT)	0.1	$288k	-63%	7.4k	39.15	View chart
Chevron Corporation (CVX)	0.1	$287k		1.9k	152.40	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$282k	-7%	601.00	468.76	View chart
International Business Machines (IBM)	0.1	$277k		935.00	296.21	View chart
Honeywell International (HON)	0.1	$259k		1.3k	195.13	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$252k	-26%	651.00	386.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$247k		2.1k	120.18	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$236k	-4%	1.5k	154.79	View chart
Visa Com Cl A (V)	0.1	$232k	NEW	660.00	350.91	View chart
Trex Company (TREX)	0.1	$225k		6.4k	35.08	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$216k		4.9k	44.41	View chart
ConocoPhillips (COP)	0.1	$216k	-23%	2.3k	93.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$215k	NEW	428.00	502.65	View chart
Southern Company (SO)	0.1	$214k		2.5k	87.20	View chart
Abbvie (ABBV)	0.1	$213k		933.00	228.57	View chart
Raytheon Technologies Corp (RTX)	0.1	$212k	NEW	1.2k	183.34	View chart
Pfizer (PFE)	0.1	$212k		8.5k	24.90	View chart
McDonald's Corporation (MCD)	0.1	$203k		665.00	305.63	View chart

Past Filings by Fiduciary Planning

SEC 13F filings are viewable for Fiduciary Planning going back to 2019

Fiduciary Planning 2025 Q4 filed Jan. 22, 2026
Fiduciary Planning 2025 Q3 filed Oct. 15, 2025
Fiduciary Planning 2025 Q2 filed July 30, 2025
Fiduciary Planning 2025 Q1 filed April 11, 2025
Fiduciary Planning 2024 Q4 filed Jan. 24, 2025
Fiduciary Planning 2024 Q3 filed Oct. 22, 2024
Fiduciary Planning 2024 Q2 filed Aug. 7, 2024
Fiduciary Planning 2024 Q1 filed April 29, 2024
Fiduciary Planning 2023 Q4 filed Jan. 25, 2024
Fiduciary Planning 2023 Q3 filed Oct. 26, 2023
Fiduciary Planning 2023 Q2 filed Aug. 4, 2023
Fiduciary Planning 2023 Q1 filed May 1, 2023
Fiduciary Planning 2022 Q4 filed Feb. 7, 2023
Fiduciary Planning 2022 Q3 filed Nov. 14, 2022
Fiduciary Planning 2022 Q2 filed Sept. 30, 2022
Fiduciary Planning 2022 Q1 filed May 11, 2022

View all past filings

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