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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 44.68% of Fiduciary Planning's stock portfolio.
Added to shares of these 10 stocks: QLC (+$8.2M), XLK, FFLC, IAK, IVV, OEF, TRPA, DBEF, NLR, LMND.
Started 5 new stock positions in IWM, IREN, PSX, LMND, QLC.
Reduced shares in these 10 stocks: DGRW, SPY, IBIT, SNOW, IXC, CPRT, , ACIO, SMH, MCD.
Sold out of its positions in CPRT, MCD, SNOW, V.
Fiduciary Planning was a net buyer of stock by $8.5M.
Fiduciary Planning has $331M in assets under management (AUM), dropping by 0.49%.
Central Index Key (CIK): 0001792851

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Portfolio Holdings for Fiduciary Planning

Fiduciary Planning holds 76 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW)	13.6	$45M	-8%	513k	87.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	8.5	$28M		504k	55.85	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	7.6	$25M		506k	49.95	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	7.5	$25M		990k	25.04	View chart
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA)	7.4	$25M		636k	38.75	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	5.0	$16M		43k	383.40	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	4.7	$16M		136k	115.24	View chart
Select Sector Spdr Tr State Street Tec (XLK)	4.4	$15M	+8%	110k	132.90	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	4.2	$14M	+6%	269k	51.28	View chart
Ishares Tr S&p 100 Etf (OEF)	3.4	$11M	+4%	35k	318.07	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	2.8	$9.4M		85k	110.78	View chart
Flexshares Tr Us Quality Cap (QLC)	2.5	$8.2M	NEW	105k	78.16	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	2.4	$8.0M	+10%	62k	128.29	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.9	$6.4M	+5%	130k	49.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$6.3M	+12%	9.7k	653.24	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.9	$6.1M		42k	145.02	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$5.6M	-9%	8.6k	650.33	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.5	$4.9M	+5%	44k	112.11	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	1.4	$4.5M	+7%	34k	133.19	View chart
Broadcom (AVGO)	1.0	$3.5M		11k	309.52	View chart
Amazon (AMZN)	1.0	$3.4M		16k	208.27	View chart
Apple (AAPL)	0.9	$3.0M		12k	253.78	View chart
NVIDIA Corporation (NVDA)	0.8	$2.8M	-2%	16k	174.40	View chart
Tesla Motors (TSLA)	0.8	$2.8M		7.5k	371.75	View chart
Microsoft Corporation (MSFT)	0.7	$2.4M		6.4k	370.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.1M		7.5k	287.57	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.6	$2.1M	+6%	19k	110.86	View chart
Meta Platforms Cl A (META)	0.6	$1.9M		3.3k	572.07	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.5	$1.6M	-2%	16k	96.70	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.4M		4.7k	294.15	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.3M		7.5k	169.66	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.4	$1.2M	-15%	29k	41.96	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.4	$1.2M	+5%	9.8k	118.62	View chart
Johnson & Johnson (JNJ)	0.3	$1.1M		4.5k	244.45	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.3	$1.1M	-4%	25k	43.74	View chart
Global X Fds Global X Uranium (URA)	0.3	$1.0M	+40%	21k	48.43	View chart
Public Service Enterprise (PEG)	0.3	$975k		12k	80.95	View chart
Air Products & Chemicals (APD)	0.3	$932k		3.2k	290.49	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$924k		12k	76.54	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.3	$888k		11k	83.77	View chart
Dbx Etf Tr Xtrack Msci Eurp (DBEU)	0.3	$873k	-5%	18k	48.72	View chart
Palantir Technologies Cl A (PLTR)	0.3	$862k	+48%	5.9k	146.28	View chart
3M Company (MMM)	0.2	$789k		5.4k	145.23	View chart
Ishares Tr Global Energ Etf (IXC)	0.2	$721k	-30%	13k	57.61	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$695k	+41%	10k	69.30	View chart
Ea Series Trust Burney Us Fctr (BRNY)	0.2	$687k		14k	48.75	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$668k		3.7k	181.42	View chart
Cloudflare Cl A Com (NET)	0.2	$647k	+21%	3.1k	206.34	View chart
Micron Technology (MU)	0.2	$604k	-4%	1.8k	337.88	View chart
Eli Lilly & Co. (LLY)	0.2	$559k		608.00	919.60	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.2	$544k	-19%	110k	4.96	View chart
Old Dominion Freight Line (ODFL)	0.2	$527k		2.7k	195.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$407k		6.3k	64.08	View chart
Bank of America Corporation (BAC)	0.1	$397k		8.1k	48.75	View chart
Chevron Corporation (CVX)	0.1	$389k		1.9k	206.94	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$376k	-51%	9.8k	38.42	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$313k	+33%	801.00	390.41	View chart
Lemonade (LMND)	0.1	$310k	NEW	4.9k	62.68	View chart
ConocoPhillips (COP)	0.1	$304k		2.3k	131.98	View chart
Honeywell International (HON)	0.1	$300k		1.3k	226.07	View chart
Phillips 66 (PSX)	0.1	$276k	NEW	1.5k	182.21	View chart
Dorman Products (DORM)	0.1	$268k		2.6k	104.36	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.1	$256k	-10%	11k	23.87	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$255k		2.1k	124.31	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$242k		653.00	370.40	View chart
Southern Company (SO)	0.1	$237k		2.5k	96.52	View chart
Trex Company (TREX)	0.1	$233k		6.4k	36.42	View chart
International Business Machines (IBM)	0.1	$227k		935.00	242.39	View chart
Raytheon Technologies Corp (RTX)	0.1	$223k		1.2k	192.83	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$222k		4.9k	45.65	View chart
Pfizer (PFE)	0.1	$209k	-12%	7.4k	28.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$205k		428.00	479.20	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$205k	-8%	1.4k	146.56	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$204k	NEW	822.00	248.00	View chart
Abbvie (ABBV)	0.1	$204k		936.00	217.53	View chart
Iren Ordinary Shares (IREN)	0.1	$200k	NEW	5.8k	34.28	View chart

Past Filings by Fiduciary Planning

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

Fiduciary Planning 2026 Q1 filed April 27, 2026
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

View all past filings

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