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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, HSRT, and represent 51.10% of Fiduciary Planning's stock portfolio.
Added to shares of these 10 stocks: DBEF, DGRW, SPMO, SMH, FFLC, VRIG, HSRT, XLC, VTIP, IAK.
Started 2 new stock positions in NET, SO.
Reduced shares in these 10 stocks: TIME, EQWL, DBEU, IXC, MOAT, URA, SPY, XLV, OUSM, BRNY.
Sold out of its positions in HD, MRVL.
Fiduciary Planning was a net buyer of stock by $5.2M.
Fiduciary Planning has $304M in assets under management (AUM), dropping by -1.45%.
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 March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW)	14.6	$44M	+4%	554k	79.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	9.5	$29M		589k	48.79	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	9.3	$28M	+2%	565k	49.90	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	8.9	$27M	+3%	1.1M	25.08	View chart
Hartford Fds Exchange Traded Aaa Clo Etf (HSRT)	8.8	$27M	+2%	691k	38.84	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	5.4	$16M	-8%	158k	103.09	View chart
Select Sector Spdr Tr Technology (XLK)	3.8	$12M		56k	206.48	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	3.3	$10M	+11%	231k	43.50	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	3.3	$9.9M	+12%	47k	211.47	View chart
Ishares Tr S&p 100 Etf (OEF)	2.9	$8.8M	-2%	32k	270.83	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	2.6	$7.8M	+6%	57k	137.81	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	2.0	$6.0M	+7%	88k	68.21	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$5.4M	-8%	9.7k	559.37	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.6	$4.9M	+86%	112k	43.30	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.6	$4.7M	-2%	41k	113.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$4.7M	+6%	8.4k	561.87	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.2	$3.6M	+81%	39k	92.53	View chart
Apple (AAPL)	1.1	$3.4M	+4%	15k	222.13	View chart
Amazon (AMZN)	1.1	$3.2M	+7%	17k	190.26	View chart
Microsoft Corporation (MSFT)	0.9	$2.8M		7.5k	375.37	View chart
NVIDIA Corporation (NVDA)	0.9	$2.6M	+14%	24k	108.38	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.8	$2.5M	+14%	34k	73.27	View chart
Tidal Tr Ii Clockwise Core E (TIME)	0.8	$2.5M	-51%	109k	22.62	View chart
Broadcom (AVGO)	0.7	$2.1M		13k	167.44	View chart
Meta Platforms Cl A (META)	0.7	$2.1M	+12%	3.7k	576.28	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.7	$2.1M	-21%	24k	88.00	View chart
Tesla Motors (TSLA)	0.6	$1.8M	+26%	6.9k	259.16	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.6	$1.7M	-14%	40k	42.02	View chart
Select Sector Spdr Tr Communication (XLC)	0.5	$1.7M	+75%	17k	96.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.4M		9.3k	154.63	View chart
Copart (CPRT)	0.5	$1.4M		25k	56.59	View chart
Dbx Etf Tr Xtrack Msci Eurp (DBEU)	0.4	$1.3M	-49%	31k	44.16	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.4	$1.3M		34k	38.69	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.2M	+2%	4.8k	245.28	View chart
Public Service Enterprise (PEG)	0.3	$991k		12k	82.30	View chart
Ishares Tr Global Energ Etf (IXC)	0.3	$949k	-57%	23k	42.07	View chart
Air Products & Chemicals (APD)	0.3	$946k		3.2k	294.92	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$886k	+26%	19k	46.81	View chart
Shopify Cl A (SHOP)	0.3	$853k	+50%	8.9k	95.48	View chart
Ea Series Trust Burney Us Fctr (BRNY)	0.3	$829k	-23%	21k	39.94	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$826k		13k	65.76	View chart
Exxon Mobil Corporation (XOM)	0.3	$795k		6.7k	118.92	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.3	$764k		11k	72.44	View chart
3M Company (MMM)	0.3	$764k		5.2k	146.86	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$707k		2.8k	255.53	View chart
Johnson & Johnson (JNJ)	0.2	$694k		4.2k	165.85	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$517k		3.7k	140.44	View chart
Microstrategy Cl A New (MSTR)	0.2	$468k	+11%	1.6k	288.27	View chart
Old Dominion Freight Line (ODFL)	0.1	$446k		2.7k	165.45	View chart
Palantir Technologies Cl A (PLTR)	0.1	$445k	+25%	5.3k	84.40	View chart
Global X Fds Global X Uranium (URA)	0.1	$434k	-54%	19k	22.92	View chart
Eli Lilly & Co. (LLY)	0.1	$428k	+3%	519.00	825.44	View chart
Bank of America Corporation (BAC)	0.1	$426k		10k	41.73	View chart
Church & Dwight (CHD)	0.1	$410k		3.7k	110.08	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$387k	-52%	2.6k	146.02	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$383k		9.2k	41.62	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$376k	-17%	3.9k	95.22	View chart
Trex Company (TREX)	0.1	$372k		6.4k	58.10	View chart
Progressive Corporation (PGR)	0.1	$370k		1.3k	283.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$368k	-5%	7.2k	50.83	View chart
Tidal Etf Tr Sound Equity Div (DIVY)	0.1	$340k	-24%	13k	25.61	View chart
Chevron Corporation (CVX)	0.1	$317k		1.9k	167.30	View chart
Dorman Products (DORM)	0.1	$309k		2.6k	120.54	View chart
Honeywell International (HON)	0.1	$281k		1.3k	211.79	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$278k		876.00	317.61	View chart
Broadridge Financial Solutions (BR)	0.1	$252k		1.0k	242.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$251k		472.00	532.58	View chart
Adobe Systems Incorporated (ADBE)	0.1	$249k	-9%	649.00	383.53	View chart
Marsh & McLennan Companies (MMC)	0.1	$235k		962.00	243.95	View chart
Southern Company (SO)	0.1	$226k	NEW	2.5k	91.95	View chart
Servicenow (NOW)	0.1	$225k		283.00	796.14	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$223k	-19%	4.9k	45.26	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$221k		626.00	352.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$215k		2.1k	104.57	View chart
Cloudflare Cl A Com (NET)	0.1	$203k	NEW	1.8k	112.69	View chart

Past Filings by Fiduciary Planning

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

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
Fiduciary Planning 2021 Q4 filed Feb. 8, 2022
Fiduciary Planning 2021 Q3 filed Nov. 9, 2021
Fiduciary Planning 2021 Q2 filed Aug. 6, 2021

View all past filings

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