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Financial Planning Fort Collins

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

Central Index Key (CIK): 0002111920

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Positions held by Financial Planning Fort Collins consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Financial Planning Fort Collins

Financial Planning Fort Collins holds 29 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Series Trust State Street Spd (SPTM)	27.5	$26M	309k	82.50	View chart
Spdr Series Trust State Street Spd (SPAB)	12.6	$12M	452k	25.75	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	11.4	$11M	237k	44.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.6	$7.1M	21k	335.26	View chart
Ishares Tr National Mun Etf (MUB)	6.7	$6.2M	58k	107.11	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	5.1	$4.7M	101k	46.81	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.2	$3.0M	9.4k	314.81	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	3.1	$2.9M	19k	153.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.0	$2.8M	11k	257.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.0	$2.7M	9.4k	290.23	View chart
Ishares Tr Cre U S Reit Etf (USRT)	2.8	$2.6M	46k	56.96	View chart
Spdr Series Trust State Street Spd (BIL)	2.1	$2.0M	21k	91.38	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	2.1	$1.9M	40k	47.85	View chart
Fidelity Merrimack Str Tr Systematic Mun (FMUN)	1.9	$1.7M	35k	50.24	View chart
Ishares Tr Esg Optimized (SUSA)	1.2	$1.1M	7.7k	139.34	View chart
Microsoft Corporation (MSFT)	1.0	$971k	2.0k	483.63	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.9	$879k	6.2k	141.07	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.8	$786k	8.3k	95.09	View chart
Aurora Innovation Class A Com (AUR)	0.8	$761k	198k	3.84	View chart
Abbott Laboratories (ABT)	0.5	$487k	3.9k	125.29	View chart
Abbvie (ABBV)	0.5	$468k	2.0k	228.49	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$431k	13k	32.62	View chart
Pepsi (PEP)	0.3	$322k	2.2k	143.52	View chart
Ishares Esg Awr Msci Em (ESGE)	0.3	$265k	6.0k	44.17	View chart
Wal-Mart Stores (WMT)	0.3	$238k	2.1k	111.41	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.2	$232k	14k	16.43	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$226k	5.1k	44.65	View chart
Nushares Etf Tr Nuveen Shrt Term (NURE)	0.2	$219k	7.8k	28.16	View chart
NVIDIA Corporation Put Option (NVDA)	0.0	$1.9k	190k	0.01	View chart

Past Filings by Financial Planning Fort Collins

SEC 13F filings are viewable for Financial Planning Fort Collins going back to 2025

Financial Planning Fort Collins 2025 Q4 filed Feb. 18, 2026

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