Fiduciary Planning

Fiduciary Planning as of March 31, 2026

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