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Apple shares owned by Donalies Financial Planning

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Donalies Financial Planning from 13F filings

Historical chart of Donalies Financial Planning investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Donalies Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Donalies Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.1M 16k 253.80

More positions owned by Donalies Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust International (DFSI)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Amazon (AMZN)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Donalies Financial Planning

Top funds holding Apple

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
FMR
Morgan Stanley
Berkshire Hathaway
Northern Trust
Goldman Sachs Group
Bank of America Corporation
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Apple