Fiduciary Planning LLC
Q2 2025 13F Holdings
- Locationenglewood, FL
- Num holdings
77
- Value ($000)
$302,310
- Date Filed07/29/2025
- Form type13F-HR
- CIK0001792851
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $43.65 M | 14 % | 521,262 | ||
FFEB FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F763 | $27.36 M | 9 % | 522,012 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $25.23 M | 8 % | 501,973 | ||
VRIG INVESCO ACTIVELY MANAGED EXC | VAR RATE INVT | 46090A879 | $24.30 M | 8 % | 969,901 | ||
HSRT HARTFORD FDS EXCHANGE TRADED | AAA CLO ETF | 41653L602 | $24.20 M | 8 % | 622,497 | ||
EQWL INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 46137V449 | $15.45 M | 5 % | 140,513 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $13.05 M | 4 % | 51,537 | ||
SMH VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | $12.23 M | 4 % | 43,862 | ||
FFLC FIDELITY COVINGTON TRUST | FUNDAMENTAL LARG | 316092360 | $10.91 M | 4 % | 223,306 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $9.26 M | 3 % | 30,426 |
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