Fiduciary Planning LLC
Q4 2025 13F Holdings
- Locationenglewood, FL
- Num holdings
75
- Value ($000)
$329,487
- Date Filed01/22/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
D WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $50.04 M | 15 % | 559,505 | ||
F FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F763 | $28.43 M | 9 % | 502,052 | ||
V VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $24.85 M | 8 % | 502,499 | ||
V INVESCO ACTIVELY MANAGED EXC | VAR RATE INVT | 46090A879 | $24.55 M | 7 % | 977,936 | ||
H HARTFORD FDS EXCHANGE TRADED | AAA CLO ETF | 41653L602 | $24.38 M | 7 % | 626,613 | ||
E INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 46137V449 | $16.13 M | 5 % | 136,541 | ||
S VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | $15.64 M | 5 % | 43,439 | ||
X SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | $14.55 M | 4 % | 101,067 | ||
F FIDELITY COVINGTON TRUST | FUNDAMENTAL LARG | 316092360 | $13.45 M | 4 % | 252,018 | ||
O ISHARES TR | S&P 100 ETF | 464287101 | $11.46 M | 4 % | 33,412 |
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