Financial Planning Fort Collins, LLC
Q4 2025 13F Holdings
- Locationfort collins, CO
- Num holdings
30
- Value ($000)
$113,885
- Date Filed02/18/2026
- Form type13F-HR
- CIK0002111920
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A805 | $25.51M | 22 % | 309,260 | ||
NVIDIA CORPORATION | COM | 67066G104 | $21.22M | 19 % | 113,783 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A649 | $11.65M | 10 % | 452,243 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $10.53M | 9 % | 237,065 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $7.05M | 6 % | 21,032 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | $6.19M | 5 % | 57,798 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $4.73M | 4 % | 101,048 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $2.97M | 3 % | 9,435 | ||
ISHARES TR | U.S. BAS MTL ETF | 464287838 | $2.9M | 3 % | 18,847 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $2.79M | 2 % | 10,801 |
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