Fiduciary Planning LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    englewood, FL
  • CIK
    0001792851
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

75

$303.51 M
DGRW, FFEB, VTIP, VRIG
13F-HR
Apr 11, 2025
000179285125000001

75

$307.98 M
DGRW, FFEB, VTIP, VRIG
13F-HR
Jan 24, 2025
000176734925000002

61

$294.66 M
DGRW, FFEB, VTIP, VRIG
13F-HR
Oct 22, 2024
000179285124000005

60

$279.47 M
DGRW, FFEB, VTIP, VRIG
13F-HR
Aug 7, 2024
000179285124000002

56

$264.43 M
DGRW, EQWL, FFEB, VRIG
13F-HR
Apr 29, 2024
000179285124000001

53

$234.96 M
DGRW, EQWL, FFEB, HSRT
13F-HR
Jan 25, 2024
000191161624000002

61

$211.84 M
ACIO, JUCY, DRSK, IDUB
13F-HR
Oct 26, 2023
000179285123000004

43

$217.22 M
DRSK, JUCY, ACIO, OSCV
13F-HR
Aug 4, 2023
000179285123000003

42

$211.13 M
DRSK, ACIO, JUCY, ADME
13F-HR
May 1, 2023
000179285123000002

42

$207.00 K
DRSK, JUCY, ACIO, ADME
13F-HR
Feb 7, 2023
000179285123000001

38

$194.81 M
DRSK, ACIO, ADME, OSCV
13F-HR
Nov 14, 2022
000180253022000005

39

$202.15 M
DRSK, ACIO, ADME, IDUB
13F-HR
Sep 30, 2022
000179285122000003

38

$182.19 M
DRSK, ACIO, ADME, OSCV
13F-HR
May 11, 2022
000169727422000003

48

$177.80 M
DRSK, ACIO, ADME, OSCV
13F-HR
Feb 8, 2022
000179285122000001

67

$187.94 M
DRSK, ACIO, ADME, OSCV
13F-HR
Nov 9, 2021
000179285121000005

61

$115.75 M
DRSK, ADME, ACIO, SPDW
13F-HR
Aug 6, 2021
000179285121000004

277

$66.19 M
XLP, AAPL, MSFT, ARKK
RESTATEMENT
May 24, 2021
000179285121000003

260

$70.96 M
VANGUARD WORLD FDS, AAPL, MSFT, ITB
13F-HR
Feb 10, 2021
000179285121000001

212

$60.65 M
AGG, AAPL, MSFT, SHY
13F-HR
Oct 27, 2020
000162663220000006

33

$45.44 M
AGG, AAPL, MSFT, UPS
13F-HR
Aug 24, 2020
000179285120000003

37

$53.31 M
USMV, NDQ, PFF, LQD
13F-HR
May 8, 2020
000169727420000003

64

$108.31 M
NDQ, USMV, AGG, SMMV
13F-HR
Feb 14, 2020
000179285120000002