Fee Only Financial Planning, L.C. Portfolio Holdings

Fee Only Financial Planning, L.C.

  • $162 Billion
  • Q2 2025

Fee Only Financial Planning, L.C. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $162 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $48.6B, Vanguard Value ETF with a value of $30.2B, Vanguard Mid Cap ETF with a value of $14.5B, Vanguard Small Cap Value ETF with a value of $10.5B, and Vanguard Small Cap ETF with a value of $10.4B.

Examining the 13F form we can see an increase of $15B in the current position value, from $146B to 162B.

Fee Only Financial Planning, L.C. is based out at Okatie, SC

Below you can find more details about Fee Only Financial Planning, L.C. portfolio as well as his latest detailed transactions.

Portfolio value $162 Billion
ETFs: $151 Billion
Financial Services: $2.54 Billion
Consumer Defensive: $2.47 Billion
Technology: $1.68 Billion
Utilities: $1.24 Billion
Communication Services: $1.07 Billion
Energy: $649 Million
Industrials: $471 Million
Other: $397 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $162 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
Track This Portfolio

Track Fee Only Financial Planning, L.C. Portfolio

Follow Fee Only Financial Planning, L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fee Only Financial Planning, L.C., based on Form 13F filings with the SEC.

News

Stay updated on Fee Only Financial Planning, L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email