Defined Financial Planning LLC Portfolio Holdings

Defined Financial Planning LLC

  • $98.7 Billion
  • Q1 2025

Defined Financial Planning LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $98.7 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $8.7B, Wisdomtree Tr Us Quality Divid with a value of $8.49B, Wisdomtree Yield Enhanced U.S. with a value of $7B, J P Morgan ETF Tr U S Value Fa with a value of $5.84B, and Sector 10, Inc. with a value of $5.54B.

Examining the 13F form we can see an increase of $5.02B in the current position value, from $93.7B to 98.7B.

Defined Financial Planning LLC is based out at San Rafael, CA

Below you can find more details about Defined Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $98.7 Billion
ETFs: $74.7 Billion
Technology: $9.2 Billion
Consumer Cyclical: $2.51 Billion
Consumer Defensive: $2.44 Billion
Financial Services: $2.02 Billion
Communication Services: $1.76 Billion
Healthcare: $1.67 Billion
Industrials: $1.23 Billion
Other: $1.09 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $98.7 Billion
  • Prior Value $93.7 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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