Defined Financial Planning LLC Portfolio Holdings

Defined Financial Planning LLC

  • $113 Billion
  • Q2 2025

Defined Financial Planning LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $113 Billion distributed in 68 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 $11.5B, Wisdomtree Tr Us Quality Divid with a value of $10.5B, J P Morgan ETF Tr U S Value Fa with a value of $7.21B, Sector 10, Inc. with a value of $6.77B, and Wisdomtree Yield Enhanced U.S. with a value of $5.95B.

Examining the 13F form we can see an increase of $13.9B in the current position value, from $98.7B to 113B.

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 $113 Billion
ETFs: $83.1 Billion
Technology: $11.2 Billion
Communication Services: $2.61 Billion
Consumer Cyclical: $2.08 Billion
Financial Services: $1.73 Billion
Consumer Defensive: $1.28 Billion
Industrials: $595 Million
Healthcare: $571 Million
Other: $584 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$977 Million 0.87% of portfolio
3,478
Q2 2025 Reduced 4.74%
$177B
$427 Million 0.38% of portfolio
1,955
Q2 2025 New
$145B
$368 Million 0.33% of portfolio
1,015
Q2 2025 Added 0.59%
$44.3B
$264 Million 0.23% of portfolio
6,153
Q2 2025 Added 2.55%
$61.1B
$246 Million 0.22% of portfolio
800
Q2 2025 Reduced 27.27%
$124B
$228 Million 0.2% of portfolio
764
Q2 2025 Reduced 25.97%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $113 Billion
  • Prior Value $98.7 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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