Fee Only Financial Planning, L.C. Portfolio Holdings

Fee Only Financial Planning, L.C.

  • $171 Billion
  • Q3 2025

Fee Only Financial Planning, L.C. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $171 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $52.4B, Vanguard Value ETF with a value of $31.6B, Vanguard Mid Cap ETF with a value of $15.1B, Vanguard Small Cap ETF with a value of $11.1B, and Vanguard Small Cap Value ETF with a value of $11B.

Examining the 13F form we can see an increase of $9.87B in the current position value, from $162B to 171B.

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 $171 Billion
ETFs: $160 Billion
Financial Services: $2.39 Billion
Consumer Defensive: $2.34 Billion
Technology: $2.01 Billion
Utilities: $1.32 Billion
Communication Services: $1.02 Billion
Industrials: $759 Million
Energy: $663 Million
Other: $446 Million

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 42
  • Current Value $171 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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