Fiduciary Planning LLC Portfolio Holdings

Fiduciary Planning LLC

  • $235 Million
  • Q2 2025

Fiduciary Planning LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $235 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $43.7M, Vanguard Sht Trm Inflt Prot Fd with a value of $25.2M, Invesco Actively Managed ETF F with a value of $24.3M, Invesco Exchange Traded Fd Tr with a value of $15.5M, and Technology Sector Spdr with a value of $13.1M.

Examining the 13F form we can see an increase of $2.06M in the current position value, from $232M to 235M.

Fiduciary Planning LLC is based out at Coral Springs, FL

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

Portfolio value $235 Million
ETFs: $198 Million
Technology: $16.9 Million
Consumer Cyclical: $7.22 Million
Communication Services: $3.88 Million
Industrials: $2.33 Million
Financial Services: $2.06 Million
Utilities: $1.24 Million
Healthcare: $1.1 Million
Other: $2.25 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 77
  • Current Value $235 Million
  • Prior Value $232 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
Track This Portfolio

Track Fiduciary Planning LLC Portfolio

Follow Fiduciary Planning LLC 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 Fiduciary Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email