Fiduciary Planning LLC Portfolio Holdings

Fiduciary Planning LLC

  • $257 Million
  • Q3 2025

Fiduciary Planning LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $257 Million distributed in 83 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 $49M, Vanguard Sht Trm Inflt Prot Fd with a value of $25.1M, Invesco Actively Managed ETF F with a value of $24.2M, Invesco Exchange Traded Fd Tr with a value of $15.8M, and Vaneck ETF Tr Semiconductor Et with a value of $14.6M.

Examining the 13F form we can see an increase of $22.2M in the current position value, from $235M to 257M.

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 $257 Million
ETFs: $213 Million
Technology: $19.2 Million
Consumer Cyclical: $8.69 Million
Communication Services: $4.23 Million
Industrials: $3.49 Million
Financial Services: $2.21 Million
Healthcare: $1.71 Million
Energy: $1.62 Million
Other: $2.35 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.78B
$902,000 0.35% of portfolio
20,058
Q3 2025 Reduced 10.67%
$4.14B
$399,000 0.16% of portfolio
2,564
Q2 2024 Reduced 16.32%
$3.5B
$330,000 0.13% of portfolio
6,400
Q4 2024 Reduced 0.47%
$2.72B
$304,000 0.12% of portfolio
6,653
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $257 Million
  • Prior Value $235 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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