Fiduciary Planning LLC Portfolio Holdings

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.