Michael A. Dubis Financial Planning, LLC Portfolio Holdings

Michael A. Dubis Financial Planning, LLC

  • $101 Million
  • Q1 2025

Michael A. Dubis Financial Planning, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $101 Million distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $21.7M, Ishares Trishares 0 3 Mnth Tre with a value of $14.4M, Vanguard Intermediate Term Tre with a value of $13.3M, Vanguard with a value of $11.9M, and Spdr Portfolio Short Term Trea with a value of $4.93M.

Examining the 13F form we can see an decrease of $2.23M in the current position value, from $103M to 101M.

Michael A. Dubis Financial Planning, LLC is based out at Middleton, WI

Below you can find more details about Michael A. Dubis Financial Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $101 Million
ETFs: $95.6 Million
Technology: $2.18 Million
Financial Services: $1.52 Million
Industrials: $1.17 Million
Energy: $238,000
Consumer Defensive: $208,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $101 Million
  • Prior Value $103 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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