Notify me when Fiduciary Planning LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 75 | $329,486,819 | +$11,184,436 | -$5,808,129 | +$5,376,307 | DGRW, FFEB, VTIP, VRIG, TRPA | 13F-HR | 22 Jan 2026, 12:10 |
| Q3 2025 | 83 | $327,144,100 | +$12,038,471 | -$6,935,777 | +$5,102,694 | DGRW, FFEB, VTIP, VRIG, TRPA | 13F-HR | 15 Oct 2025, 11:56 |
| Q2 2025 | 77 | $302,310,443 | +$1,503,698 | -$29,131,591 | -$27,627,893 | DGRW, FFEB, VTIP, VRIG, TRPA | 13F-HR | 29 Jul 2025, 20:10 |
| Q1 2025 | 75 | $303,510,533 | +$15,499,505 | -$10,345,972 | +$5,153,533 | DGRW, FFEB, VTIP, VRIG, HSRT | 13F-HR | 11 Apr 2025, 14:01 |
| Q4 2024 | 75 | $307,979,843 | +$25,526,745 | -$12,113,261 | +$13,413,484 | DGRW, FFEB, VTIP, VRIG, HSRT | 13F-HR | 24 Jan 2025, 15:47 |
| Q3 2024 | 61 | $294,663,841 | +$16,127,255 | -$9,146,471 | +$6,980,784 | DGRW, FFEB, VTIP, VRIG, HSRT | 13F-HR | 22 Oct 2024, 11:15 |
| Q2 2024 | 60 | $279,470,499 | +$46,456,194 | -$34,698,546 | +$11,757,648 | DGRW, FFEB, VTIP, VRIG, HSRT | 13F-HR | 06 Aug 2024, 21:01 |
| Q1 2024 | 56 | $264,429,707 | +$16,754,251 | -$3,582,120 | +$13,172,131 | DGRW, EQWL, FFEB, VRIG, VTIP | 13F-HR | 29 Apr 2024, 10:36 |
| Q4 2023 | 53 | $234,961,427 | +$160,600,516 | -$147,466,206 | +$13,134,310 | DGRW, EQWL, FFEB, HSRT, VRIG | 13F-HR | 25 Jan 2024, 11:49 |
| Q3 2023 | 61 | $211,844,255 | +$86,404,159 | -$84,294,194 | +$2,109,965 | ACIO, JUCY, DRSK, IDUB, DUBS | 13F-HR | 26 Oct 2023, 16:07 |
| Q2 2023 | 43 | $217,221,557 | +$17,341,196 | -$14,452,885 | +$2,888,311 | DRSK, JUCY, ACIO, OSCV, ADME | 13F-HR | 03 Aug 2023, 21:17 |
| Q1 2023 | 42 | $211,130,860 | +$8,311,251 | -$9,047,798 | -$736,547 | DRSK, ACIO, JUCY, ADME, OSCV | 13F-HR | 01 May 2023, 17:13 |
| Q4 2022 | 42 | $206,201,000 | +$55,420,254 | -$52,700,322 | +$2,719,932 | DRSK, JUCY, ACIO, ADME, OSCV | 13F-HR | 06 Feb 2023, 18:39 |
| Q3 2022 | 38 | $194,815,000 | +$3,758,584 | -$517,169 | +$3,241,415 | DRSK, ACIO, ADME, OSCV, IDUB | 13F-HR | 14 Nov 2022, 13:46 |
| Q2 2022 | 39 | $202,152,000 | +$43,259,121 | -$3,058,311 | +$40,200,810 | DRSK, ACIO, ADME, IDUB, OSCV | 13F-HR | 30 Sep 2022, 14:44 |
| Q1 2022 | 38 | $182,189,000 | +$17,280,546 | -$6,081,976 | +$11,198,570 | DRSK, ACIO, ADME, OSCV, SPLG | 13F-HR | 11 May 2022, 11:40 |
| Q4 2021 | 48 | $177,798,000 | +$10,722,745 | -$32,483,327 | -$21,760,582 | DRSK, ACIO, ADME, OSCV, SPLG | 13F-HR | 08 Feb 2022, 11:28 |
| Q3 2021 | 67 | $187,938,000 | +$81,383,125 | -$6,802,477 | +$74,580,648 | DRSK, ACIO, ADME, OSCV, SPLG | 13F-HR | 09 Nov 2021, 13:18 |
| Q2 2021 | 61 | $115,747,000 | +$81,544,447 | -$34,122,893 | +$47,421,554 | DRSK, ADME, ACIO, SPDW, OSCV | 13F-HR | 06 Aug 2021, 13:21 |
| Q1 2021 | 261 | $66,157,000 | +$17,132,322 | -$23,094,098 | -$5,961,776 | XLP, AAPL, MSFT, ARKK, ALK | Restatement | 24 May 2021, 13:02 |
| Q4 2020 | 236 | $70,933,000 | +$18,124,366 | -$14,383,933 | +$3,740,433 | VDC, AAPL, MSFT, ITB, UPS | 13F-HR | 10 Feb 2021, 13:14 |
| Q3 2020 | 192 | $60,632,000 | +$20,564,990 | -$4,733,721 | +$15,831,269 | AGG, AAPL, MSFT, SHY, UPS | 13F-HR | 27 Oct 2020, 13:49 |
| Q2 2020 | 33 | $42,954,000 | +$23,567,978 | -$37,191,991 | -$13,624,013 | AGG, AAPL, MSFT, JNJ, AMZN | 13F-HR | 24 Aug 2020, 15:25 |
| Q1 2020 | 36 | $53,301,000 | +$23,868,584 | -$69,815,220 | -$45,946,636 | USMV, QQQ, PFF, LQD, VCIT | 13F-HR | 08 May 2020, 16:34 |
| Q4 2019 | 61 | $108,090,000 | $0 | $0 | $0 | QQQ, USMV, AGG, SMMV, MBB | 13F-HR | 14 Feb 2020, 14:41 |