13F Filings History of Investments & Financial Planning, LLC

Latest 13F report
Q4 2025 - 23 Feb 2026
Value $
$186,337,868
Signature - Title
David B Short - CCO
Location
Lexington, KY
Summary
This page shows a list of all the recent 13F filings made by Investments & Financial Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Investments & Financial Planning, LLC reported 37 stock holdings with total value $186,337,868 as of Q4 2025. Top holdings included VB, SPYG, IJH, VO, and CGGR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 37 $186,337,868 +$4,910,195 -$5,868,754 -$958,559 VB, SPYG, IJH, VO, CGGR 13F-HR 23 Feb 2026, 13:40
Q3 2025 37 $185,104,513 +$1,365,328 -$2,473,208 -$1,107,880 VB, SPYG, IJH, VO, CGGR 13F-HR 13 Nov 2025, 17:02
Q2 2025 37 $173,624,719 +$4,392,409 -$726,304 +$3,666,105 VB, SPYG, IJH, VO, CGGR 13F-HR 12 Aug 2025, 13:55
Q1 2025 34 $153,978,541 +$2,619,881 -$883,699 +$1,736,182 VB, SPYG, IJH, VO, CGGR 13F-HR 30 Apr 2025, 14:18
Q4 2024 33 $162,242,310 +$2,907,562 -$1,723,088 +$1,184,474 VB, SPYG, IJH, VO, CGGR 13F-HR 27 Jan 2025, 17:53
Q3 2024 33 $157,911,771 +$1,808,834 -$2,171,962 -$363,128 VB, SPYG, IJH, VO, CGGR 13F-HR 15 Oct 2024, 15:43
Q2 2024 33 $148,947,923 +$4,825,489 -$602,987 +$4,222,502 VB, SPYG, IJH, VO, CGGR 13F-HR 18 Jul 2024, 15:37
Q1 2024 33 $145,916,587 +$20,662,917 -$719,706 +$19,943,211 VB, SPYG, IJH, VO, CGGR 13F-HR 03 May 2024, 15:57
Q4 2023 32 $133,535,083 +$25,442,615 -$15,361,068 +$10,081,547 VB, SPYG, IJH, VO, VT 13F-HR 18 Jan 2024, 12:05
Q3 2023 33 $112,166,935 +$2,467,396 -$1,195,402 +$1,271,994 SPYG, VB, IJH, VT, VBR 13F-HR 18 Oct 2023, 14:03
Q2 2023 35 $115,455,062 +$2,811,351 -$2,605,018 +$206,333 SPYG, VB, IJH, VT, VBR 13F-HR 18 Jul 2023, 13:43
Q1 2023 36 $108,956,050 +$4,087,431 -$2,693,293 +$1,394,138 SPYG, VB, IJH, VT, VBR 13F-HR 02 May 2023, 11:09
Q4 2022 36 $102,055,962 +$6,462,732 -$2,031,284 +$4,431,448 SPYG, IJH, VB, VT, VBR 13F-HR 28 Feb 2023, 21:36
Q2 2022 34 $97,064,000 +$2,723,428 -$2,169,433 +$553,995 SPYG, IJH, VB, VT, BNDX 13F-HR 11 Aug 2022, 14:40
Q1 2022 33 $114,389,000 +$3,157,628 -$280,205 +$2,877,423 SPYG, IJH, VB, VT, VBR 13F-HR 09 May 2022, 10:09
Q4 2021 32 $111,396,000 $0 $0 $0 SPYG, IJH, VB, VT, VBR 13F-HR 11 Feb 2022, 09:01