13F Filings History of Fee-Only Financial Planning, L.C.

Latest 13F report
Q3 2025 - 27 Oct 2025
Value $
$171,406,396
Signature - Title
Anne Hudick - Chief Compliance Officer
Location
Okatie, SC
Summary
This page shows a list of all the recent 13F filings made by Fee-Only Financial Planning, L.C.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fee-Only Financial Planning, L.C. reported 42 stock holdings with total value $171,406,396 as of Q3 2025. Top holdings included VUG, VTV, VO, VB, and VBR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 42 $171,406,396 +$436,158 -$1,981,170 -$1,545,012 VUG, VTV, VO, VB, VBR 13F-HR 27 Oct 2025, 11:52
Q2 2025 41 $161,537,655 +$1,535,178 -$479,433 +$1,055,745 VUG, VTV, VO, VBR, VB 13F-HR 17 Jul 2025, 14:43
Q1 2025 41 $146,488,281 +$227,501 -$2,316,282 -$2,088,781 VUG, VTV, VO, VBR, VB 13F-HR 02 May 2025, 15:02
Q4 2024 40 $154,817,338 $0 -$2,860,242 -$2,860,242 VUG, VTV, VO, VBR, VB 13F-HR 04 Feb 2025, 18:11
Q3 2024 40 $156,098,859 +$340,037 -$2,495,645 -$2,155,608 VUG, VTV, VO, VBR, VB 13F-HR 01 Nov 2024, 17:35
Q2 2024 40 $148,549,411 +$403,586 -$1,783,474 -$1,379,888 VUG, VTV, VO, VBR, VB 13F-HR 05 Aug 2024, 11:21
Q1 2024 41 $148,172,704 +$571,501 -$2,441,274 -$1,869,773 VUG, VTV, VO, VBR, VB 13F-HR 25 Apr 2024, 14:54
Q4 2023 41 $138,452,110 +$784,467 -$560,750 +$223,717 VUG, VTV, VO, VBR, VB 13F-HR 05 Feb 2024, 19:57
Q3 2023 40 $124,114,806 +$781,230 -$2,648,129 -$1,866,899 VUG, VTV, VO, VBR, VB Restatement 22 Apr 2024, 17:50
Q2 2023 43 $130,977,001 +$1,319,426 -$1,106,745 +$212,681 VUG, VTV, VO, VBR, VB Restatement 22 Apr 2024, 17:50
Q1 2023 42 $123,145,803 +$406,501 -$2,764,403 -$2,357,902 VUG, VTV, VO, VBR, VB Restatement 22 Apr 2024, 17:49
Q4 2022 40 $119,363,678 $0 $0 $0 VUG, VTV, VO, VBR, VB 13F-HR 03 Feb 2023, 15:36