13F Filings History of Defined Financial Planning LLC

Latest 13F report
Q3 2025 - 15 Oct 2025
Value $
$120,553,737
Signature - Title
Aryn Sands - Agent
Location
San Rafael, CA
Summary
This page shows a list of all the recent 13F filings made by Defined Financial Planning LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Defined Financial Planning LLC reported 65 stock holdings with total value $120,553,737 as of Q3 2025. Top holdings included SCHG, DGRW, JVAL, DDWM, and AGGY.

Notify me when Defined Financial Planning LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 65 $120,553,737 +$17,590,368 -$16,833,745 +$756,623 SCHG, DGRW, JVAL, DDWM, AGGY 13F-HR 14 Oct 2025, 20:43
Q2 2025 68 $112,567,881 +$22,445,132 -$16,004,862 +$6,440,270 SCHG, DGRW, JVAL, SECT, AGGY 13F-HR 22 Jul 2025, 20:19
Q1 2025 77 $98,687,598 +$21,719,290 -$14,367,719 +$7,351,571 SCHG, DGRW, AGGY, JVAL, SECT 13F-HR 15 Apr 2025, 17:34
Q4 2024 78 $93,667,860 $0 $0 $0 SECT, SCHG, DGRW, AGGY, USMF 13F-HR 13 Feb 2025, 14:34