13F Filings History of Donalies Financial Planning, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$117,439,197
Signature - Title
Charles Donalies - Principal, Chief Compliance Officer
Location
Washington, DC
Summary
This page shows a list of all the recent 13F filings made by Donalies Financial Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Donalies Financial Planning, LLC reported 70 stock holdings with total value $117,439,197 as of Q4 2025. Top holdings included DFAC, VOO, DFSU, VEA, and VTI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 70 $117,439,197 $0 $0 $0 DFAC, VOO, DFSU, VEA, VTI 13F-HR 17 Feb 2026, 09:00