Fiduciary Planning LLC
CIK: 0001792851SEC EDGAR →
Portfolio Value
$329.5B
Holdings
75
As of
Q4 2025
New Positions
5
Closed Positions
50
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 559,505 | $50.0B | 15.19% |
| 2 | FIRST TR EXCHNG TRADED FD VI | 502,052 | $28.4B | 8.63% |
| 3 | VANGUARD MALVERN FDS | 502,499 | $24.9B | 7.54% |
| 4 | INVESCO ACTIVELY MANAGED EXC | 977,936 | $24.5B | 7.45% |
| 5 | HARTFORD FDS EXCHANGE TRADED | 626,613 | $24.4B | 7.40% |
| 6 | INVESCO EXCHANGE TRADED FD T | 136,541 | $16.1B | 4.90% |
| 7 | VANECK ETF TRUST | 43,439 | $15.6B | 4.75% |
| 8 | SELECT SECTOR SPDR TR | 101,067 | $14.6B | 4.42% |
| 9 | FIDELITY COVINGTON TRUST | 252,018 | $13.4B | 4.08% |
| 10 | ISHARES TR | 33,412 | $11.5B | 3.48% |
Quarterly Changes
New Positions (46)
$50.0B · 560K shares
$24.9B · 502K shares
$24.5B · 978K shares
$16.1B · 137K shares
$15.6B · 43K shares
$14.6B · 101K shares
$11.5B · 33K shares
$7.7B · 56K shares
$6.4B · 9K shares
$6.0B · 124K shares
$5.9B · 9K shares
$5.0B · 42K shares
$3.9B · 32K shares
$3.4B · 8K shares
$3.1B · 6K shares
$3.1B · 16K shares
$2.2B · 3K shares
$1.7B · 17K shares
$1.5B · 5K shares
$1.5B · 9K shares
$1.0B · 20K shares
$967.0M · 12K shares
$966.0M · 12K shares
$929.0M · 4K shares
$914.0M · 19K shares
$876.0M · 11K shares
$802.0M · 7K shares
$750.0M · 18K shares
$735.0M · 4K shares
$707.0M · 4K shares
$652.0M · 608 shares
$533.0M · 2K shares
$423.0M · 3K shares
$404.0M · 6K shares
$350.0M · 2K shares
$251.0M · 651 shares
$246.0M · 2K shares
$236.0M · 2K shares
$231.0M · 660 shares
$224.0M · 6K shares
$216.0M · 5K shares
$215.0M · 428 shares
$213.0M · 2K shares
$211.0M · 1K shares
$211.0M · 8K shares
$203.0M · 665 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $285.4B | 86.6% |
| Technology | 11 | $17.4B | 5.3% |
| Consumer Cyclical | 4 | $7.7B | 2.3% |
| Unknown | 2 | $5.2B | 1.6% |
| Communication Services | 2 | $4.5B | 1.4% |
| Industrials | 7 | $3.8B | 1.2% |
| Healthcare | 4 | $2.0B | 0.6% |
| Energy | 3 | $1.4B | 0.4% |
| Utilities | 2 | $1.2B | 0.4% |
| Basic Materials | 1 | $792.0M | 0.2% |