Donalies Financial Planning, LLC 13F Holdings · Q2 2026
Donalies Financial Planning, LLC reported 78 securities worth $135.68M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (10.80%), VOO (10.55%), DFSU (4.57%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $14.7M | 10.80% | 330,465 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $14.3M | 10.55% | 20,836 | Trimmed |
| 3 | DFSU | DIMENSIONAL ETF TRUST | $6.2M | 4.57% | 132,972 | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $5.9M | 4.36% | 83,096 | Trimmed |
| 5 | VTI | VANGUARD INDEX FDS | $4.8M | 3.53% | 12,956 | Trimmed |
| 6 | DFSI | DIMENSIONAL ETF TRUST | $4.5M | 3.34% | 100,617 | Trimmed |
| 7 | AAPL | APPLE INC | $4.5M | 3.30% | 15,451 | Trimmed |
| 8 | DFCF | DIMENSIONAL ETF TRUST | $4.4M | 3.26% | 104,950 | Added |
| 9 | AMZN | AMAZON COM INC | $4.0M | 2.93% | 16,677 | Trimmed |
| 10 | VTV | VANGUARD INDEX FDS | $3.8M | 2.78% | 17,289 | Added |
| 11 | BND | VANGUARD BD INDEX FDS | $3.7M | 2.73% | 50,403 | Added |
| 12 | DFAX | DIMENSIONAL ETF TRUST | $3.5M | 2.61% | 95,945 | Added |
| 13 | DFIV | DIMENSIONAL ETF TRUST | $3.5M | 2.55% | 63,962 | Added |
| 14 | DFAU | DIMENSIONAL ETF TRUST | $3.4M | 2.53% | 66,287 | Added |
| 15 | DFUS | DIMENSIONAL ETF TRUST | $3.1M | 2.32% | 38,422 | Trimmed |
| 16 | VBR | VANGUARD INDEX FDS | $2.5M | 1.82% | 10,160 | Trimmed |
| 17 | DFGX | DIMENSIONAL ETF TRUST | $2.4M | 1.80% | 45,474 | Added |
| 18 | GOOGL | ALPHABET INC | $2.4M | 1.74% | 6,613 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $2.4M | 1.74% | 6,341 | Trimmed |
| 20 | DUHP | DIMENSIONAL ETF TRUST | $1.9M | 1.37% | 44,601 | Added |
| 21 | DFAE | DIMENSIONAL ETF TRUST | $1.8M | 1.36% | 45,874 | Added |
| 22 | VUG | VANGUARD INDEX FDS | $1.8M | 1.31% | 20,612 | Added |
| 23 | VTIP | VANGUARD MALVERN FDS | $1.7M | 1.23% | 33,352 | Added |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $1.5M | 1.10% | 25,096 | Trimmed |
| 25 | VXUS | VANGUARD STAR FDS | $1.5M | 1.10% | 17,529 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR