Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fee-Only Financial Planning, L.C. (CIK 1954044) reported $165.7M across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($46.3M, 27.97%), VTV ($32.3M, 19.47%), VO ($14.5M, 8.75%), VBR ($11.4M, 6.89%), VB ($11.3M, 6.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $46.3M | 27.97% | 106,068 | Trimmed |
| 2 | VTV | VANGUARD INDEX FDS | $32.3M | 19.47% | 164,391 | Trimmed |
| 3 | VO | VANGUARD INDEX FDS | $14.5M | 8.75% | 50,451 | Trimmed |
| 4 | VBR | VANGUARD INDEX FDS | $11.4M | 6.89% | 52,537 | Trimmed |
| 5 | VB | VANGUARD INDEX FDS | $11.3M | 6.80% | 42,989 | Trimmed |
| 6 | VBK | VANGUARD INDEX FDS | $9.0M | 5.44% | 29,838 | Trimmed |
| 7 | VEU | VANGUARD INTL EQUITY INDEX F | $7.5M | 4.54% | 100,181 | Trimmed |
| 8 | VOE | VANGUARD INDEX FDS | $4.2M | 2.51% | 22,527 | Added |
| 9 | VOO | VANGUARD INDEX FDS | $4.1M | 2.49% | 6,908 | Trimmed |
| 10 | VTI | VANGUARD INDEX FDS | $2.9M | 1.73% | 8,928 | Trimmed |
| 11 | VXF | VANGUARD INDEX FDS | $2.2M | 1.31% | 10,520 | Trimmed |
| 12 | VOT | VANGUARD INDEX FDS | $1.8M | 1.10% | 7,063 | Hold |
| 13 | BAC | BANK AMERICA CORP | $1.7M | 1.01% | 34,317 | Hold |
| 14 | MGK | VANGUARD WORLD FD | $1.5M | 0.91% | 4,100 | Trimmed |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $1.3M | 0.78% | 20,194 | Hold |
| 16 | PM | PHILIP MORRIS INTL INC | $1.3M | 0.77% | 7,666 | Trimmed |
| 17 | VDE | VANGUARD WORLD FD | $1.2M | 0.73% | 7,000 | Trimmed |
| 18 | XOM | EXXON MOBIL CORP | $892,921 | 0.54% | 5,263 | Trimmed |
| 19 | VV | VANGUARD INDEX FDS | $874,091 | 0.53% | 2,925 | Hold |
| 20 | AAPL | APPLE INC | $737,768 | 0.45% | 2,907 | Added |
| 21 | T | AT&T INC | $735,679 | 0.44% | 25,377 | Hold |
| 22 | MO | ALTRIA GROUP INC | $679,895 | 0.41% | 10,303 | Trimmed |
| 23 | AEP | AMERICAN ELEC PWR CO INC | $625,121 | 0.38% | 4,769 | Hold |
| 24 | TFC | TRUIST FINL CORP | $620,871 | 0.37% | 13,506 | Hold |
| 25 | SO | SOUTHERN CO | $566,334 | 0.34% | 5,868 | Added |
Source: SEC Form 13F filings · as of 2026-03-31