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.
Fiduciary Planning LLC (CIK 1792851) reported $331.1M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DGRW ($45.1M, 13.61%), FFEB ($28.1M, 8.50%), VTIP ($25.3M, 7.63%), VRIG ($24.8M, 7.48%), HSRT ($24.7M, 7.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | $45.1M | 13.61% | 513,030 | Trimmed |
| 2 | FFEB | FIRST TR EXCHNG TRADED FD VI | $28.1M | 8.50% | 504,012 | Added |
| 3 | VTIP | VANGUARD MALVERN FDS | $25.3M | 7.63% | 506,084 | Added |
| 4 | VRIG | INVESCO ACTIVELY MANAGED EXC | $24.8M | 7.48% | 989,787 | Added |
| 5 | HSRT | HARTFORD FDS EXCHANGE TRADED | $24.7M | 7.45% | 636,154 | Added |
| 6 | SMH | VANECK ETF TRUST | $16.4M | 4.96% | 42,858 | Trimmed |
| 7 | EQWL | INVESCO EXCHANGE TRADED FD T | $15.6M | 4.72% | 135,550 | Trimmed |
| 8 | XLK | SELECT SECTOR SPDR TR | $14.6M | 4.41% | 109,782 | Added |
| 9 | FMIL | FIDELITY COVINGTON TRUST | $13.8M | 4.16% | 268,619 | Added |
| 10 | OEF | ISHARES TR | $11.1M | 3.36% | 34,927 | Added |
| 11 | AIRR | FIRST TR EXCHANGE TRADED FD | $9.4M | 2.84% | 84,799 | Trimmed |
| 12 | QLC | FLEXSHARES TR | $8.2M | 2.48% | 105,141 | New |
| 13 | IAK | ISHARES TR | $8.0M | 2.41% | 62,280 | Added |
| 14 | DBEF | DBX ETF TR | $6.4M | 1.94% | 130,130 | Added |
| 15 | IVV | ISHARES TR | $6.3M | 1.92% | 9,716 | Added |
| 16 | XMMO | INVESCO EXCHANGE TRADED FD T | $6.1M | 1.85% | 42,347 | Trimmed |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $5.6M | 1.68% | 8,575 | Trimmed |
| 18 | SPMO | INVESCO EXCH TRADED FD TR II | $4.9M | 1.49% | 43,955 | Added |
| 19 | NLR | VANECK ETF TRUST | $4.5M | 1.37% | 34,016 | Added |
| 20 | AVGO | BROADCOM INC | $3.5M | 1.05% | 11,192 | Added |
| 21 | AMZN | AMAZON COM INC | $3.4M | 1.01% | 16,120 | Trimmed |
| 22 | AAPL | APPLE INC | $3.0M | 0.91% | 11,886 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $2.8M | 0.85% | 16,134 | Trimmed |
| 24 | TSLA | TESLA INC | $2.8M | 0.85% | 7,536 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $2.4M | 0.72% | 6,421 | Added |
Source: SEC Form 13F filings · as of 2026-03-31