Investments & Financial Planning, LLC 13F Holdings · Q2 2026
Investments & Financial Planning, LLC reported 40 securities worth $211.18M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VB (21.46%), SPYG (20.79%), IJH (14.92%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD INDEX FDS | $45.3M | 21.46% | 149,530 | Added |
| 2 | SPYG | SPDR SERIES TRUST | $43.9M | 20.79% | 369,041 | Added |
| 3 | IJH | ISHARES TR | $31.5M | 14.92% | 408,629 | Added |
| 4 | VO | VANGUARD INDEX FDS | $18.9M | 8.96% | 234,793 | Added |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | $12.4M | 5.85% | 261,680 | Added |
| 6 | URTH | ISHARES INC | $11.6M | 5.50% | 57,341 | Added |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $9.9M | 4.68% | 125,029 | Trimmed |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | $8.4M | 3.96% | 53,265 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $5.0M | 2.35% | 24,848 | Added |
| 10 | BIV | VANGUARD BD INDEX FDS | $4.1M | 1.94% | 53,474 | Trimmed |
| 11 | SHYG | ISHARES TR | $3.1M | 1.48% | 73,848 | Added |
| 12 | TSLA | TESLA INC | $2.4M | 1.12% | 5,634 | Added |
| 13 | VUG | VANGUARD INDEX FDS | $1.8M | 0.87% | 21,440 | Added |
| 14 | MUB | ISHARES TR | $1.0M | 0.49% | 9,642 | Added |
| 15 | VTV | VANGUARD INDEX FDS | $1.0M | 0.48% | 4,644 | Added |
| 16 | SPYM | SPDR SERIES TRUST | $833,266 | 0.39% | 9,482 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $729,241 | 0.35% | 1,955 | Added |
| 18 | AAPL | APPLE INC | $695,616 | 0.33% | 2,404 | Added |
| 19 | SCHV | SCHWAB STRATEGIC TR | $687,429 | 0.33% | 19,748 | Added |
| 20 | BNDX | VANGUARD CHARLOTTE FDS | $675,863 | 0.32% | 13,955 | Trimmed |
| 21 | SPYV | SPDR SERIES TRUST | $611,992 | 0.29% | 10,067 | Trimmed |
| 22 | VOE | VANGUARD INDEX FDS | $528,296 | 0.25% | 2,674 | Added |
| 23 | SYBT | STOCK YDS BANCORP INC | $513,830 | 0.24% | 6,719 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $489,312 | 0.23% | 2,053 | Trimmed |
| 25 | SUB | ISHARES TR | $479,059 | 0.23% | 4,499 | 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