Fiduciary Planning LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Fiduciary Planning LLC held in its portfolio 75 assets valued at $329,486,819 (i.e. $329.49M).
The most valuable assets in the portfolio included: WISDOMTREE TR ($50.04M), FIRST TR EXCHNG TRADED FD VI ($28.43M), and VANGUARD MALVERN FDS ($24.85M).
The chart below shows the top 10 valuable assets, and the table below shows the top 75 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Fiduciary Planning LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| WISDOMTREE TR | 559505 | 50036522 | US QTLY DIV GRT |
| FIRST TR EXCHNG TRADED FD VI | 502052 | 28426184 | FT VEST US EQT |
| VANGUARD MALVERN FDS | 502499 | 24853595 | STRM INFPROIDX |
| INVESCO ACTIVELY MANAGED EXC | 977936 | 24546201 | VAR RATE INVT |
| HARTFORD FDS EXCHANGE TRADED | 626613 | 24381511 | AAA CLO ETF |
| INVESCO EXCHANGE TRADED FD T | 136541 | 16133678 | S&P 100 EQL WIGH |
| VANECK ETF TRUST | 43439 | 15643553 | SEMICONDUCTR ETF |
| SELECT SECTOR SPDR TR | 101067 | 14550592 | STATE STREET TEC |
| FIDELITY COVINGTON TRUST | 252018 | 13447657 | FUNDAMENTAL LARG |
| ISHARES TR | 33412 | 11459272 | S&P 100 ETF |
| FIRST TR EXCHANGE TRADED FD | 85580 | 8414259 | RBA INDL ETF |
| ISHARES TR | 56250 | 7658403 | U.S. INSRNCE ETF |
| SPDR S&P 500 ETF TR | 9433 | 6432316 | TR UNIT |
| DBX ETF TR | 123779 | 5955031 | XTRACK MSCI EAFE |
| ISHARES TR | 8651 | 5925671 | CORE S&P500 ETF |
| INVESCO EXCHANGE TRADED FD T | 42602 | 5898715 | S&P MDCP MOMNTUM |
| INVESCO EXCH TRADED FD TR II | 41662 | 4971122 | S&P 500 MOMNTM |
| VANECK ETF TRUST | 31661 | 3932325 | URANIUM AND NUCL |
| BROADCOM INC | 11161 | 3862839 | COM |
| AMAZON COM INC | 16196 | 3738361 | COM |
| TESLA INC | 7620 | 3426866 | COM |
| APPLE INC | 11979 | 3256687 | COM |
| MICROSOFT CORP | 6412 | 3100747 | COM |
| NVIDIA CORPORATION | 16466 | 3070879 | COM |
| ALPHABET INC | 7467 | 2337076 | CAP STK CL A |
| META PLATFORMS INC | 3338 | 2203624 | CL A |
| SELECT SECTOR SPDR TR | 17649 | 2077606 | STATE STREET COM |
| VANECK ETF TRUST | 16680 | 1727375 | MRNGSTR WDE MOAT |
| EOS ENERGY ENTERPRISES INC | 137044 | 1570524 | COM CL A |
| JPMORGAN CHASE & CO. | 4765 | 1535280 | COM |
| SHOPIFY INC | 9294 | 1496055 | CL A SUB VTG SHS |
| ETF SER SOLUTIONS | 33897 | 1481313 | APTUS COLLRD INV |
| ALPS ETF TR | 26052 | 1139494 | OSHARES US SMLCP |
| ISHARES BITCOIN TRUST ETF | 20385 | 1012115 | SHS BEN INT |
| SPDR SERIES TRUST | 12057 | 967217 | STATE STREET SPD |
| PUBLIC SVC ENTERPRISE GRP IN | 12042 | 966973 | COM |
| JOHNSON & JOHNSON | 4493 | 929796 | COM |
| DBX ETF TR | 19061 | 914946 | XTRACK MSCI EURP |
| EXXON MOBIL CORP | 7455 | 897148 | COM |
| ISHARES TR | 10594 | 876883 | INTL DIV GRWTH |
| 3M CO | 5434 | 869983 | COM |
| ROBINHOOD MKTS INC | 7093 | 802218 | COM CL A |
| AIR PRODS & CHEMS INC | 3209 | 792687 | COM |
| ISHARES TR | 17906 | 750805 | GLOBAL ENERG ETF |
| ISHARES TR | 3684 | 735621 | U.S. TECH ETF |
| EA SERIES TRUST | 14241 | 718426 | BURNEY US FCTR |
| PALANTIR TECHNOLOGIES INC | 3980 | 707445 | CL A |
| ELI LILLY & CO | 608 | 652888 | COM |
| GLOBAL X FDS | 14841 | 634147 | GLOBAL X URANIUM |
| MICRON TECHNOLOGY INC | 1868 | 533201 | COM |
| CLOUDFLARE INC | 2590 | 510618 | CL A COM |
| BANK AMERICA CORP | 8135 | 447413 | COM |
| OLD DOMINION FREIGHT LINE IN | 2698 | 423046 | COM |
| VANGUARD TAX-MANAGED FDS | 6473 | 404390 | VAN FTSE DEV MKT |
| SNOWFLAKE INC | 1599 | 350757 | COM SHS |
| DORMAN PRODS INC | 2564 | 315859 | COM |
| TIDAL TRUST I | 11986 | 296773 | FUNDSTRAT GRANNY |
| COPART INC | 7351 | 287792 | COM |
| CHEVRON CORP NEW | 1880 | 286518 | COM |
| CROWDSTRIKE HLDGS INC | 601 | 281725 | CL A |
| INTERNATIONAL BUSINESS MACHS | 935 | 276956 | COM |
| HONEYWELL INTL INC | 1326 | 258739 | COM |
| ISHARES TR | 651 | 251913 | RUSSELL 3000 ETF |
| ISHARES TR | 2054 | 246850 | CORE S&P SCP ETF |
| SELECT SECTOR SPDR TR | 1527 | 236360 | STATE STREET HEA |
| VISA INC | 660 | 231599 | COM CL A |
| TREX CO INC | 6400 | 224512 | COM |
| SPDR INDEX SHS FDS | 4872 | 216362 | PORTFOLIO DEVLPD |
| CONOCOPHILLIPS | 2305 | 215732 | COM |
| BERKSHIRE HATHAWAY INC DEL | 428 | 215134 | CL B NEW |
| SOUTHERN CO | 2453 | 213902 | COM |
| ABBVIE INC | 933 | 213252 | COM |
| RTX CORPORATION | 1156 | 211938 | COM |
| PFIZER INC | 8498 | 211603 | COM |
| MCDONALDS CORP | 665 | 203244 | COM |
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