Financial Planning Fort Collins, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 18, 2026, for the 2025 Q4 period, Financial Planning Fort Collins, LLC held in its portfolio 27 assets valued at $113,884,513 (i.e. $113.89M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($39.12M), NVIDIA CORPORATION ($21.23M), and SPDR INDEX SHS FDS ($10.53M).
The chart below shows the top 10 valuable assets, and the table below shows the top 27 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Financial Planning Fort Collins, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 782934 | 39117567 | STATE STREET SPD |
| NVIDIA CORPORATION | 190083 | 21226093 | COM |
| SPDR INDEX SHS FDS | 237065 | 10528040 | PORTFOLIO DEVLPD |
| VANGUARD INDEX FDS | 21032 | 7051275 | TOTAL STK MKT |
| ISHARES TR | 57798 | 6190763 | NATIONAL MUN ETF |
| SPDR INDEX SHS FDS | 101048 | 4730059 | PORTFOLIO EMG MK |
| VANGUARD INDEX FDS | 9435 | 2970197 | LARGE CAP ETF |
| ISHARES TR | 18847 | 2901652 | U.S. BAS MTL ETF |
| VANGUARD INDEX FDS | 10801 | 2786180 | SMALL CP ETF |
| VANGUARD INDEX FDS | 9446 | 2741484 | MID CAP ETF |
| ISHARES TR | 46196 | 2631339 | CRE U S REIT ETF |
| ISHARES TR | 40091 | 1918359 | ESG AWR US AGRGT |
| FIDELITY MERRIMACK STR TR | 34495 | 1732878 | SYSTEMATIC MUN |
| ISHARES TR | 7721 | 1075815 | ESG OPTIMIZED |
| MICROSOFT CORP | 2008 | 971120 | COM |
| VANGUARD INTL EQUITY INDEX F | 6230 | 878838 | TT WRLD ST ETF |
| ISHARES TR | 8265 | 785920 | ESG AW MSCI EAFE |
| AURORA INNOVATION INC | 198102 | 760712 | CLASS A COM |
| ABBOTT LABS | 3885 | 486752 | COM |
| ABBVIE INC | 2048 | 467948 | COM |
| SCHWAB STRATEGIC TR | 13216 | 431109 | US LCAP GR ETF |
| PEPSICO INC | 2242 | 321772 | COM |
| ISHARES INC | 5990 | 264581 | ESG AWR MSCI EM |
| WALMART INC | 2133 | 237638 | COM |
| ISHARES TR | 14099 | 231647 | GL CLEAN ENE ETF |
| NUSHARES ETF TR | 5051 | 225521 | NUVEEN ESG SMLCP |
| NUSHARES ETF TR | 7786 | 219254 | NUVEEN SHRT TERM |
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