Fiduciary Planning
$382M 13F equity value
84 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Fiduciary Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DGRW | WISDOMTREE TR | 622,496 | $60M | 15.6% |
| FFEB | FIRST TR EXCHNG TRADED FD VI | 497,888 | $30M | 7.9% |
| SMH | VANECK ETF TRUST | 42,107 | $28M | 7.2% |
| VTIP | VANGUARD MALVERN FDS | 506,031 | $25M | 6.6% |
| VRIG | INVESCO ACTIVELY MANAGED EXC | 1,001,872 | $25M | 6.6% |
| TRPA | HARTFORD FDS EXCHANGE TRADED | 641,399 | $25M | 6.5% |
| XLK | SELECT SECTOR SPDR TR | 110,809 | $21M | 5.5% |
| EQWL | INVESCO EXCHANGE TRADED FD T | 138,770 | $18M | 4.7% |
| FFLC | FIDELITY COVINGTON TRUST | 281,873 | $17M | 4.3% |
| OEF | ISHARES TR | 36,274 | $13M | 3.5% |
Track Fiduciary Planning's 13F portfolio: $382M in reported holdings, 84 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}