Financial Plan
$1.1B 13F equity value
103 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Financial Plan 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 |
|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 1,428,195 | $183M | 17.4% |
| DFAC | DIMENSIONAL ETF TRUST | 3,704,312 | $164M | 15.6% |
| AVDE | AMERICAN CENTY ETF TR | 1,209,058 | $108M | 10.2% |
| DFIC | DIMENSIONAL ETF TRUST | 1,614,612 | $60M | 5.7% |
| DFSD | DIMENSIONAL ETF TRUST | 1,038,034 | $50M | 4.7% |
| AVEM | AMERICAN CENTY ETF TR | 511,267 | $49M | 4.7% |
| AVSF | AMERICAN CENTY ETF TR | 926,710 | $43M | 4.1% |
| VTIP | VANGUARD MALVERN FDS | 776,767 | $39M | 3.7% |
| AVRE | AMERICAN CENTY ETF TR | 797,049 | $38M | 3.6% |
| DFEM | DIMENSIONAL ETF TRUST | 763,903 | $31M | 2.9% |
Track Financial Plan's 13F portfolio: $1.1B in reported holdings, 103 positions. Top holdings and quarterly changes on SentiSense.
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