Donalies Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Donalies Financial Planning, LLC held in its portfolio 70 assets valued at $117,439,197 (i.e. $117.44M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($12.74M), VANGUARD INDEX FDS ($12.40M), and DIMENSIONAL ETF TRUST ($5.87M).
The chart below shows the top 10 valuable assets, and the table below shows the top 70 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Donalies Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 321727 | 12737177 | US CORE EQUITY 2 |
| VANGUARD INDEX FDS | 19779 | 12404279 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 135160 | 5869999 | US SUSTAINABILTY |
| VANGUARD TAX-MANAGED FDS | 83960 | 5245007 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 13273 | 4450031 | TOTAL STK MKT |
| APPLE INC | 16203 | 4404838 | COM |
| DIMENSIONAL ETF TRUST | 102636 | 4397440 | INTERNATIONAL |
| AMAZON COM INC | 17609 | 4064509 | COM |
| DIMENSIONAL ETF TRUST | 88583 | 3770084 | CORE FIXED INCOM |
| VANGUARD BD INDEX FDS | 44857 | 3322548 | TOTAL BND MRKT |
| DIMENSIONAL ETF TRUST | 69934 | 3272911 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 64314 | 3209269 | INTERNATNAL VAL |
| VANGUARD INDEX FDS | 16751 | 3199316 | VALUE ETF |
| MICROSOFT CORP | 6490 | 3138657 | COM |
| DIMENSIONAL ETF TRUST | 95763 | 3134338 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 38720 | 2871862 | US EQUITY MARKET |
| ALPHABET INC | 7029 | 2200092 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 40112 | 2111295 | GLOBAL EX US COR |
| VANGUARD INDEX FDS | 9130 | 1933587 | SM CP VAL ETF |
| DIMENSIONAL ETF TRUST | 44949 | 1709396 | US HIGH PROFITAB |
| VANGUARD INDEX FDS | 3385 | 1651484 | GROWTH ETF |
| DIMENSIONAL ETF TRUST | 46510 | 1514831 | EMGR CRE EQT MNG |
| VANGUARD WHITEHALL FDS | 10363 | 1487307 | HIGH DIV YLD |
| VANGUARD STAR FDS | 17682 | 1333896 | VG TL INTL STK F |
| DIMENSIONAL ETF TRUST | 18530 | 1291016 | US SMALL CAP ETF |
| VANGUARD MALVERN FDS | 25173 | 1245061 | STRM INFPROIDX |
| VANGUARD INTL EQUITY INDEX F | 22930 | 1232706 | FTSE EMR MKT ETF |
| VANGUARD BD INDEX FDS | 15011 | 1169054 | INTERMED TERM |
| VANGUARD INDEX FDS | 12411 | 1098241 | REAL ESTATE ETF |
| VANGUARD INDEX FDS | 3846 | 992187 | SMALL CP ETF |
| VANGUARD WORLD FD | 1112 | 837898 | INF TECH ETF |
| VANGUARD CHARLOTTE FDS | 16303 | 787778 | TOTAL INT BD ETF |
| DIMENSIONAL ETF TRUST | 12877 | 766697 | US TARGETED VLU |
| DIREXION SHS ETF TR | 6240 | 733138 | DLY TECH BULL 3X |
| VANGUARD MUN BD FDS | 14311 | 719723 | TAX EXEMPT BD |
| DIMENSIONAL ETF TRUST | 14583 | 699277 | SHORT DURATION F |
| VANGUARD SPECIALIZED FUNDS | 2954 | 649256 | DIV APP ETF |
| SPDR S&P 500 ETF TR | 912 | 621911 | TR UNIT |
| TESLA INC | 1250 | 562150 | COM |
| DIMENSIONAL ETF TRUST | 9889 | 534683 | GLOBAL CORE PLUS |
| DIMENSIONAL ETF TRUST | 12812 | 532384 | INFLATION PROTE |
| ALPHABET INC | 1649 | 517561 | CAP STK CL C |
| STARBUCKS CORP | 5997 | 504969 | COM |
| DIMENSIONAL ETF TRUST | 14643 | 481604 | US SMALL CAP VAL |
| NVIDIA CORPORATION | 2564 | 478228 | COM |
| DIMENSIONAL ETF TRUST | 11665 | 444553 | INTL CORE EQT MK |
| CATERPILLAR INC | 675 | 386706 | COM |
| ABBVIE INC | 1683 | 384456 | COM |
| VANGUARD BD INDEX FDS | 4744 | 373882 | SHORT TRM BOND |
| VANGUARD WHITEHALL FDS | 4066 | 371836 | INTL DVD ETF |
| DIMENSIONAL ETF TRUST | 11110 | 367519 | EMERGING MKTS CO |
| TEXAS INSTRS INC | 2000 | 346980 | COM |
| DIMENSIONAL ETF TRUST | 7387 | 344160 | US MKTWIDE VALUE |
| NEXTERA ENERGY INC | 4271 | 342891 | COM |
| DIMENSIONAL ETF TRUST | 10747 | 340304 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 9112 | 311720 | US LARGE CAP VAL |
| SPDR INDEX SHS FDS | 6571 | 307585 | PORTFOLIO EMG MK |
| DIMENSIONAL ETF TRUST | 11562 | 305468 | GLOBAL REAL EST |
| AT&T INC | 11937 | 296503 | COM |
| VANGUARD INDEX FDS | 1311 | 274085 | EXTEND MKT ETF |
| VANGUARD MUN BD FDS | 2708 | 273086 | INTERMEDIATE TRM |
| BERKSHIRE HATHAWAY INC DEL | 537 | 270090 | CL B NEW |
| ISHARES TR | 4858 | 255605 | US INFRASTRUC |
| JPMORGAN CHASE & CO. | 775 | 249761 | COM |
| DIMENSIONAL ETF TRUST | 5589 | 231832 | EMERGING MARKETS |
| DIMENSIONAL ETF TRUST | 9920 | 227175 | US REAL ESTATE E |
| SEAGATE TECHNOLOGY HLDNGS PL | 822 | 226289 | ORD SHS |
| DIMENSIONAL ETF TRUST | 2797 | 206922 | WORLD EQUITY ETF |
| NETFLIX INC | 2190 | 205334 | COM |
| ISHARES TR | 2000 | 204780 | 0-5 YR TIPS ETF |
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