Investments & Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 23, 2026, for the 2025 Q4 period, Investments & Financial Planning, LLC held in its portfolio 33 assets valued at $186,337,868 (i.e. $186.34M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($40.45M), VANGUARD INDEX FDS ($38.63M), and ISHARES TR ($26.72M).
The chart below shows the top 10 valuable assets, and the table below shows the top 33 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Investments & Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 400448 | 40453937 | STATE STREET SPD |
| VANGUARD INDEX FDS | 149742 | 38625987 | SMALL CP ETF |
| ISHARES TR | 404791 | 26716182 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 57285 | 16625307 | MID CAP ETF |
| CAPITAL GROUP GROWTH ETF | 250356 | 11133326 | SHS CREATION UNI |
| VANGUARD SCOTTSDALE FDS | 136284 | 10865935 | SHRT TRM CORP BD |
| ISHARES INC | 54335 | 10093837 | MSCI WORLD ETF |
| VANGUARD INTL EQUITY INDEX F | 54138 | 7636699 | TT WRLD ST ETF |
| NVIDIA CORPORATION | 24280 | 4528146 | COM |
| VANGUARD BD INDEX FDS | 45926 | 3576733 | INTERMED TERM |
| ISHARES TR | 59389 | 2546019 | 0-5YR HI YL CP |
| TESLA INC | 5557 | 2499094 | COM |
| VANGUARD INDEX FDS | 3583 | 1748086 | GROWTH ETF |
| ISHARES TR | 8879 | 951070 | NATIONAL MUN ETF |
| VANGUARD CHARLOTTE FDS | 19515 | 942974 | TOTAL INT BD ETF |
| VANGUARD INDEX FDS | 4736 | 904452 | VALUE ETF |
| APPLE INC | 2976 | 809020 | COM |
| VANGUARD WHITEHALL FDS | 8312 | 560488 | EM MK GOV BD ETF |
| SCHWAB STRATEGIC TR | 17612 | 521503 | US LCAP VA ETF |
| VANGUARD INDEX FDS | 2682 | 475635 | MCAP VL IDXVIP |
| AMAZON COM INC | 1859 | 429094 | COM |
| ISHARES TR | 3957 | 422235 | SHRT NAT MUN ETF |
| ISHARES TR | 3817 | 420546 | IBOXX INV CP ETF |
| SPDR INDEX SHS FDS | 9043 | 401586 | PORTFOLIO DEVLPD |
| VANGUARD INDEX FDS | 1847 | 391124 | SM CP VAL ETF |
| SCHWAB STRATEGIC TR | 11886 | 387730 | US LCAP GR ETF |
| MICROSOFT CORP | 633 | 306025 | COM |
| BOEING CO | 1191 | 258590 | COM |
| SCHWAB CHARLES CORP | 2500 | 249783 | COM |
| ALPHABET INC | 707 | 221214 | CAP STK CL A |
| DISNEY WALT CO | 1931 | 219662 | COM |
| UNITEDHEALTH GROUP INC | 642 | 211995 | COM |
| SPDR INDEX SHS FDS | 4355 | 203854 | PORTFOLIO EMG MK |
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