Institutional Fund
Fiduciary Planning LLC
Englewood, FLCIK 17928515 filings on record
Portfolio Value
$331.10M
Q1 2026
Holdings
76
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+0.5%
from $329.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wisdomtree Tr13.6%
- First Tr Exchng Traded Fd Vi8.5%
- Vanguard Malvern Fds7.6%
- Invesco Actively Managed Exc7.5%
- Hartford Fds Exchange Traded7.4%
- Vaneck ETF Trust5.0%
- Other50.4%
Portfolio Holdings
76 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 513.0K | $45.06M | 13.6% | −46.5K | Reduced |
| 2 | First Tr Exchng Traded Fd Vi | 504.0K | $28.15M | 8.5% | +2.0K | Added |
| 3 | Vanguard Malvern Fds | 506.1K | $25.28M | 7.6% | +3.6K | Added |
| 4 | Invesco Actively Managed Exc | 989.8K | $24.78M | 7.5% | +11.9K | Added |
| 5 | Hartford Fds Exchange Traded | 636.2K | $24.65M | 7.4% | +9.5K | Added |
| 6 | Vaneck ETF Trust | 42.9K | $16.43M | 5.0% | −581 | Reduced |
| 7 | Invesco Exchange Traded Fd T | 135.6K | $15.62M | 4.7% | −991 | Reduced |
| 8 | Select Sector Spdr Tr | 109.8K | $14.59M | 4.4% | +8.7K | Added |
| 9 | Fidelity Covington Trust | 268.6K | $13.78M | 4.2% | +16.6K | Added |
| 10 | Ishares Tr | 34.9K | $11.11M | 3.4% | +1.5K | Added |
66 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio