Institutional Fund
Investments & Financial Planning, LLC
Lexington, KYCIK 19093075 filings on record
Portfolio Value
$183.68M
Q1 2026
Holdings
36
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-1.4%
from $186.34M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds21.2%
- Spdr Series Trust19.4%
- Ishares Tr14.9%
- Vanguard Index Fds9.0%
- Vanguard Scottsdale Fds5.9%
- Capital Group Growth ETF5.6%
- Other23.9%
Portfolio Holdings
36 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 148.7K | $38.96M | 21.2% | −1.0K | Reduced |
| 2 | Spdr Series Trust | 364.9K | $35.73M | 19.4% | +5.4K | Added |
| 3 | Ishares Tr | 406.3K | $27.43M | 14.9% | +1.5K | Added |
| 4 | Vanguard Index Fds | 57.9K | $16.62M | 9.0% | +581 | Added |
| 5 | Vanguard Scottsdale Fds | 135.9K | $10.77M | 5.9% | −362 | Reduced |
| 6 | Capital Group Growth ETF | 255.8K | $10.28M | 5.6% | +5.4K | Added |
| 7 | Ishares Inc | 55.8K | $10.05M | 5.5% | +1.5K | Added |
| 8 | Vanguard Intl Equity Index F | 53.4K | $7.39M | 4.0% | −729 | Reduced |
| 9 | Nvidia Corporation | 24.8K | $4.33M | 2.4% | +527 | Added |
| 10 | Vanguard Bd Index Fds | 54.1K | $4.17M | 2.3% | +8.1K | Added |
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