Fiduciary Planning LLC

CIK

1792851

Location

ENGLEWOOD, FL

Portfolio Value

Small $382,325,457

Diversification

Diversified

Filing Date

Global Rank

#4,521 / 8,798 ▼ 56 · as of Jun 2026

Top Industry

Semiconductors 19.3%

Period ended 3 months ago

Filed Jul 31, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

67 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.6%

+0.7 pts

Top 5

48.2%

−0.5 pts

Top 10

78.4%

+1.8 pts

HHI

724

Diversified+19

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.7%	$331,591,618	26
Technology	5.0%	$19,295,360	11
Financial Services	3.0%	$11,588,668	10
Consumer Cyclical	1.9%	$7,336,989	3
Communication Services	1.2%	$4,732,202	2
Industrials	0.7%	$2,503,217	5
Energy	0.5%	$1,827,767	4
Healthcare	0.3%	$1,296,718	3
Utilities	0.3%	$1,212,104	2
Basic Materials	0.2%	$940,814	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+109,466	622,496	$59,523,067
FBCG	Fidelity Blue Chip Growth ETF	+13,254	281,873	$16,605,138
DVVY	Invesco Diversified Dividend Opportunities ETF	+12,085	1,001,872	$25,116,931
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+8,674	142,241	$35,598,127
ACGO	Hartford Alpha Capture Growth ETF	+5,245	641,399	$24,923,482
ABI	VictoryShares Pioneer Asset-Based Income ETF	+3,412	181,309	$25,141,690
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	+3,070	151,119	$8,244,891
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+2,152	132,052	$23,454,544
AFK	VanEck Africa Index ETF	+1,834	94,921	$33,555,223
NVDA	Nvidia Corp	+1,713	17,847	$3,571,006
IREN	IREN Ltd	+1,650	7,492	$342,609
AIRR	First Trust RBA American Industrial Renaissance ETF	+696	85,495	$11,392,208
GOOGL	Alphabet Inc.	+569	8,038	$2,869,966
LMND	Lemonade, Inc.	+475	5,422	$352,701
SHOP	Shopify Inc.	+440	10,227	$1,167,718
MSFT	Microsoft Corp	+408	6,829	$2,547,353
PLTR	Palantir Technologies Inc.	+324	6,218	$725,454
NET	Cloudflare, Inc.	+250	3,386	$830,518
AAPL	Apple Inc.	+52	11,938	$3,454,379
CWI	State Street SPDR MSCI ACWI ex-US ETF	+15	4,887	$246,255
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+9	12,075	$1,061,151
ABBV	AbbVie Inc.	+3	939	$236,289
XOM	ExxonMobil Holdings Corp	+3	7,461	$1,020,067
JPM	Jpmorgan Chase & Co	+2	4,733	$1,549,252
CVX	Chevron Corp	+1	1,881	$311,794
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
BNDC	FlexShares Core Select Bond Fund	−85,467	19,674	$1,768,102
EOSE	Eos Energy Enterprises, Inc.	−9,619	100,077	$588,452
AFGR	First Trust Active Factor Large Cap Growth ETF	−6,124	497,888	$30,361,210
SPY	Spdr S&P 500 ETF Trust	−4,697	3,878	$2,895,974
JNJ	Johnson & Johnson	−3,194	1,304	$331,176
AGNG	Global X Funds Global X Aging Population ETF	−1,875	19,024	$831,348
ACES	ALPS Clean Energy ETF	−928	24,046	$1,142,665
BKF	iShares MSCI BIC ETF	−818	2,866	$722,891
AAAA	Amplius Aggressive Asset Allocation ETF	−598	13,495	$785,368
ODFL	Old Dominion Freight Line, Inc.	−411	2,287	$495,364
MU	Micron Technology Inc	−329	1,459	$1,684,109
AMZN	Amazon Com Inc	−103	16,017	$3,817,491
IBM	International Business Machines Corp	−100	835	$234,810
CRWD	CrowdStrike Holdings, Inc.	−87	714	$544,881
IVZ	Invesco Ltd.	−59	43,896	$7,090,959
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	−53	506,031	$25,417,937
AVGO	Broadcom Inc.	−26	11,166	$4,217,956
META	Meta Platforms, Inc.	−14	3,306	$1,862,236
VEA	Vanguard FTSE Developed Markets ETF	−1	6,345	$452,081
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	546	$317,176
V	Visa Inc.	696	$238,790
ALL	Allstate Corp	924	$219,856
—		4,996	$210,131
VB	Vanguard Morningstar Small-Cap ETF	543	$200,931
INV	Innventure, Inc.	22,000	$111,540
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	1,326	$299,715
PFE	Pfizer Inc	7,433	$208,718
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 tracked positions · $382,325,457 total · filing declares 80 positions · $382,327,221 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	622,496	+109,466	$59,523,067	+32.1%	15.57%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	142,241	+8,674	$35,598,127	—	9.31%
AFK	VanEck Africa Index ETF	Added	94,921	+1,834	$33,555,223	+48.9%	8.78%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	497,888	-6,124	$30,361,210	+7.9%	7.94%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Reduced	506,031	-53	$25,417,937	+0.6%	6.65%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	181,309	+3,412	$25,141,690	+15.5%	6.58%
DVVY	Invesco Diversified Dividend Opportunities ETF	Added	1,001,872	+12,085	$25,116,931	+1.4%	6.57%
ACGO	Hartford Alpha Capture Growth ETF	Added	641,399	+5,245	$24,923,482	+1.1%	6.52%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	132,052	+2,152	$23,454,544	+39.0%	6.13%
FBCG	Fidelity Blue Chip Growth ETF	Added	281,873	+13,254	$16,605,138	+20.5%	4.34%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	85,495	+696	$11,392,208	+21.3%	2.98%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Added	151,119	+3,070	$8,244,891	+12.9%	2.16%
IVZ	Invesco Ltd. Financial Services	Reduced	43,896	-59	$7,090,959	+43.9%	1.85%
AVGO	Broadcom Inc. Technology	Reduced	11,166	-26	$4,217,956	+21.8%	1.10%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	16,017	-103	$3,817,491	+13.7%	1.00%
NVDA	Nvidia Corp Technology	Added	17,847	+1,713	$3,571,006	+26.9%	0.93%
AAPL	Apple Inc. Technology	Added	11,938	+52	$3,454,379	+14.5%	0.90%
TSLA	Tesla, Inc. Consumer Cyclical	Held	7,536	0	$3,169,641	+13.1%	0.83%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,878	-4,697	$2,895,974	−48.1%	0.76%
GOOGL	Alphabet Inc. Communication Services	Added	8,038	+569	$2,869,966	+33.6%	0.75%
MSFT	Microsoft Corp Technology	Added	6,829	+408	$2,547,353	+7.2%	0.67%
META	Meta Platforms, Inc. Communication Services	Reduced	3,306	-14	$1,862,236	−2.0%	0.49%
BNDC	FlexShares Core Select Bond Fund	Reduced	19,674	-85,467	$1,768,102	−78.5%	0.46%
MU	Micron Technology Inc Technology	Reduced	1,459	-329	$1,684,109	+178.8%	0.44%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,733	+2	$1,549,252	+11.3%	0.41%
		Held	28,565	0	$1,317,989	+10.0%	0.34%
SHOP	Shopify Inc. Technology	Added	10,227	+440	$1,167,718	+0.6%	0.31%
ACES	ALPS Clean Energy ETF	Reduced	24,046	-928	$1,142,665	+4.6%	0.30%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	12,075	+9	$1,061,151	+14.9%	0.28%
XOM	ExxonMobil Holdings Corp Energy	Added	7,461	+3	$1,020,067	−19.4%	0.27%
HOOD	Robinhood Markets, Inc. Financial Services	Held	10,024	0	$1,005,206	+44.7%	0.26%
PEG	Public Service Enterprise Group Inc Utilities	Held	12,042	0	$977,328	+0.3%	0.26%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	3,209	0	$940,814	+0.9%	0.25%
MMM	3M Co Industrials	Held	5,434	0	$879,818	+11.5%	0.23%
AGNG	Global X Funds Global X Aging Population ETF	Reduced	19,024	-1,875	$831,348	−17.9%	0.22%
NET	Cloudflare, Inc. Technology	Added	3,386	+250	$830,518	+28.3%	0.22%
AAAA	Amplius Aggressive Asset Allocation ETF	Reduced	13,495	-598	$785,368	+14.3%	0.21%
LLY	ELI LILLY & Co Healthcare	Held	608	0	$729,253	+30.4%	0.19%
PLTR	Palantir Technologies Inc. Technology	Added	6,218	+324	$725,454	−15.9%	0.19%
BKF	iShares MSCI BIC ETF	Reduced	2,866	-818	$722,891	+8.2%	0.19%
EOSE	Eos Energy Enterprises, Inc. Industrials	Reduced	100,077	-9,619	$588,452	+8.2%	0.15%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	714	-87	$544,881	+74.2%	0.14%
ODFL	Old Dominion Freight Line, Inc. Industrials	Reduced	2,287	-411	$495,364	−6.0%	0.13%
BAC	Bank Of America Corp /De/ Financial Services	Held	8,136	0	$463,589	+16.9%	0.12%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	6,345	-1	$452,081	+11.2%	0.12%
LMND	Lemonade, Inc. Financial Services	Added	5,422	+475	$352,701	+13.7%	0.09%
DORM	Dorman Products, Inc. Consumer Cyclical	Held	2,564	0	$349,857	+30.7%	0.09%
IREN	IREN Ltd Financial Services	Added	7,492	+1,650	$342,609	+71.1%	0.09%
JNJ	Johnson & Johnson Healthcare	Reduced	1,304	-3,194	$331,176	−69.9%	0.09%
IBIT	iShares Bitcoin Trust ETF	Held	9,794	0	$326,042	−13.4%	0.09%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.