Fiduciary Planning LLC

CIK

1792851

Location

ENGLEWOOD, FL

Portfolio Value

Micro $43,941,014

Diversification

Diversified

Filing Date

Global Rank

#7,007 / 8,605 ▼ 29 · as of Mar 2026

Top Industry

Semiconductors 18.1%

3Y Alpha vs SPY

-1.6%

Period ended 3 months ago

Filed Apr 27, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.1%

SPY

+76.5%

Annualised alpha

-1.7%

Max drawdown

−23.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

40 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.7%

−0.3 pts

Top 5

41.5%

−0.5 pts

Top 10

65.6%

−1.2 pts

HHI

548

Diversified−16

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.7%	$15,250,271	10
Consumer Cyclical	14.6%	$6,426,399	3
Unclassified	13.5%	$5,952,950	2
Communication Services	9.2%	$4,047,256	2
Financial Services	7.3%	$3,198,400	6
Industrials	6.0%	$2,616,255	6
Energy	5.1%	$2,234,740	4
Healthcare	4.7%	$2,070,999	4
Utilities	2.8%	$1,211,562	2
Basic Materials	2.1%	$932,182	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
HOOD	Robinhood Markets, Inc.	+2,931	10,024	$694,663
PLTR	Palantir Technologies Inc.	+1,914	5,894	$862,174
NET	Cloudflare, Inc.	+546	3,136	$647,082
SHOP	Shopify Inc.	+493	9,787	$1,160,933
CRWD	CrowdStrike Holdings, Inc.	+200	801	$78,179
AVGO	Broadcom Inc.	+31	11,192	$3,464,035
MSFT	Microsoft Corp	+9	6,421	$2,376,861
JNJ	Johnson & Johnson	+5	4,498	$1,099,491
ABBV	AbbVie Inc.	+3	936	$203,570
XOM	Exxon Mobil Corp	+3	7,458	$1,265,324
GOOGL	Alphabet Inc.	+2	7,469	$2,147,785
BAC	Bank Of America Corp /De/	+1	8,136	$396,630
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
EOSE	Eos Energy Enterprises, Inc.	−27,348	109,696	$544,092
IBIT	iShares Bitcoin Trust ETF	−10,591	9,794	$376,285
PFE	Pfizer Inc	−1,065	7,433	$208,718
SPY	Spdr S&P 500 ETF Trust	−858	8,575	$5,576,665
NVDA	Nvidia Corp	−332	16,134	$2,813,769
AAPL	Apple Inc.	−93	11,886	$3,016,547
TSLA	Tesla, Inc.	−84	7,536	$2,801,508
MU	Micron Technology Inc	−80	1,788	$604,057
AMZN	Amazon Com Inc	−76	16,120	$3,357,312
JPM	Jpmorgan Chase & Co	−34	4,731	$1,391,670
META	Meta Platforms, Inc.	−18	3,320	$1,899,471
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
LMND	Lemonade, Inc.	4,947	$310,077
PSX	Phillips 66	1,516	$276,184
IREN	IREN Ltd	5,842	$200,263
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
SNOW	Snowflake Inc.	1,599	$350,756
CPRT	Copart Inc	7,351	$287,791
V	Visa Inc.	660	$231,468
MCD	Mcdonalds Corp	665	$203,243
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

40 positions · $43,941,014 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	8,575	-858	$5,576,665	−13.3%	12.69%
AVGO	Broadcom Inc. Technology	Added	11,192	+31	$3,464,035	−10.3%	7.88%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	16,120	-76	$3,357,312	−10.2%	7.64%
AAPL	Apple Inc. Technology	Reduced	11,886	-93	$3,016,547	−7.4%	6.86%
NVDA	Nvidia Corp Technology	Reduced	16,134	-332	$2,813,769	−8.4%	6.40%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	7,536	-84	$2,801,508	−18.2%	6.38%
MSFT	Microsoft Corp Technology	Added	6,421	+9	$2,376,861	−23.4%	5.41%
GOOGL	Alphabet Inc. Communication Services	Added	7,469	+2	$2,147,785	−8.1%	4.89%
META	Meta Platforms, Inc. Communication Services	Reduced	3,320	-18	$1,899,471	−13.8%	4.32%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,731	-34	$1,391,670	−9.4%	3.17%
XOM	Exxon Mobil Corp Energy	Added	7,458	+3	$1,265,324	+41.0%	2.88%
SHOP	Shopify Inc. Technology	Added	9,787	+493	$1,160,933	−22.4%	2.64%
JNJ	Johnson & Johnson Healthcare	Added	4,498	+5	$1,099,491	+18.2%	2.50%
PEG	Public Service Enterprise Group Inc Utilities	Held	12,042	0	$974,799	+0.8%	2.22%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	3,209	0	$932,182	+17.6%	2.12%
PLTR	Palantir Technologies Inc. Technology	Added	5,894	+1,914	$862,174	+21.9%	1.96%
MMM	3M Co Industrials	Held	5,434	0	$789,179	−9.3%	1.80%
HOOD	Robinhood Markets, Inc. Financial Services	Added	10,024	+2,931	$694,663	−13.4%	1.58%
NET	Cloudflare, Inc. Technology	Added	3,136	+546	$647,082	+26.7%	1.47%
MU	Micron Technology Inc Technology	Reduced	1,788	-80	$604,057	+13.3%	1.37%
LLY	ELI LILLY & Co Healthcare	Held	608	0	$559,220	−14.4%	1.27%
EOSE	Eos Energy Enterprises, Inc. Industrials	Reduced	109,696	-27,348	$544,092	−65.4%	1.24%
ODFL	Old Dominion Freight Line, Inc. Industrials	Held	2,698	0	$527,189	+24.6%	1.20%
BAC	Bank Of America Corp /De/ Financial Services	Added	8,136	+1	$396,630	−11.4%	0.90%
CVX	Chevron Corp Energy	Held	1,880	0	$388,972	+35.8%	0.89%
IBIT	iShares Bitcoin Trust ETF	Reduced	9,794	-10,591	$376,285	−62.8%	0.86%
LMND	Lemonade, Inc. Financial Services	NEW	4,947	NEW	$310,077	NEW	0.71%
COP	Conocophillips Energy	Held	2,305	0	$304,260	+41.0%	0.69%
HON	Honeywell International Inc Industrials	Held	1,326	0	$299,715	+15.9%	0.68%
PSX	Phillips 66 Energy	NEW	1,516	NEW	$276,184	NEW	0.63%
DORM	Dorman Products, Inc. Consumer Cyclical	Held	2,564	0	$267,579	−15.3%	0.61%
SO	Southern Co Utilities	Held	2,453	0	$236,763	+10.7%	0.54%
TREX	Trex Co Inc Industrials	Held	6,400	0	$233,088	+3.8%	0.53%
IBM	International Business Machines Corp Technology	Held	935	0	$226,634	−18.2%	0.52%
RTX	RTX Corp Industrials	Held	1,156	0	$222,992	+5.2%	0.51%
PFE	Pfizer Inc Healthcare	Reduced	7,433	-1,065	$208,718	−1.4%	0.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	428	0	$205,097	−4.7%	0.47%
ABBV	AbbVie Inc. Healthcare	Added	936	+3	$203,570	−4.5%	0.46%
IREN	IREN Ltd Financial Services	NEW	5,842	NEW	$200,263	NEW	0.46%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	801	+200	$78,179	+11.0%	0.18%