Donalies Financial Planning, LLC

CIK

2111587

Location

WASHINGTON, DC

Portfolio Value

Micro $21,401,779

Diversification

Diversified

Filing Date

Global Rank

#7,741 / 8,517 ▲ 127

Top Industry

Consumer Electronics 21.6%

3Y Alpha vs SPY

+5.5%

Period ended 46 days ago

Filed Aug 6, 2026 · 9d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+15.4%

SPY

+13.9%

Annualised alpha

+3.6%

Max drawdown

−9.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

20.9%

+2.6 pts

Top 5

68.5%

+7.6 pts

Top 10

84.2%

+5.3 pts

HHI

1,198

Diversified+288

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	45.3%	$9,687,117	7
Consumer Cyclical	23.9%	$5,120,839	3
Communication Services	15.2%	$3,260,426	2
Healthcare	4.3%	$919,102	2
Industrials	3.9%	$831,686	1
Unclassified	3.2%	$681,054	1
Financial Services	2.4%	$522,389	2
Utilities	1.8%	$379,166	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+127	12,189	$252,312
SBUX	Starbucks Corp	+36	6,070	$620,293
NEE	Nextera Energy Inc	+25	4,320	$379,166
ABBV	AbbVie Inc.	+12	2,580	$649,231
NVDA	Nvidia Corp	+3	3,108	$621,879
CAT	Caterpillar Inc	+1	781	$831,686
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−545	15,451	$4,470,901
AMZN	Amazon Com Inc	−444	16,677	$3,974,796
GOOGL	Alphabet Inc.	−117	8,438	$3,008,114
MSFT	Microsoft Corp	−59	6,341	$2,365,319
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	4,373	$610,601
CSCO	Cisco Systems, Inc.	1,950	$229,047
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	83,885	$5,375,350
VXUS	Vanguard Total International Stock ETF	17,391	$1,341,020
BIV	Vanguard Intermediate-Term Bond ETF	16,361	$1,262,741
BNDX	Vanguard Total International Bond ETF	22,283	$1,070,698
VB	Vanguard Morningstar Small-Cap ETF	3,952	$1,035,107
VIG	Vanguard Dividend Appreciation ETF	2,238	$481,304
VXF	Vanguard Extended Market ETF	1,312	$270,009
NFLX	Netflix Inc	2,190	$210,568
VIGI	Vanguard International Dividend Appreciation ETF	2,332	$206,288
XOM	ExxonMobil Holdings Corp	1,214	$205,967
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 tracked positions · $21,401,779 total · filing declares 78 positions · $135,680,379 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	15,451	-545	$4,470,901	+10.1%	20.89%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	16,677	-444	$3,974,796	+11.5%	18.57%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,438	-117	$3,008,114	+22.3%	14.06%
MSFT	Microsoft Corp Technology	Reduced	6,341	-59	$2,365,319	−0.2%	11.05%
CAT	Caterpillar Inc Industrials	Added	781	+1	$831,686	+50.5%	3.89%
STX	Seagate Technology Holdings plc Technology	Held	822	0	$793,230	+146.3%	3.71%
SPY	Spdr S&P 500 ETF Trust	Held	912	0	$681,054	+14.8%	3.18%
ABBV	AbbVie Inc. Healthcare	Added	2,580	+12	$649,231	+16.2%	3.03%
NVDA	Nvidia Corp Technology	Added	3,108	+3	$621,879	+14.8%	2.91%
SBUX	Starbucks Corp Consumer Cyclical	Added	6,070	+36	$620,293	+14.7%	2.90%
INTC	Intel Corp Technology	NEW	4,373	NEW	$610,601	NEW	2.85%
TXN	Texas Instruments Inc Technology	Held	2,000	0	$596,140	+53.5%	2.79%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,250	0	$525,750	+13.1%	2.46%
NEE	Nextera Energy Inc Utilities	Added	4,320	+25	$379,166	−5.0%	1.77%
LLY	ELI LILLY & Co Healthcare	Held	225	0	$269,871	+30.4%	1.26%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	537	0	$268,709	+4.4%	1.26%
JPM	Jpmorgan Chase & Co Financial Services	Held	775	0	$253,680	+11.3%	1.19%
T	At&T Inc. Communication Services	Added	12,189	+127	$252,312	−27.8%	1.18%
CSCO	Cisco Systems, Inc. Technology	NEW	1,950	NEW	$229,047	NEW	1.07%

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.