Donalies Financial Planning, LLC

Registered adviser

CIK

2111587

Location

WASHINGTON, DC

Portfolio Value

Small $134,677,247

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,644 / 8,811 ▼ 315 · as of Jun 2026

Top Industry

Consumer Electronics 22.2%

Period ended 21 days ago

Filed Oct 19, 2026 · 2d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 164700

Roster of Oct 1, 2026

Regulatory AUM

$204,548,423

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$204,548,423	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$180,177,659	Individuals and high net worth (100%)
Feb 2025 to Mar 2025	$100,081,072	Individuals and high net worth (100%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 86.0% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 82.0%; sector active share 75.2% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

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

View clone backtest

Portfolio Concentration

78 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

41.5%

−1.6 pts

Top 5

74.9%

−1.2 pts

Top 10

85.6%

−0.4 pts

HHI

2,260

Moderately concentrated−126

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	82.9%	$111,661,264	56
Technology	8.0%	$10,759,708	7
Consumer Cyclical	4.0%	$5,454,091	3
Communication Services	2.4%	$3,199,893	3
Healthcare	0.7%	$936,553	2
Consumer Defensive	0.6%	$867,329	2
Financial Services	0.6%	$835,942	3
Industrials	0.5%	$633,226	1
Utilities	0.2%	$329,241	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFCF	Dimensional Core Fixed Income ETF	+8,091	113,041	$4,535,204
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+4,470	37,822	$1,861,598
DFGX	Dimensional International Core Fixed Income ETF	+3,886	49,360	$2,524,221
DFSD	Dimensional Short-Duration Fixed Income ETF	+3,552	18,361	$853,272
DFAU	Dimensional US Core Equity Market ETF	+3,306	69,593	$3,643,889
DFAC	Dimensional U.S. Core Equity 2 ETF	+3,099	333,564	$14,826,919
SBUX	Starbucks Corp	+3,035	9,105	$855,505
VSDM	VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF	+2,272	10,586	$787,386
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	+1,509	6,948	$685,072
DFAI	Dimensional International Core Equity Market ETF	+1,243	14,044	$581,842
DFGP	Dimensional Global Core Plus Fixed Income ETF	+1,178	14,228	$738,803
BNDX	Vanguard Total International Bond ETF	+1,030	26,735	$1,253,069
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+889	13,601	$540,231
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+770	51,173	$3,589,785
BIV	Vanguard Bond Index Funds	+588	17,037	$1,241,315
DFUS	Dimensional U.S. Equity Market ETF	+507	38,929	$3,232,274
DFAE	Dimensional Emerging Core Equity Market ETF	+456	46,330	$1,821,232
DFGR	Dimensional Global Real Estate ETF	+407	12,595	$340,694
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+284	25,380	$1,505,287
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	+248	4,738	$451,744
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+202	21,258	$1,006,778
DFAS	Dimensional U.S. Small Cap ETF	+176	15,833	$1,225,790
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+151	8,323	$635,877
T	At&T Inc.	+144	12,333	$300,925
DFIP	Dimensional Inflation-Protected Securities Portfolio ETF	+91	13,280	$518,716
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
DFSU	Dimensional US Sustainability Core 1 ETF	−3,327	129,645	$6,115,354
DFSI	Dimensional International Sustainability Core 1 ETF	−1,543	99,074	$4,475,172
VEA	Vanguard FTSE Developed Markets ETF	−453	82,643	$5,835,422
STX	Seagate Technology Holdings plc	−400	422	$389,227
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−344	8,282	$1,285,366
DFIV	Dimensional International Value ETF	−331	63,631	$3,554,427
DFAW	Dimensional World Equity ETF	−223	2,559	$210,631
VIG	Vanguard Specialized Funds	−127	2,111	$492,517
VTV	VANGUARD VALUE INDEX FUND	−103	17,186	$3,713,550
AAPL	Apple Inc.	−91	15,360	$5,115,187
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−69	8,183	$1,028,357
VUG	VANGUARD GROWTH INDEX FUND	−46	20,566	$1,853,202
NVDA	Nvidia Corp	−25	3,083	$704,095
VOO	VANGUARD 500 INDEX FUND	−21	20,815	$14,588,400
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
COST	Costco Wholesale Corp	700	$637,238
TROW	Price T Rowe Group Inc	3,000	$312,150
DFIC	Dimensional International Core Equity 2 ETF	7,873	$296,103
KO	Coca Cola Co	2,673	$230,091
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
DUHP	Dimensional US High Profitability ETF	44,601	$1,861,199
DFSV	Dimensional US Small Cap Value ETF	17,406	$675,178
DFAR	Dimensional US Real Estate ETF	15,832	$414,165
VIGI	Vanguard Whitehall Funds	2,307	$215,427
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 tracked positions · $134,677,247 total · filing declares 78 positions · $136,046,145 · as of Sep 30, 2026

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

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	333,564	+3,099	$14,826,919	+1.1%	11.01%
VOO	VANGUARD 500 INDEX FUND	Reduced	20,815	-21	$14,588,400	+1.9%	10.83%
DFSU	Dimensional US Sustainability Core 1 ETF	Reduced	129,645	-3,327	$6,115,354	−1.4%	4.54%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	82,643	-453	$5,835,422	−1.4%	4.33%
AAPL	Apple Inc. Technology	Reduced	15,360	-91	$5,115,187	+14.4%	3.80%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	13,027	+71	$4,875,224	+1.7%	3.62%
DFCF	Dimensional Core Fixed Income ETF	Added	113,041	+8,091	$4,535,204	+2.4%	3.37%
DFSI	Dimensional International Sustainability Core 1 ETF	Reduced	99,074	-1,543	$4,475,172	−1.4%	3.32%
AMZN	Amazon Com Inc Consumer Cyclical	Held	16,677	0	$4,155,074	+4.5%	3.09%
VTV	VANGUARD VALUE INDEX FUND	Reduced	17,186	-103	$3,713,550	−1.4%	2.76%
DFAU	Dimensional US Core Equity Market ETF	Added	69,593	+3,306	$3,643,889	+6.3%	2.71%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	51,173	+770	$3,589,785	−3.0%	2.67%
DFIV	Dimensional International Value ETF	Reduced	63,631	-331	$3,554,427	+2.9%	2.64%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	95,947	+2	$3,551,957	+0.5%	2.64%
MSFT	Microsoft Corp Technology	Added	6,347	+6	$3,255,376	+37.6%	2.42%
DFUS	Dimensional U.S. Equity Market ETF	Added	38,929	+507	$3,232,274	+2.7%	2.40%
DFGX	Dimensional International Core Fixed Income ETF	Added	49,360	+3,886	$2,524,221	+3.6%	1.87%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	10,216	+56	$2,360,202	−4.4%	1.75%
GOOGL	Alphabet Inc. Communication Services	Added	6,617	+4	$2,276,777	−3.7%	1.69%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	37,822	+4,470	$1,861,598	+11.1%	1.38%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	20,566	-46	$1,853,202	+4.4%	1.38%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	46,330	+456	$1,821,232	−1.3%	1.35%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	25,380	+284	$1,505,287	+0.5%	1.12%
VXUS	Vanguard Total International Stock ETF	Added	17,607	+78	$1,495,890	−0.2%	1.11%
TECL	Direxion Daily Technology Bull 3X Shares	Held	6,240	0	$1,452,672	—	1.08%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	8,282	-344	$1,285,366	−5.7%	0.95%
BNDX	Vanguard Total International Bond ETF	Added	26,735	+1,030	$1,253,069	+0.7%	0.93%
BIV	Vanguard Bond Index Funds	Added	17,037	+588	$1,241,315	−1.6%	0.92%
DFAS	Dimensional U.S. Small Cap ETF	Added	15,833	+176	$1,225,790	−4.9%	0.91%
VB	Vanguard Index Funds	Added	4,044	+10	$1,150,477	−5.9%	0.85%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	12,383	+64	$1,109,888	−6.6%	0.82%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Reduced	8,183	-69	$1,028,357	+4.3%	0.76%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	21,258	+202	$1,006,778	−5.5%	0.75%
SBUX	Starbucks Corp Consumer Cyclical	Added	9,105	+3,035	$855,505	+37.9%	0.64%
DFSD	Dimensional Short-Duration Fixed Income ETF	Added	18,361	+3,552	$853,272	+20.7%	0.63%
DFAT	Dimensional U.S. Targeted Value ETF	Held	12,825	0	$852,093	−4.9%	0.63%
VSDM	VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF	Added	10,586	+2,272	$787,386	+23.6%	0.58%
DFGP	Dimensional Global Core Plus Fixed Income ETF	Added	14,228	+1,178	$738,803	+4.0%	0.55%
NVDA	Nvidia Corp Technology	Reduced	3,083	-25	$704,095	+13.2%	0.52%
SPY	Spdr S&P 500 ETF Trust	Held	912	0	$695,518	+2.1%	0.52%
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	Added	6,948	+1,509	$685,072	+24.3%	0.51%
ABBV	AbbVie Inc. Healthcare	Added	2,585	+5	$676,210	+4.2%	0.50%
COST	Costco Wholesale Corp Consumer Defensive	NEW	700	NEW	$637,238	NEW	0.47%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	8,323	+151	$635,877	−0.1%	0.47%
CAT	Caterpillar Inc Industrials	Held	781	0	$633,226	−23.9%	0.47%
GOOG	Alphabet Inc. Communication Services	Added	1,826	+1	$622,191	−3.5%	0.46%
DFAI	Dimensional International Core Equity Market ETF	Added	14,044	+1,243	$581,842	+10.2%	0.43%
TXN	Texas Instruments Inc Technology	Held	2,000	0	$560,180	−6.0%	0.42%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	13,601	+889	$540,231	+4.6%	0.40%
INTC	Intel Corp Technology	Held	4,373	0	$525,765	−13.9%	0.39%

Showing the top 50 of 78 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.