§ 13F · FUND PROFILE
Defined Financial Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $113M (13F)Positions · 68Turnover · — · Q2Filed · Jul 23, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 23, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 392K | $12M | 10.3% | +14% |
| 2 | DGRW | WISDOMTREE TR | 124K | $11M | 9.3% | +17% |
| 3 | JVAL | J P MORGAN EXCHANGE TRADED F | 162K | $7M | 6.4% | +15% |
| 4 | SECT | NORTHERN LTS FD TR IV | 116K | $7M | 6.0% | +8% |
| 5 | AGGY | WISDOMTREE TR | 138K | $6M | 5.3% | −14% |
| 6 | SPDW | SPDR INDEX SHS FDS | 142K | $6M | 5.0% | +8% |
| 7 | USMF | WISDOMTREE TR | 105K | $5M | 4.7% | +23% |
| 8 | XSOE | WISDOMTREE TR | 143K | $5M | 4.4% | +6% |
| 9 | HEDJ | WISDOMTREE TR | 77K | $4M | 3.3% | +20% |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | 63K | $3M | 3.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DEFINED SIGNAL
AC read
Defined Financial Planning LLC is a Other fund managing $113 million in assets. The fund runs a portfolio of 68 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed