§ 13F · FUND PROFILE
Donalies Financial Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 70Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$117.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 322K | $12.7T | 10.8% | NEW |
| 2 | VOO | VANGUARD INDEX FDS | 20K | $12.4T | 10.6% | NEW |
| 3 | DFSU | DIMENSIONAL ETF TRUST | 135K | $5.9T | 5.0% | NEW |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 84K | $5.2T | 4.5% | NEW |
| 5 | VTI | VANGUARD INDEX FDS | 13K | $4.5T | 3.8% | NEW |
| 6 | AAPL | APPLE INC | 16K | $4.4T | 3.8% | NEW |
| 7 | DFSI | DIMENSIONAL ETF TRUST | 103K | $4.4T | 3.7% | NEW |
| 8 | AMZN | AMAZON COM INC | 18K | $4.1T | 3.5% | NEW |
| 9 | DFCF | DIMENSIONAL ETF TRUST | 89K | $3.8T | 3.2% | NEW |
| 10 | BND | VANGUARD BD INDEX FDS | 45K | $3.3T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DONALIES SIGNAL
AC read
Donalies Financial Planning, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed