§ 13F · FUND PROFILE
Donalies Financial Planning, LLC.
AUM · $136M (13F)Positions · 78Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 330K | $15M | 10.8% | +3% |
| 2 | VOO | VANGUARD INDEX FDS | 21K | $14M | 10.5% | −1% |
| 3 | DFSU | DIMENSIONAL ETF TRUST | 133K | $6M | 4.6% | −2% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 83K | $6M | 4.4% | −1% |
| 5 | VTI | VANGUARD INDEX FDS | 13K | $5M | 3.5% | ±0% |
| 6 | DFSI | DIMENSIONAL ETF TRUST | 101K | $5M | 3.3% | −1% |
| 7 | AAPL | APPLE INC | 15K | $4M | 3.3% | −3% |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 105K | $4M | 3.3% | +14% |
| 9 | AMZN | AMAZON COM INC | 17K | $4M | 2.9% | −3% |
| 10 | VTV | VANGUARD INDEX FDS | 17K | $4M | 2.8% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DONALIES SIGNAL
AC read
Donalies Financial Planning, LLC is a Other fund managing $136 million in assets. The fund runs a portfolio of 78 positions.
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