§ 13F · FUND PROFILE
Fee-Only Financial Planning, L.C..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $161.5T (13F)Positions · 41Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$503.9B 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 JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 107K | $52.2T | 30.4% | −2% |
| 2 | VTV | VANGUARD INDEX FDS | 167K | $31.8T | 18.6% | −2% |
| 3 | VO | VANGUARD INDEX FDS | 51K | $14.7T | 8.6% | −1% |
| 4 | VB | VANGUARD INDEX FDS | 44K | $11.2T | 6.6% | −1% |
| 5 | VBR | VANGUARD INDEX FDS | 53K | $11.2T | 6.5% | ±0% |
| 6 | VBK | VANGUARD INDEX FDS | 30K | $9.1T | 5.3% | −1% |
| 7 | VEU | VANGUARD INTL EQUITY INDEX F | 100K | $7.4T | 4.3% | −1% |
| 8 | VOO | VANGUARD INDEX FDS | 8K | $4.8T | 2.8% | −1% |
| 9 | VOE | VANGUARD INDEX FDS | 23K | $4.0T | 2.3% | ±0% |
| 10 | VTI | VANGUARD INDEX FDS | 9K | $3.1T | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FEE-ONLY SIGNAL
AC read
Fee-Only Financial Planning, L.C. is a Other fund managing $161537.7 trillion in assets. The fund runs a portfolio of 41 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed