§ 13F · FUND PROFILE
Fiduciary Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $302.3T (13F)Positions · 77Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$329.5T 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 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | 560K | $50.0T | 15.2% | NEW |
| 2 | FFEB | FIRST TR EXCHNG TRADED FD VI | 502K | $28.4T | 8.6% | NEW |
| 3 | VTIP | VANGUARD MALVERN FDS | 502K | $24.9T | 7.5% | NEW |
| 4 | VRIG | INVESCO ACTIVELY MANAGED EXC | 978K | $24.5T | 7.4% | NEW |
| 5 | TRPA | HARTFORD FDS EXCHANGE TRADED | 627K | $24.4T | 7.4% | NEW |
| 6 | EQWL | INVESCO EXCHANGE TRADED FD T | 137K | $16.1T | 4.9% | NEW |
| 7 | SMH | VANECK ETF TRUST | 43K | $15.6T | 4.7% | NEW |
| 8 | XLK | SELECT SECTOR SPDR TR | 101K | $14.6T | 4.4% | NEW |
| 9 | FFLC | FIDELITY COVINGTON TRUST | 252K | $13.4T | 4.1% | NEW |
| 10 | OEF | ISHARES TR | 33K | $11.5T | 3.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIDUCIARY SIGNAL
AC read
Fiduciary Planning LLC is a Other fund managing $302310.4 trillion in assets. The fund runs a portfolio of 77 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 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