§ 13F · FUND PROFILE
Fiduciary Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $302M (13F)Positions · 77Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | 513K | $45M | 13.6% | −8% |
| 2 | FFEB | FIRST TR EXCHNG TRADED FD VI | 504K | $28M | 8.5% | ±0% |
| 3 | VTIP | VANGUARD MALVERN FDS | 506K | $25M | 7.6% | +1% |
| 4 | VRIG | INVESCO ACTIVELY MANAGED EXC | 990K | $25M | 7.5% | +1% |
| 5 | TRPA | HARTFORD FDS EXCHANGE TRADED | 636K | $25M | 7.4% | +2% |
| 6 | SMH | VANECK ETF TRUST | 43K | $16M | 5.0% | −1% |
| 7 | EQWL | INVESCO EXCHANGE TRADED FD T | 136K | $16M | 4.7% | −1% |
| 8 | XLK | SELECT SECTOR SPDR TR | 110K | $15M | 4.4% | +9% |
| 9 | FFLC | FIDELITY COVINGTON TRUST | 269K | $14M | 4.2% | +7% |
| 10 | OEF | ISHARES TR | 35K | $11M | 3.4% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIDUCIARY SIGNAL
AC read
Fiduciary Planning LLC is a Other fund managing $302 million in assets. The fund runs a portfolio of 77 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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