§ 13F · FUND PROFILE
Fiduciary Planning LLC.
AUM · $327M (13F)Positions · 83Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | 622K | $60M | 15.6% | +21% |
| 2 | FFEB | FIRST TR EXCHNG TRADED FD VI | 498K | $30M | 7.9% | −1% |
| 3 | SMH | VANECK ETF TRUST | 42K | $28M | 7.2% | −2% |
| 4 | VTIP | VANGUARD MALVERN FDS | 506K | $25M | 6.6% | ±0% |
| 5 | VRIG | INVESCO ACTIVELY MANAGED EXC | 1.00M | $25M | 6.6% | +1% |
| 6 | TRPA | HARTFORD FDS EXCHANGE TRADED | 641K | $25M | 6.5% | +1% |
| 7 | XLK | SELECT SECTOR SPDR TR | 111K | $21M | 5.5% | +1% |
| 8 | EQWL | INVESCO EXCHANGE TRADED FD T | 139K | $18M | 4.7% | +2% |
| 9 | FFLC | FIDELITY COVINGTON TRUST | 282K | $17M | 4.3% | +5% |
| 10 | OEF | ISHARES TR | 36K | $13M | 3.5% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIDUCIARY SIGNAL
AC read
Fiduciary Planning LLC is a Other fund managing $327 million in assets. The fund runs a portfolio of 83 positions.
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