§ 13F · FUND PROFILE
Investments & Financial Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $173.6T (13F)Positions · 37Turnover · — · Q4Filed · Feb 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$221.2B 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 FEB 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD INDEX FDS | 150K | $38.6T | 20.7% | −2% |
| 2 | SPYG | SPDR SERIES TRUST | 359K | $38.4T | 20.6% | −3% |
| 3 | IJH | ISHARES TR | 405K | $26.7T | 14.3% | −1% |
| 4 | VO | VANGUARD INDEX FDS | 57K | $16.6T | 8.9% | −2% |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | 250K | $11.1T | 6.0% | −6% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 136K | $10.9T | 5.8% | +57% |
| 7 | URTH | ISHARES INC | 54K | $10.1T | 5.4% | −1% |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | 54K | $7.6T | 4.1% | −10% |
| 9 | NVDA | NVIDIA CORPORATION | 24K | $4.5T | 2.4% | ±0% |
| 10 | BIV | VANGUARD BD INDEX FDS | 46K | $3.6T | 1.9% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTMENTS SIGNAL
AC read
Investments & Financial Planning, LLC is a Other fund managing $173624.7 trillion in assets. The fund runs a portfolio of 37 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