§ 13F · FUND PROFILE
Investments & Financial Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $185M (13F)Positions · 37Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M 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 MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD INDEX FDS | 149K | $39M | 21.2% | −1% |
| 2 | SPYG | SPDR SERIES TRUST | 365K | $36M | 19.4% | +2% |
| 3 | IJH | ISHARES TR | 406K | $27M | 14.9% | ±0% |
| 4 | VO | VANGUARD INDEX FDS | 58K | $17M | 9.0% | +1% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 136K | $11M | 5.9% | ±0% |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | 256K | $10M | 5.6% | +2% |
| 7 | URTH | ISHARES INC | 56K | $10M | 5.5% | +3% |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | 53K | $7M | 4.0% | −1% |
| 9 | NVDA | NVIDIA CORPORATION | 25K | $4M | 2.4% | +2% |
| 10 | BIV | VANGUARD BD INDEX FDS | 54K | $4M | 2.3% | +18% |
§ 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 $185 million in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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