§ 13F · FUND PROFILE
Investments & Financial Planning, LLC.
AUM · $211M (13F)Positions · 40Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD INDEX FDS | 150K | $45M | 21.5% | +1% |
| 2 | SPYG | SPDR SERIES TRUST | 369K | $44M | 20.8% | +1% |
| 3 | IJH | ISHARES TR | 409K | $32M | 14.9% | +1% |
| 4 | VO | VANGUARD INDEX FDS | 235K | $19M | 9.0% | +306% |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | 262K | $12M | 5.8% | +2% |
| 6 | URTH | ISHARES INC | 57K | $12M | 5.5% | +3% |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 125K | $10M | 4.7% | −8% |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | 53K | $8M | 4.0% | ±0% |
| 9 | NVDA | NVIDIA CORPORATION | 25K | $5M | 2.4% | ±0% |
| 10 | BIV | VANGUARD BD INDEX FDS | 53K | $4M | 1.9% | −1% |
§ 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 $211 million in assets. The fund runs a portfolio of 40 positions.
Read the full dossier →