Universe · entity
Fiduciary Planning LLC
Institutional manager (13F) · CIK 1792851
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $324M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | WISDOMTREE TR | $45M | 513,030 |
| 2 | FIRST TR EXCHNG TRADED FD VI | $28M | 504,012 |
| 3 | VANGUARD MALVERN FDS | $25M | 506,084 |
| 4 | INVESCO ACTIVELY MANAGED EXC | $25M | 989,787 |
| 5 | HARTFORD FDS EXCHANGE TRADED | $25M | 636,154 |
| 6 | VANECK ETF TRUST | $16M | 42,858 |
| 7 | INVESCO EXCHANGE TRADED FD T | $16M | 135,550 |
| 8 | SELECT SECTOR SPDR TR | $15M | 109,782 |
| 9 | FIDELITY COVINGTON TRUST | $14M | 268,619 |
| 10 | ISHARES TR | $11M | 34,927 |
| 11 | FIRST TR EXCHANGE TRADED FD | $9M | 84,799 |
| 12 | FLEXSHARES TR | $8M | 105,141 |
| 13 | ISHARES TR | $8M | 62,280 |
| 14 | DBX ETF TR | $6M | 130,130 |
| 15 | ISHARES TR | $6M | 9,716 |
| 16 | INVESCO EXCHANGE TRADED FD T | $6M | 42,347 |
| 17 | STATE STR SPDR S&P 500 ETF T | $6M | 8,575 |
| 18 | INVESCO EXCH TRADED FD TR II | $5M | 43,955 |
| 19 | VANECK ETF TRUST | $5M | 34,016 |
| 20 | BROADCOM INC | $3M | 11,192 |
| 21 | AMAZON COM INC | $3M | 16,120 |
| 22 | APPLE INC | $3M | 11,886 |
| 23 | NVIDIA CORPORATION | $3M | 16,134 |
| 24 | TESLA INC | $3M | 7,536 |
| 25 | MICROSOFT CORP | $2M | 6,421 |
| 26 | ALPHABET INC | $2M | 7,469 |
| 27 | SELECT SECTOR SPDR TR | $2M | 18,719 |
| 28 | META PLATFORMS INC | $2M | 3,320 |
| 29 | VANECK ETF TRUST | $2M | 16,213 |
| 30 | JPMORGAN CHASE & CO | $1M | 4,731 |
| 31 | EXXON MOBIL CORP | $1M | 7,458 |
| 32 | ETF SER SOLUTIONS | $1M | 28,565 |
| 33 | SHOPIFY INC | $1M | 9,787 |
| 34 | JOHNSON & JOHNSON | $1M | 4,498 |
| 35 | ALPS ETF TR | $1M | 24,974 |
| 36 | GLOBAL X FDS | $1M | 20,899 |
| 37 | PUBLIC SVC ENTERPRISE GROUP | $975k | 12,042 |
| 38 | AIR PRODUCTS AND CHEMICALS I | $932k | 3,209 |
| 39 | SPDR SERIES TRUST | $924k | 12,066 |
| 40 | ISHARES TR | $888k | 10,601 |
| 41 | DBX ETF TR | $873k | 17,919 |
| 42 | PALANTIR TECHNOLOGIES INC | $862k | 5,894 |
| 43 | 3M CO | $789k | 5,434 |
| 44 | ISHARES TR | $721k | 12,514 |
| 45 | ROBINHOOD MKTS INC | $695k | 10,024 |
| 46 | EA SERIES TRUST | $687k | 14,093 |
| 47 | ISHARES TR | $668k | 3,684 |
| 48 | CLOUDFLARE INC | $647k | 3,136 |
| 49 | MICRON TECHNOLOGY INC | $604k | 1,788 |
| 50 | ELI LILLY & CO | $559k | 608 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.