Fiduciary Planning LLC
Q3 2025 13F Holdings
- Locationenglewood, FL
- Num holdings
83
- Value ($000)
$327,144
- Date Filed 10/15/2025
- Form type13F-HR
- CIK 0001792851
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $49.04M | 15 % | 551,306 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F763 | $27.87M | 9 % | 505,308 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $25.12M | 8 % | 496,199 | ||
INVESCO ACTIVELY MANAGED EXC | VAR RATE INVT | 46090A879 | $24.2M | 7 % | 964,120 | ||
HARTFORD FDS EXCHANGE TRADED | AAA CLO ETF | 41653L602 | $24.05M | 7 % | 618,419 | ||
INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 46137V449 | $15.81M | 5 % | 137,900 | ||
VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | $14.61M | 5 % | 44,760 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $14.45M | 4 % | 51,253 | ||
FIDELITY COVINGTON TRUST | FUNDAMENTAL LARG | 316092360 | $12.74M | 4 % | 244,822 | ||
ISHARES TR | S&P 100 ETF | 464287101 | $11M | 3 % | 33,052 |
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