Fiduciary Planning LLC
Q1 2026 13F Holdings
- Locationenglewood, FL
- Num holdings
76
- Value ($000)
$331,101
- Date Filed 04/27/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $45.06M | 14 % | 513,030 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F763 | $28.15M | 9 % | 504,012 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $25.28M | 8 % | 506,084 | ||
INVESCO ACTIVELY MANAGED EXC | VAR RATE INVT | 46090A879 | $24.78M | 8 % | 989,787 | ||
HARTFORD FDS EXCHANGE TRADED | AAA CLO ETF | 41653L602 | $24.65M | 7 % | 636,154 | ||
VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | $16.43M | 5 % | 42,858 | ||
INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 46137V449 | $15.62M | 5 % | 135,550 | ||
SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | $14.59M | 4 % | 109,782 | ||
FIDELITY COVINGTON TRUST | FUNDAMENTAL LARG | 316092360 | $13.78M | 4 % | 268,619 | ||
ISHARES TR | S&P 100 ETF | 464287101 | $11.11M | 3 % | 34,927 |
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