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Financial Planning Fort Collins, LLC

Q1 2026 13F Holdings

  • Location
    fort collins, CO
  • Num holdings

    33

  • Value ($000)

    $133,391

  • Date Filed
    04/27/2026
  • Form type
    13F-HR
  • CIK
    0002111920
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

SPDR SERIES TRUST

STATE STREET SPD
78464A805
$27.54M
21 %

317,457

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$23.69M
18 %

113,755

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A649
$13.37M
10 %

520,947

S
SPDW

SPDR INDEX SHS FDS

STATE STREET SPD
78463X889
$12.41M
9 %

255,858

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$7.6M
6 %

21,601

M
MUB

ISHARES TR

NATIONAL MUN ETF
464288414
$5.87M
4 %

54,687

S
SPEM

SPDR INDEX SHS FDS

STATE STREET SPD
78463X509
$5.58M
4 %

108,890

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.48M
4 %

26,300

put
V
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$3.33M
3 %

10,137

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$3.31M
3 %

11,676

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