Financial Planning Fort Collins, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2026
  • Location
    fort collins, CO
  • CIK
    0002111920
  • All SEC filings

Q2 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

33

$132.03M
SPDR SER TR, NVDA, KRE, SPDW
13F-HR
Jul 10, 2026
000211192026000003

33

$133.39M
SPDR SER TR, NVDA, KRE, SPDW
13F-HR
Apr 27, 2026
000211192026000002

30

$113.89M
SPDR SER TR, NVDA, KRE, SPDW
13F-HR
Feb 18, 2026
000211192026000001