Financial Planning Fort Collins, LLC - Portfolio overview

Financial Planning Fort Collins, LLC has 32 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPTM - SPDR SERIES TRUST, 21.53%
2. NVDA - NVIDIA CORPORATION, 18.52%
3. SPAB - SPDR SERIES TRUST, 10.45%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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