Fiduciary Planning LLC - Portfolio overview

Fiduciary Planning LLC has 89 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 Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DGRW - WISDOMTREE TR, 13.40%
2. FFEB - FIRST TR EXCHNG TRADED FD VI, 8.37%
3. VTIP - VANGUARD MALVERN FDS, 7.52%

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

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