Donalies Financial Planning, LLC

Q1 2026 13F-HR Holdings

Location
Washington, DC
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
74
Total value ($000)
$117,318
Net value change ($000)
-121 (-0.1%)
New positions
4
Sold out positions
0
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTES 379 NEW
BND 356 10.7%
ITOT 322 NEW
BNDX 283 35.9%
VBR 275 14.2%
LLY 207 NEW
XOM 206 NEW
VOO 204 1.6%
ABBV 175 45.6%
CAT 166 42.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -770 -24.5%
AMZN -499 -12.3%
AAPL -345 -7.8%
DFSU -318 -5.4%
DFAC -295 -2.3%
DFAU -283 -8.6%
VTI -276 -6.2%
GOOGL -264 -12.0%
DFAS -201 -15.6%
VYM -198 -13.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type