Donalies Financial Planning, LLC

Q2 2026 13F-HR Holdings

Location
Washington, DC
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$135,680
Net value change ($000)
+18,362 (15.7%)
New positions
6
Sold out positions
2
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFAC 2,217 17.8%
VOO 1,702 13.5%
TECL 900 166.7%
DFSU 648 11.7%
VSDM 637 NEW
VTI 620 14.9%
INTC 611 NEW
VEA 546 10.2%
DFCF 527 13.5%
VTV 507 15.5%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -211 -100.0%
XOM -206 -100.0%
T -98 -28.0%
NEE -20 -5.0%
MSFT -4 -0.2%
BIV -1 -0.1%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type