Donalies Financial Planning, LLC

Q3 2026 13F-HR Holdings

Location
Washington, DC
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$136,046
Net value change ($000)
+366 (0.3%)
New positions
4
Sold out positions
4
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 891 37.7%
AAPL 644 14.4%
COST 637 NEW
TROW 312 NEW
DFIC 296 NEW
VOO 278 1.9%
SBUX 235 37.9%
KO 230 NEW
DFAU 218 6.4%
VTIP 187 11.2%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -1,861 -100.0%
DFSV -675 -100.0%
DFAR -414 -100.0%
STX -404 -50.9%
VIGI -215 -100.0%
CAT -198 -23.8%
BND -110 -3.0%
VBR -109 -4.4%
GOOGL -86 -3.6%
VEA -86 -1.5%
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