Fiduciary Planning LLC
All 13F Filings
- Location
- Englewood, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 329,487
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/22/2026 | 75 | 329,487 | 13F-HR | Fiduciary Planning LLC |
| Q3 2025 | 10/15/2025 | 83 | 327,144 | 13F-HR | Fiduciary Planning LLC |
| Q2 2025 | 7/30/2025 | 77 | 302,310 | 13F-HR | Fiduciary Planning LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 253.4 K | 76.9% | 334 | 0 | 334 |
| ETFs | 76.1 K | 23.1% | 2.01 K | 0 | 2.01 K |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
329,487
Holdings
75
QoQ value change ($000)
2,343
(0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.