Donalies Financial Planning, LLC
All 13F Filings
- Location
- Washington, DC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 135,680
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 78 | 135,680 | 13F-HR | Donalies Financial Planning, LLC |
| Q1 2026 | 5/5/2026 | 74 | 117,318 | 13F-HR | Donalies Financial Planning, LLC |
| Q4 2025 | 2/17/2026 | 70 | 117,439 | 13F-HR | Donalies Financial Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 20.72 K | 15.3% | 3.039 K | 0 | 3.039 K |
| ETFs | 114.3 K | 84.3% | 15.21 K | 0 | 15.21 K |
| Debt | 637 | 0.5% | 109 | 0 | 109 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
135,680
Holdings
78
QoQ value change ($000)
18,362
(15.7%)
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.