Fiduciary Planning LLC

Est. AUM

$331.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WISDOMTREE TR	US QTLY DIV GRT	$45.1M	513030	13.61%	SOLE
2	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$28.1M	504012	8.50%	SOLE
3	VANGUARD MALVERN FDS	STRM INFPROIDX	$25.3M	506084	7.63%	SOLE
4	INVESCO ACTIVELY MANAGED EXC	VAR RATE INVT	$24.8M	989787	7.48%	SOLE
5	HARTFORD FDS EXCHANGE TRADED	AAA CLO ETF	$24.7M	636154	7.45%	SOLE
6	VANECK ETF TRUST	SEMICONDUCTR ETF	$16.4M	42858	4.96%	SOLE
7	INVESCO EXCHANGE TRADED FD T	S&P 100 EQL WIGH	$15.6M	135550	4.72%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET TEC	$14.6M	109782	4.41%	SOLE
9	FIDELITY COVINGTON TRUST	FUNDAMENTAL LARG	$13.8M	268619	4.16%	SOLE
10	ISHARES TR	S&P 100 ETF	$11.1M	34927	3.36%	SOLE
11	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$9.4M	84799	2.84%	SOLE
12	FLEXSHARES TR	US QUALITY CAP	$8.2M	105141	2.48%	SOLE
13	ISHARES TR	U.S. INSRNCE ETF	$8.0M	62280	2.41%	SOLE
14	DBX ETF TR	XTRACK MSCI EAFE	$6.4M	130130	1.94%	SOLE
15	ISHARES TR	CORE S&P500 ETF	$6.3M	9716	1.92%	SOLE
16	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$6.1M	42347	1.85%	SOLE
17	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.6M	8575	1.68%	SOLE
18	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$4.9M	43955	1.49%	SOLE
19	VANECK ETF TRUST	URANIUM AND NUCL	$4.5M	34016	1.37%	SOLE
20	BROADCOM INC	COM	$3.5M	11192	1.05%	SOLE
21	AMAZON COM INC	COM	$3.4M	16120	1.01%	SOLE
22	APPLE INC	COM	$3.0M	11886	0.91%	SOLE
23	NVIDIA CORPORATION	COM	$2.8M	16134	0.85%	SOLE
24	TESLA INC	COM	$2.8M	7536	0.85%	SOLE
25	MICROSOFT CORP	COM	$2.4M	6421	0.72%	SOLE
26	ALPHABET INC	CAP STK CL A	$2.1M	7469	0.65%	SOLE
27	SELECT SECTOR SPDR TR	STATE STREET COM	$2.1M	18719	0.63%	SOLE
28	META PLATFORMS INC	CL A	$1.9M	3320	0.57%	SOLE
29	VANECK ETF TRUST	MRNGSTR WDE MOAT	$1.6M	16213	0.47%	SOLE
30	JPMORGAN CHASE & CO	COM	$1.4M	4731	0.42%	SOLE
31	EXXON MOBIL CORP	COM	$1.3M	7458	0.38%	SOLE
32	ETF SER SOLUTIONS	APTUS COLLRD INV	$1.2M	28565	0.36%	SOLE
33	SHOPIFY INC	CL A SUB VTG SHS	$1.2M	9787	0.35%	SOLE
34	JOHNSON & JOHNSON	COM	$1.1M	4498	0.33%	SOLE
35	ALPS ETF TR	OSHARES US SMLCP	$1.1M	24974	0.33%	SOLE
36	GLOBAL X FDS	GLOBAL X URANIUM	$1.0M	20899	0.31%	SOLE
37	PUBLIC SVC ENTERPRISE GROUP	COM	$975K	12042	0.29%	SOLE
38	AIR PRODUCTS AND CHEMICALS I	COM	$932K	3209	0.28%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$924K	12066	0.28%	SOLE
40	ISHARES TR	INTL DIV GRWTH	$888K	10601	0.27%	SOLE
41	DBX ETF TR	XTRACK MSCI EURP	$873K	17919	0.26%	SOLE
42	PALANTIR TECHNOLOGIES INC	CL A	$862K	5894	0.26%	SOLE
43	3M CO	COM	$789K	5434	0.24%	SOLE
44	ISHARES TR	GLOBAL ENERG ETF	$721K	12514	0.22%	SOLE
45	ROBINHOOD MKTS INC	COM CL A	$695K	10024	0.21%	SOLE
46	EA SERIES TRUST	BURNEY US FCTR	$687K	14093	0.21%	SOLE
47	ISHARES TR	U.S. TECH ETF	$668K	3684	0.20%	SOLE
48	CLOUDFLARE INC	CL A COM	$647K	3136	0.20%	SOLE
49	MICRON TECHNOLOGY INC	COM	$604K	1788	0.18%	SOLE
50	ELI LILLY & CO	COM	$559K	608	0.17%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.