Investments & Financial Planning, Llc Portfolio Stock Holdings
Investments & Financial Planning, Llc disclosed 36 stock positions valued at approximately $183.7 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, SPDR SERIES TRUST, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 36
- Portfolio Value
- $183.7M
Holdings by Sector
Investments & Financial Planning, Llc Portfolio Holdings in Q1 2026
36 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VB | Other | 21.21% | 148,729 | -1,013 | -0.68% | $38,955,141 |
| SPDR SERIES TRUST | SPYG | Other | 19.45% | 364,883 | +5,424 | +1.51% | $35,725,651 |
| ISHARES TR | IJH | Other | 14.94% | 406,262 | +1,471 | +0.36% | $27,434,897 |
| VANGUARD INDEX FDS | VO | Other | 9.05% | 57,866 | +581 | +1.01% | $16,617,957 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 5.87% | 135,922 | -362 | -0.27% | $10,774,574 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 5.60% | 255,784 | +5,428 | +2.17% | $10,279,970 |
| ISHARES INC | URTH | Other | 5.47% | 55,849 | +1,514 | +2.79% | $10,053,950 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 4.02% | 53,409 | -729 | -1.35% | $7,387,582 |
| NVIDIA CORPORATION | NVDA | Technology | 2.36% | 24,807 | +527 | +2.17% | $4,326,272 |
| VANGUARD BD INDEX FDS | BIV | Other | 2.27% | 54,052 | +8,126 | +17.69% | $4,171,703 |
| ISHARES TR | SHYG | Other | 1.65% | 71,535 | +12,146 | +20.45% | $3,026,649 |
| TESLA INC | TSLA | Consumer Cyclical | 1.13% | 5,582 | +25 | +0.45% | $2,075,109 |
| VANGUARD INDEX FDS | VUG | Other | 0.85% | 3,569 | -14 | -0.39% | $1,558,952 |
| ISHARES TR | MUB | Other | 0.52% | 9,051 | +172 | +1.94% | $960,734 |
| VANGUARD INDEX FDS | VTV | Other | 0.49% | 4,625 | -111 | -2.34% | $907,480 |
| SPDR SERIES TRUST | SPLG | Other | 0.41% | 9,752 | -583 | -5.64% | $746,402 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.38% | 14,715 | -4,800 | -24.60% | $707,043 |
| MICROSOFT CORP | MSFT | Technology | 0.36% | 1,810 | +1,177 | +185.94% | $670,172 |
| STOCK YDS BANCORP INC | SYBT | Financial Services | 0.36% | 9,982 | +9,982 | +100.00% | $661,707 |
| APPLE INC | AAPL | Technology | 0.33% | 2,374 | -602 | -20.23% | $602,421 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.32% | 19,216 | +1,604 | +9.11% | $586,086 |
| SPDR SERIES TRUST | SPYV | Other | 0.31% | 10,217 | -17 | -0.17% | $578,088 |
| VANGUARD INDEX FDS | VOE | Other | 0.27% | 2,664 | -18 | -0.67% | $491,005 |
| SPDR SERIES TRUST | SPAB | Other | 0.25% | 17,801 | -332 | -1.83% | $456,066 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.24% | 2,073 | +214 | +11.51% | $431,744 |
| ISHARES TR | SUB | Other | 0.23% | 3,964 | +7 | +0.18% | $422,138 |
| VANGUARD INDEX FDS | VBR | Other | 0.22% | 1,839 | -8 | -0.43% | $399,441 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 0.22% | 6,064 | -2,248 | -27.05% | $398,358 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.21% | 13,391 | +1,505 | +12.66% | $390,072 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.21% | 8,495 | -548 | -6.06% | $387,783 |
| ISHARES TR | LQD | Other | 0.20% | 3,440 | -377 | -9.88% | $374,931 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.14% | 3,953 | +3,953 | +100.00% | $253,328 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.13% | 2,511 | +11 | +0.44% | $236,004 |
| SPDR SERIES TRUST | JNK | Other | 0.12% | 2,295 | +8 | +0.35% | $219,679 |
| BOEING CO | BA | Industrials | 0.11% | 1,056 | -135 | -11.34% | $210,176 |
| ASML HLDG NV | ASML | Other | 0.11% | 156 | +156 | +100.00% | $205,410 |