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CIK: 0002111587
Total reported value
$135.7M
$135.7M
74 檔
29.7%
As reported in its official Q1 2026 Form 13F filing, Donalies Financial Planning, LLC's tracked investment portfolio stood at $135.7M with 74 total positions.
In Q1 2026, Donalies Financial Planning, LLC displayed an active expansion posture, initiating 4 new positions and adding to 34 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.75% | -0.20% | +6.68% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.61% | +0.19% | -0.48% | |
| 3 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 4.73% | -0.16% | -0.03% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.58% | -0.22% | -0.09% | |
| 5 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 3.69% | -0.35% | -0.63% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.56% | -0.03% | -1.97% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.46% | -0.16% | -1.28% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.33% | -0.07% | +4.36% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 3.14% | -0.41% | +11.38% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.04% | -0.11% | -2.77% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 2.79% | -0.24% | -3.62% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.78% | — | -0.76% | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.77% | -0.16% | +0.03% | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.55% | -0.02% | -5.23% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.32% | — | -0.66% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | -0.28% | -1.39% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.88% | -0.06% | +11.38% | |
| 18 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.87% | -0.07% | +4.19% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | +0.09% | -4.24% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.33% | +0.04% | -5.62% | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.32% | +0.04% | -1.64% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.29% | +0.02% | +2.07% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.19% | +0.04% | +11.10% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.16% | -0.06% | +9.64% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.14% | -0.04% | -1.65% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.10% | -0.10% | -16.00% | |
| 27 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.08% | -0.15% | +8.99% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.97% | -0.09% | +3.36% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.93% | +0.02% | -17.27% | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.91% | +0.01% | +36.68% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.88% | +0.02% | +2.76% | |
| 32 | DFAT | Dimensional US Target Value | ETF-Other | 0.68% | -0.02% | -0.18% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.63% | +0.10% | -4.14% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.63% | +0.15% | +3.91% | |
| 35 | DFSD | Dimensional Short Duration | ETF-Other | 0.59% | -0.07% | -0.23% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | -0.01% | — | |
| 37 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.50% | +0.02% | +10.69% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | — | +52.58% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | +0.14% | +15.56% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | — | +21.10% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.46% | — | +0.62% | |
| 42 | TECL | Dire Dai Tec Bull 3x Etf-usd | ETF-Other | 0.46% | +0.60% | — | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.45% | +0.02% | +41.95% | |
| 44 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.45% | -0.05% | -1.59% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.03% | +10.61% | |
| 46 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.44% | +0.06% | +0.17% | |
| 47 | DFAI | Dimensional International Co | ETF-Other | 0.41% | -0.02% | +7.05% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.41% | -0.02% | -24.24% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.01% | — | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.34% | -0.06% | +0.56% |
According to official SEC Form 13F filings, Donalies Financial Planning, LLC reported a total U.S. public equity portfolio value of $135.7M across 74 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VOO, DFAC, DFSU) accounted for 29.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
VTES
市值: $378.9K
Top Position Liquidated / Trimmed
DFAC
前期市值: $12.7M
During Q1 2026, Donalies Financial Planning, LLC's top holdings by market value included VOO (10.8%)、DFAC (10.6%)、DFSU (4.7%). The largest single position, VOO, represented 10.8% of total portfolio value.
In Q1 2026, Donalies Financial Planning, LLC made 62 total portfolio adjustments, initiating 4 new buys, adding to 34 positions, trimming 24 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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