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CIK: 0002111587
Total reported value
$136.0M
$136.0M
78 檔
33.7%
During the Q2 2026 filing period, Donalies Financial Planning, LLC (CIK: 0002111587) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $136.0M across 78 reported positions.
In Q2 2026, Donalies Financial Planning, LLC displayed an active expansion posture, initiating 6 new positions and adding to 43 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, VOO, DFSU) accounted for 33.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
VSDM
市值: $637.1K
Top Position Liquidated / Trimmed
NFLX
前期市值: $210.6K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.80% | +0.10% | +3.22% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.55% | +0.17% | -1.25% | |
| 3 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 4.57% | -0.07% | -1.59% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.36% | -0.07% | -0.94% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.53% | +0.05% | -0.42% | |
| 6 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 3.34% | -0.05% | -1.35% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.30% | +0.46% | -3.41% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.26% | +0.07% | +13.53% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.93% | +0.12% | -2.59% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.78% | -0.05% | +4.01% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.73% | -0.09% | +0.88% | |
| 12 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.61% | — | +0.16% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 2.55% | +0.06% | +3.19% | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.53% | +0.15% | +0.02% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.32% | +0.06% | -0.11% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.82% | -0.09% | -0.09% | |
| 17 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.80% | +0.06% | +8.81% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | +0.65% | -0.92% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | -0.07% | -1.75% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.37% | -1.37% | EXIT | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.36% | -0.02% | +0.28% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.31% | +0.05% | +496.58% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.23% | +0.14% | +19.25% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.10% | — | +0.79% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.10% | +0.01% | -0.17% | |
| 26 | TECL | Dire Dai Tec Bull 3x Etf-usd | ETF-Other | 1.06% | +0.01% | — | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.00% | -0.06% | -0.91% | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.95% | -0.05% | +2.13% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.93% | -0.02% | +0.54% | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.92% | — | +15.36% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.90% | -0.05% | +2.07% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.88% | -0.06% | -3.97% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.78% | -0.04% | +41.60% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.73% | +0.03% | +674.11% | |
| 35 | DFAT | Dimensional US Target Value | ETF-Other | 0.66% | -0.03% | -0.23% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | -0.14% | +0.13% | |
| 37 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.58% | -0.29% | — | |
| 38 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.52% | +0.02% | +19.22% | |
| 39 | DFSD | Dimensional Short Duration | ETF-Other | 0.52% | +0.11% | +1.79% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.01% | — | |
| 41 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.50% | -0.50% | EXIT | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | +0.02% | +0.47% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | -0.02% | +0.05% | |
| 44 | VSDM | Vanguard Short Tax-ex Bond | ETF-Other | 0.47% | +0.11% | — | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.47% | — | +21.35% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.06% | +0.10% | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.46% | +0.17% | +0.60% | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.45% | -0.06% | — | |
| 49 | TXN | Texas Instruments Inc | Stock-Tech | 0.44% | -0.03% | — | |
| 50 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.41% | +0.09% | +45.19% |
According to official SEC Form 13F filings, Donalies Financial Planning, LLC reported a total U.S. public equity portfolio value of $136.0M across 78 disclosed positions in Q2 2026.
During Q2 2026, Donalies Financial Planning, LLC's top holdings by market value included DFAC (10.8%)、VOO (10.6%)、DFSU (4.6%). The largest single position, DFAC, represented 10.8% of total portfolio value.
In Q2 2026, Donalies Financial Planning, LLC made 70 total portfolio adjustments, initiating 6 new buys, adding to 43 positions, trimming 19 holdings, and fully liquidating 2 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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