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CIK: 0002133972
Total reported value
$128.5M
$128.5M
26 檔
48.2%
During the Q4 2025 filing period, Frisco Financial Planning LLC (CIK: 0002133972) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $128.5M across 26 reported positions.
In Q4 2025, Frisco Financial Planning LLC displayed an active expansion posture, initiating 1 new positions and adding to 14 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VB, VEA, AGG) accounted for 48.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
MUB
市值: $382.8K
Top Position Liquidated / Trimmed
PLTR
前期市值: $55.3K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | ETF-Other | 11.71% | -0.55% | -0.18% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.96% | — | +2.91% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.16% | +0.09% | +1.43% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 9.93% | +0.33% | -0.10% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 9.03% | -0.02% | +1.47% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 8.27% | +0.33% | +2.69% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 7.74% | +0.02% | -0.86% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.46% | +0.27% | -2.39% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.01% | +0.11% | +2.68% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.81% | -0.08% | +3.53% | |
| 11 | SCHH | Schwab US Reit ETF | ETF-Other | 3.73% | -0.14% | +6.77% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.05% | -0.31% | +3.28% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.85% | -0.10% | -0.65% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.70% | +0.09% | -4.33% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.16% | +0.01% | +2.40% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 0.32% | -0.05% | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | +0.01% | -0.63% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.23% | -0.01% | +24.66% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | -0.02% | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.02% | +0.78% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.09% | -0.01% | +1.65% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.06% | — | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.05% | +0.01% | -32.31% | |
| 24 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 0.05% | — | — | |
| 25 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.05% | +0.01% | +1.36% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.03% | — | +1.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.5% | +2.91% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.2% | +3.53% | Add |
| 3 | SCHA | Schwab US Small-cap ETF | +0.1% | +3.28% | Add |
| 4 | SCHH | Schwab US Reit ETF | +0.1% | +6.77% | Add |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.1% | +24.66% | Add |
| 6 | SCHF | Schwab Intl Equity ETF | 0% | +2.40% | Add |
| 7 | VEU | Vanguard Ftse All-world Ex-u | 0% | +1.65% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | 0% | +0.78% | Add |
| 9 | IAUUSD | Ishares Gold Trust | — | — | Unchanged |
| 10 | TSLA | Tesla Inc | — | — | Unchanged |
| 11 | AOA | Ishares Core 80/20 Aggressiv | — | +1.36% | Add |
| 12 | VWO | Vanguard Ftse Emerging Marke | — | +1.90% | Add |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 14 | SCHX | Schwab US Large-cap ETF | 0% | -0.10% | Trim |
| 15 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.63% | Trim |
| 16 | MSFT | Microsoft CORP | 0% | -32.31% | Trim |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | -4.33% | Trim |
| 18 | VCIT | Vanguard Int-term Corporate | -0.1% | +1.47% | Add |
| 19 | VB | Vanguard Small-cap ETF | -0.1% | -0.18% | Trim |
| 20 | AGG | Ishares Core U.s. Aggregate | -0.1% | +1.43% | Add |
| 21 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | +2.68% | Add |
| 22 | VTIP | Vanguard Short-term Tips | -0.2% | +2.69% | Add |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -2.39% | Trim |
| 24 | VNQ | Vanguard Real Estate ETF | -0.2% | -0.65% | Trim |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -0.86% | Trim |
| 26 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 27 | PLTR | Palantir Technologies Inc-a | — | EXIT | Sold out |
According to official SEC Form 13F filings, Frisco Financial Planning LLC reported a total U.S. public equity portfolio value of $128.5M across 26 disclosed positions in Q4 2025.
During Q4 2025, Frisco Financial Planning LLC's top holdings by market value included VB (11.7%)、VEA (11.0%)、AGG (10.2%). The largest single position, VB, represented 11.7% of total portfolio value.
In Q4 2025, Frisco Financial Planning LLC made 24 total portfolio adjustments, initiating 1 new buys, adding to 14 positions, trimming 8 holdings, and fully liquidating 1 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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