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CIK: 0001909307
Total reported value
$211.2M
$211.2M
37 檔
63.0%
The Q3 2025 SEC filing reveals that Investments & Financial Planning, LLC held a total portfolio value of $211.2M, covering 37 public equity positions.
During Q3 2025, Investments & Financial Planning, LLC performed routine portfolio adjustments (3 new buys, 16 additions, 16 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | ETF-Other | 20.99% | +0.25% | -2.37% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 20.88% | +1.34% | -1.11% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 14.36% | -0.02% | +0.58% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 9.30% | -0.09% | -0.30% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 6.30% | +0.25% | +0.90% | |
| 6 | URTH | Ishares Msci World ETF | ETF-Other | 5.39% | +0.03% | +0.81% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.48% | -0.06% | -2.98% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.74% | -1.19% | +2.48% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.44% | -0.01% | +0.07% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.86% | -0.33% | +6.61% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.34% | -0.01% | — | |
| 12 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.23% | -0.17% | +16.83% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.03% | +0.02% | -0.13% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 0.76% | -0.01% | +0.56% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.61% | -0.06% | -21.60% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 0.49% | -0.03% | +17.40% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | -0.02% | -6.71% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.41% | — | +0.03% | |
| 19 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.40% | -0.06% | -22.79% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.34% | -0.02% | -4.99% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.26% | -0.02% | +0.96% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.25% | -0.02% | -4.03% | |
| 23 | SUB | Ishares Short-term National | ETF-Other | 0.23% | — | +49.94% | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.23% | -0.04% | -5.75% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | -0.01% | — | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | — | +0.05% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.22% | -0.01% | -16.08% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.22% | +0.01% | +6.57% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.21% | -0.01% | -3.60% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | -0.01% | — | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.16% | — | -0.79% | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.14% | — | — | |
| 33 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.13% | -0.13% | EXIT | |
| 34 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.13% | -0.01% | +0.77% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.12% | — | — | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.12% | — | +0.26% | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.12% | +0.10% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.6% | -1.11% | Add |
| 2 | CGGR | Cap Group Growth Equity | +0.8% | +0.90% | Add |
| 3 | NVDA | Nvidia CORP | +0.8% | +0.07% | Add |
| 4 | TSLA | Tesla Inc | +0.4% | — | Unchanged |
| 5 | URTH | Ishares Msci World ETF | +0.3% | +0.81% | Add |
| 6 | VUG | Vanguard Growth ETF | +0.1% | -0.13% | Trim |
| 7 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +16.83% | Add |
| 8 | MSFT | Microsoft CORP | 0% | — | Add |
| 9 | SUB | Ishares Short-term National | 0% | +49.94% | Add |
| 10 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.05% | Add |
| 11 | SCHG | Schwab US Large-cap Growth | 0% | -0.79% | Trim |
| 12 | BA | Boeing Co/the | 0% | — | Unchanged |
| 13 | AMZN | Amazon.com Inc | — | — | Add |
| 14 | SCHV | Schwab US Large-cap Value | — | +6.57% | Add |
| 15 | MUB | Ishares National Muni Bond E | 0% | +17.40% | Add |
| 16 | AAPL | Apple Inc | 0% | +0.03% | Add |
| 17 | VBR | Vanguard Small-cap Value ETF | 0% | -3.60% | Trim |
| 18 | UNH | Unitedhealth Group Inc | 0% | — | Add |
| 19 | JNK | Ss Spdr Bb High Yield Bond | 0% | +0.77% | Trim |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -6.71% | Trim |
| 21 | VOE | Vanguard Mid-cap Value ETF | 0% | -4.03% | Trim |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | +0.96% | Trim |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | -16.08% | Trim |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | -0.1% | -5.75% | Trim |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | -4.99% | Trim |
| 26 | VTV | Vanguard Value ETF | -0.1% | +0.56% | Trim |
| 27 | BIV | Vanguard Intermediate-term B | -0.1% | +6.61% | Add |
| 28 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.2% | -22.79% | Trim |
| 29 | VT | Vanguard Tot World Stk ETF | -0.2% | -2.98% | Trim |
| 30 | VO | Vanguard Mid-cap ETF | -0.3% | -0.30% | Add |
| 31 | BNDX | Vanguard Total Intl Bond ETF | -0.4% | -21.60% | Trim |
| 32 | IJH | Ishares Core S&p Midcap ETF | -0.7% | +0.58% | Add |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | -0.9% | +2.48% | Trim |
| 34 | VB | Vanguard Small-cap ETF | -1% | -2.37% | Trim |
| 35 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 36 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 37 | SPEM | State Street Sp Ptf Em ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Investments & Financial Planning, LLC reported a total U.S. public equity portfolio value of $211.2M across 37 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VB, SPYG, IJH) accounted for 63.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
SCHW
市值: $243.4K
Top Position Liquidated / Trimmed
VB
前期市值: $33.9M
During Q3 2025, Investments & Financial Planning, LLC's top holdings by market value included VB (21.0%)、SPYG (20.9%)、IJH (14.4%). The largest single position, VB, represented 21.0% of total portfolio value.
In Q3 2025, Investments & Financial Planning, LLC made 35 total portfolio adjustments, initiating 3 new buys, adding to 16 positions, trimming 16 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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