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CIK: 0001909307
Total reported value
$211.2M
$211.2M
37 檔
62.2%
As reported in its official Q4 2025 Form 13F filing, Investments & Financial Planning, LLC's tracked investment portfolio stood at $211.2M with 37 total positions.
In Q4 2025, Investments & Financial Planning, LLC adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | ETF-Other | 20.73% | +0.25% | -1.98% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 20.58% | +1.34% | -2.81% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 14.34% | -0.02% | -0.62% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 8.92% | -0.09% | -2.29% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 5.97% | +0.25% | -5.71% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.83% | -1.19% | +57.31% | |
| 7 | URTH | Ishares Msci World ETF | ETF-Other | 5.42% | +0.03% | -1.10% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.10% | -0.06% | -10.01% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.43% | -0.01% | +0.18% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.92% | -0.33% | +4.32% | |
| 11 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.37% | -0.17% | +12.73% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.34% | -0.01% | — | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 0.94% | +0.02% | -9.45% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 0.51% | -0.03% | +5.09% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.51% | -0.06% | -14.77% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | -0.01% | -37.24% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -0.02% | -9.90% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.43% | — | — | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.31% | -0.02% | -10.24% | |
| 20 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.30% | -0.06% | -25.24% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.28% | +0.01% | +26.94% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.26% | -0.02% | -0.45% | |
| 23 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.25% | -0.04% | +10.67% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | -0.01% | -2.62% | |
| 25 | SUB | Ishares Short-term National | ETF-Other | 0.23% | — | -0.83% | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.23% | -0.02% | -11.56% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.22% | -0.01% | -6.82% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.21% | -0.01% | -1.55% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.21% | — | +28.01% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.01% | — | |
| 31 | BA | Boeing Co/the | Stock-Industrials | 0.14% | — | — | |
| 32 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.13% | -0.13% | EXIT | |
| 33 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.12% | -0.01% | -7.60% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.10% | NEW | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.12% | — | — | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.11% | — | — | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.11% | +0.10% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | +2.1% | +57.31% | Add |
| 2 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +12.73% | Add |
| 3 | BIV | Vanguard Intermediate-term B | +0.1% | +4.32% | Add |
| 4 | SCHV | Schwab US Large-cap Value | +0.1% | +26.94% | Add |
| 5 | SCHG | Schwab US Large-cap Growth | +0.1% | +28.01% | Add |
| 6 | URTH | Ishares Msci World ETF | 0% | -1.10% | Trim |
| 7 | AAPL | Apple Inc | 0% | — | Unchanged |
| 8 | MUB | Ishares National Muni Bond E | 0% | +5.09% | Add |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | 0% | +10.67% | Add |
| 10 | VOE | Vanguard Mid-cap Value ETF | 0% | -0.45% | Trim |
| 11 | TSLA | Tesla Inc | — | — | Unchanged |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | -6.82% | Trim |
| 13 | AMZN | Amazon.com Inc | — | -2.62% | Trim |
| 14 | SCHW | Schwab (charles) CORP | — | -1.92% | Trim |
| 15 | SUB | Ishares Short-term National | — | -0.83% | Trim |
| 16 | BA | Boeing Co/the | — | — | Unchanged |
| 17 | DIS | Walt Disney Co/the | — | — | Unchanged |
| 18 | VBR | Vanguard Small-cap Value ETF | — | -1.55% | Trim |
| 19 | JNK | Ss Spdr Bb High Yield Bond | 0% | -7.60% | Trim |
| 20 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 21 | SPEM | State Street Sp Ptf Em ETF | 0% | -4.39% | Trim |
| 22 | NVDA | Nvidia CORP | 0% | +0.18% | Add |
| 23 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.62% | Trim |
| 24 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | -11.56% | Trim |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | -10.24% | Trim |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | -9.90% | Trim |
| 28 | VUG | Vanguard Growth ETF | -0.1% | -9.45% | Trim |
| 29 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | -14.77% | Trim |
| 30 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.1% | -25.24% | Trim |
| 31 | VB | Vanguard Small-cap ETF | -0.3% | -1.98% | Trim |
| 32 | VTV | Vanguard Value ETF | -0.3% | -37.24% | Trim |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.3% | -2.81% | Trim |
| 34 | CGGR | Cap Group Growth Equity | -0.3% | -5.71% | Trim |
| 35 | VT | Vanguard Tot World Stk ETF | -0.4% | -10.01% | Trim |
| 36 | VO | Vanguard Mid-cap ETF | -0.4% | -2.29% | Trim |
| 37 | VIG | Vanguard Dividend Apprec ETF | — | EXIT | Sold out |
| 38 | GOOGL | Alphabet Inc-cl A | — | 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 Q4 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 62.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
GOOGL
市值: $221.2K
Top Position Liquidated / Trimmed
VIG
前期市值: $419.0K
During Q4 2025, Investments & Financial Planning, LLC's top holdings by market value included VB (20.7%)、SPYG (20.6%)、IJH (14.3%). The largest single position, VB, represented 20.7% of total portfolio value.
In Q4 2025, Investments & Financial Planning, LLC made 32 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 22 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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