What does Defined Financial Planning LLC hold? Q3 2025 13F Holdings & Portfolio

AI Analysis · Q3 2025 · Q3 2025

Defined Financial Planning LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight

SCHWAB STRATEGIC TR

$14M436K11.8%

WISDOMTREE TR

$9M106K7.8%

J P MORGAN EXCHANGE TRADED F

$7M156K6.2%

WISDOMTREE TR

$7M165K5.8%

WISDOMTREE TR

$7M152K5.6%

NORTHERN LTS FD TR IV

$7M103K5.4%

SPDR INDEX SHS FDS

$6M139K5.0%

WISDOMTREE TR

$5M136K4.4%

WISDOMTREE TR

$4M82K3.5%

WISDOMTREE TR

$4M80K3.5%

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