13F Insight
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DOSSIER · 13F-HR · Q3 2025

Defined Financial Planning LLC

$121M in tracked AUM across 65 positions as of Q3 2025.

DF
CIK 0002056559 · last filed Sep 30, 2025
Total AUM
$121M
as of Q3 2025
Holdings
65
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2025.

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