DOSSIER · 13F-HR · Q2 2026

Fee-Only Financial Planning, L.C.

$187M in tracked AUM across 45 positions as of Q2 2026.

FF
CIK 0001954044 · last filed Jun 30, 2026
Total AUM
$187M
as of Q2 2026
Holdings
45
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Fee-Only Financial Planning, L.C. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$54M629K29.1%
02
VTV
VANGUARD INDEX FDS
$35M161K18.8%
03
VO
VANGUARD INDEX FDS
$16M200K8.6%
04
VB
VANGUARD INDEX FDS
$13M43K6.9%
05
VBR
VANGUARD INDEX FDS
$13M52K6.8%
06
VBK
VANGUARD INDEX FDS
$11M30K5.8%
07
VEU
VANGUARD INTL EQUITY INDEX F
$8M99K4.5%
08
VOO
VANGUARD INDEX FDS
$5M7K2.5%
09
VOE
VANGUARD INDEX FDS
$4M23K2.4%
10
VTI
VANGUARD INDEX FDS
$3M9K1.8%

Filing history

2026Q2Jun 30
$187M▲ 12.6%
45 positionsView →
2026Q1Mar 31
$166M▼ 3.4%
43 positionsView →
2025Q4Dec 31
$172M▲ 0.1%
42 positionsView →
2025Q3Sep 30
$171M▲ 6.1%
42 positionsLocked
2025Q2Jun 30
$162M▲ 10.3%
41 positionsLocked
2025Q1Mar 31
$146M▼ 5.4%
41 positionsLocked
2024Q4Dec 31
$155M▼ 0.8%
40 positionsLocked
2024Q3Sep 30
$156M▲ 5.1%
40 positionsLocked
2024Q2Jun 30
$149M▲ 0.3%
40 positionsLocked
2024Q1Mar 31
$148M▲ 7.0%
41 positionsLocked
2023Q4Dec 31
$138M▲ 11.6%
41 positionsLocked
2023Q3Sep 30
$124M▼ 5.2%
40 positionsLocked
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