13F Insight
DOSSIER · 13F-HR · Q1 2026

Fiduciary Planning LLC

Fiduciary Planning's family office based in Boston, MA — $331M in tracked AUM across 76 positions as of Q1 2026.

FP
Fiduciary Planning·Boston, MA·Family Office
CIK 0001792851 · last filed Mar 31, 2026
Total AUM
$331M
▼ 3.8%
vs prior
Holdings
76
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Financials
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Fiduciary Planning LLC
Portfolio Overview

Fiduciary Planning LLC has reported a significant expansion in assets under management, with the total portfolio value growing by 42.7% quarter-over-quarter, rising from $230.91M to $329.49M. This growth is likely a combination of market performance and substantial net capital inflows, evidenced by the high volume of new positions. The portfolio consists of 75 holdings, indicating a moderate...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DGRW
WISDOMTREE TR
$45M513K13.6%
02
FFEB
FIRST TR EXCHNG TRADED FD VI
$28M504K8.5%
03
VTIP
VANGUARD MALVERN FDS
$25M506K7.6%
04
VRIG
INVESCO ACTIVELY MANAGED EXC
$25M990K7.5%
05
TRPA
HARTFORD FDS EXCHANGE TRADED
$25M636K7.4%
06
SMH
VANECK ETF TRUST
$16M43K5.0%
07
EQWL
INVESCO EXCHANGE TRADED FD T
$16M136K4.7%
08
XLK
SELECT SECTOR SPDR TR
$15M110K4.4%
09
FFLC
FIDELITY COVINGTON TRUST
$14M269K4.2%
10
OEF
ISHARES TR
$11M35K3.4%

Filing history

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