DOSSIER · 13F-HR · Q1 2026
Financial Plan, Inc.
$933M in tracked AUM across 94 positions as of Q1 2026.
FP
CIK 0002107584 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Financial Plan, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.
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.