What does Financial Plan, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

AMERICAN CENTY ETF TR

$155M1.4M16.6%

DIMENSIONAL ETF TRUST

$137M3.5M14.7%

AMERICAN CENTY ETF TR

$101M1.2M10.8%

DIMENSIONAL ETF TRUST

$54M1.5M5.8%

DIMENSIONAL ETF TRUST

$44M917K4.7%

DIMENSIONAL ETF TRUST

$41M818K4.4%

AMERICAN CENTY ETF TR

$41M506K4.4%

AMERICAN CENTY ETF TR

$40M851K4.3%

VANGUARD MALVERN FDS

$34M680K3.6%

AMERICAN CENTY ETF TR

$31M712K3.4%

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