DOSSIER · 13F-HR · Q2 2026

Financial Planning Fort Collins, LLC

$132M in tracked AUM across 33 positions as of Q2 2026.

FP
CIK 0002111920 · last filed Jun 30, 2026
Total AUM
$132M
as of Q2 2026
Holdings
33
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Financial Planning Fort Collins, LLC 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
NVDA
NVIDIA CORPORATION
$28M140K21.5%
02
SPTM
SPDR SERIES TRUST
$28M301K20.8%
03
SPAB
SPDR SERIES TRUST
$13M517K9.9%
04
SPDW
SPDR INDEX SHS FDS
$12M239K9.1%
05
VTI
VANGUARD INDEX FDS
$7M20K5.7%
06
MUB
ISHARES TR
$6M57K4.6%
07
SPEM
SPDR INDEX SHS FDS
$5M102K4.0%
08
VV
VANGUARD INDEX FDS
$3M10K2.6%
09
VB
VANGUARD INDEX FDS
$3M11K2.6%
10
USRT
ISHARES TR
$3M50K2.5%

Filing history

2026Q2Jun 30
$132M 1.0%
33 positionsView →
2026Q1Mar 31
$133M 17.1%
33 positionsView →
2025Q4Dec 31
$114M
31 positionsView →