DOSSIER · 13F-HR · Q3 2026

Financial Planning Fort Collins, LLC

$137M in tracked AUM across 34 positions as of Q3 2026.

FP
CIK 0002111920 · last filed Sep 30, 2026
Total AUM
$137M
as of Q3 2026
Holdings
34
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Financial Planning Fort Collins, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$32M140K23.4%
02
SPTM
SPDR SERIES TRUST
$28M304K20.5%
03
SPAB
SPDR SERIES TRUST
$12M513K9.1%
04
SPDW
SPDR INDEX SHS FDS
$12M242K8.9%
05
VTI
VANGUARD INDEX FDS
$8M21K5.9%
06
MUB
ISHARES TR
$5M54K4.0%
07
SPEM
SPDR INDEX SHS FDS
$5M103K3.9%
08
VV
VANGUARD INDEX FDS
$3M10K2.5%
09
VB
VANGUARD INDEX FDS
$3M11K2.3%
10
VO
VANGUARD INDEX FDS
$3M40K2.3%

Filing history

2026Q3Sep 30
$137M▲ 3.5%
34 positionsView →
2026Q2Jun 30
$132M▼ 1.0%
33 positionsView →
2026Q1Mar 31
$133M▲ 17.1%
33 positionsView →
2025Q4Dec 31
$114M—
31 positionsView →