Frisco Financial Planning LLC

DOSSIER · 13F-HR · Q3 2026

Frisco Financial Planning LLC

$129M in tracked AUM across 34 positions as of Q3 2026.

FF

CIK 0002133972 · last filed Sep 30, 2026

Total AUM

$129M

as of Q3 2026

Holdings

34

—

positions

Whale Score

69

69

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Frisco Financial Planning 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

VB

Vanguard Small-Cap ETF

$15M53K11.7%02

VTEB

Vanguard Tax-Exempt Bond ETF

$15M317K11.7%03

VEA

Vanguard FTSE Developed Markets ETF

$14M197K10.8%04

SCHX

Schwab US Large-Cap ETF

$13M423K9.9%05

VTIP

Vanguard Short-Term Infl-Prot Secs ETF

$11M226K8.7%06

SPY

SPDR S&P 500 ETF Trust

$10M13K8.0%07

VCIT

Vanguard Interm-Term Corp Bd ETF

$10M127K7.8%08

AGG

iShares Core US Aggregate Bond ETF

$9M97K7.1%09

IEMG

iShares Core MSCI Emerging Markets ETF

$7M82K5.2%10

BNDX

Vanguard Total International Bond ETF