13F Insight
DOSSIER · 13F-HR · Q2 2026

Frisco Financial Planning LLC

Frisco Financial Planning's pension fund based in Boston, MA — $133M in tracked AUM across 29 positions as of Q2 2026.

FF
Frisco Financial Planning·Boston, MA·Pension Fund
CIK 0002133972 · last filed Jun 30, 2026
Total AUM
$133M
▲ 6.6%
vs prior
Holdings
29
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q2 2026 · Q2 2026

Frisco Financial Planning 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
VB
Vanguard Small-Cap ETF
$16M54K12.2%
02
VTEB
Vanguard Tax-Exempt Bond ETF
$15M306K11.7%
03
VEA
Vanguard FTSE Developed Markets ETF
$14M202K10.8%
04
SCHX
Schwab US Large-Cap ETF
$13M431K9.6%
05
VTIP
Vanguard Short-Term Infl-Prot Secs ETF
$11M220K8.3%
06
VCIT
Vanguard Interm-Term Corp Bd ETF
$10M125K7.8%
07
SPY
SPDR S&P 500 ETF Trust
$10M14K7.7%
08
AGG
iShares Core US Aggregate Bond ETF
$9M94K7.0%
09
IEMG
iShares Core MSCI Emerging Markets ETF
$7M84K5.3%
10
BNDX
Vanguard Total International Bond ETF
$6M114K4.2%

Filing history

Filing history loading…