DOSSIER · 13F-HR · Q1 2025

Michael A. Dubis Financial Planning, LLC

$103M in tracked AUM across 45 positions as of Q1 2025.

MA
CIK 0002052271 · last filed Mar 31, 2025
Total AUM
$103M
as of Q1 2025
Holdings
45
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2025

Michael A. Dubis Financial Planning, LLC filed its latest 13F-HR for Q1 2025. See the latest holdings and position changes below.

Quarter at a glance — Q1 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2025.

#HoldingValueSharesWeight
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Filing history

2025Q1Mar 31
$103M 0.4%
45 positionsLocked
2024Q4Dec 31
$103M
48 positionsLocked