Fiduciary Planning LLC 13F Holdings

CIK 0001792851 · ENGLEWOOD, FL

As of Sep 30, 2025, Fiduciary Planning LLC reported 83 positions worth $327.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDDGRW—551,306$49.0M14.99%
FT VEST US EQUITY BUFFER ETF - FEBRUARYFFEB—505,308$27.9M8.52%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUNDVTIP—496,199$25.1M7.68%
INVESCO ACTIVELY MANAGED EXC——964,120$24.2M7.40%
HARTFORD FDS EXCHANGE TRADEDTRPA—618,419$24.1M7.35%
INVESCO S&P 100 EQUAL WEIGHT ETFEQWL—137,900 5.8M4.83%
VANECK SEMICONDUCTOR ETFSMH—44,760 4.6M4.47%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—51,253 4.4M4.42%
FIDELITY FUNDAMENTAL LARGE CAP CORE ETFFFLC—244,822 2.7M3.89%
ISHARES S&P 100 ETFOEF—33,052 1.0M3.36%
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETFAIRR—85,760$8.3M2.53%
ISHARES TRIAK—54,513$7.3M2.23%
SPDR S&P 500 ETF TRUSTSPY—9,505$6.3M1.94%
ISHARES CORE S&P 500 ETFIVV—8,545$5.7M1.75%
INVESCO S&P MIDCAP MOMENTUM ETFXMMO—42,042$5.7M1.74%
XTRACKERS MSCI EAFE HEDGED EQUITY ETFDBEF—120,075$5.6M1.70%
INVESCO S&P 500 MOMENTUM ETFSPMO—40,795$4.9M1.51%
VANECK URANIUM AND NUCLEAR ETFNLR—32,149$4.4M1.33%
BROADCOM INCAVGOTechnology11,167$3.7M1.13%
AMAZON.COM INCAMZNEquity16,487$3.6M1.11%
TESLA INCTSLAConsumer Cyclical7,555$3.4M1.03%
MICROSOFT CORPMSFTTechnology6,462$3.3M1.02%
NVIDIA CORPNVDATechnology16,648$3.1M0.95%
APPLE INCAAPLTechnology11,899$3.0M0.93%
META PLATFORMS INCMETACommunication Services3,374$2.5M0.76%