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
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 551,306 | $49.0M | 14.99% |
| FT VEST US EQUITY BUFFER ETF - FEBRUARY | FFEB | — | 505,308 | $27.9M | 8.52% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 496,199 | $25.1M | 7.68% |
| INVESCO ACTIVELY MANAGED EXC | — | — | 964,120 | $24.2M | 7.40% |
| HARTFORD FDS EXCHANGE TRADED | TRPA | — | 618,419 | $24.1M | 7.35% |
| INVESCO S&P 100 EQUAL WEIGHT ETF | EQWL | — | 137,900 |