• 13F History

Fiduciary Planning LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$304M
Signature - Title
Alan Gilmore - Attorney
Location
Englewood, FL
Summary
This page shows a list of all the recent 13F filings made by Fiduciary Planning LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fiduciary Planning LLC reported 75 stock holdings with total value $304M as of Q1 2025. Top holdings included DGRW, FFEB, VTIP, VRIG, and HSRT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 75 $304M +$15.5M -$10.3M +$5.15M DGRW, FFEB, VTIP, VRIG, HSRT 13F-HR 4/11/2025, 02:01 PM
Q4 2024 75 $308M +$25.5M -$12.1M +$13.4M DGRW, FFEB, VTIP, VRIG, HSRT 13F-HR 1/24/2025, 03:47 PM
Q3 2024 61 $295M +$16.1M -$9.15M +$6.98M DGRW, FFEB, VTIP, VRIG, HSRT 13F-HR 10/22/2024, 11:15 AM
Q2 2024 60 $279M +$46.5M -$34.7M +$11.8M DGRW, FFEB, VTIP, VRIG, HSRT 13F-HR 8/6/2024, 09:01 PM
Q1 2024 56 $264M +$16.8M -$3.58M +$13.2M DGRW, EQWL, FFEB, VRIG, VTIP 13F-HR 4/29/2024, 10:36 AM
Q4 2023 53 $235M +$161M -$147M +$13.1M DGRW, EQWL, FFEB, HSRT, VRIG 13F-HR 1/25/2024, 11:49 AM
Q3 2023 61 $212M +$86.4M -$82M +$4.45M ACIO, JUCY, DRSK, IDUB, DUBS 13F-HR 10/26/2023, 04:07 PM
Q2 2023 43 $217M +$17.3M -$14.2M +$3.1M DRSK, JUCY, ACIO, OSCV, ADME 13F-HR 8/3/2023, 09:17 PM
Q1 2023 42 $211M +$8.31M -$7.59M +$716K DRSK, ACIO, JUCY, ADME, OSCV 13F-HR 5/1/2023, 05:13 PM
Q4 2022 42 $206M +$55.4M -$44.6M +$10.8M DRSK, JUCY, ACIO, ADME, OSCV 13F-HR 2/6/2023, 05:39 PM
Q3 2022 38 $195M +$3.76M -$274K +$3.48M DRSK, ACIO, ADME, OSCV, IDUB 13F-HR 11/14/2022, 12:46 PM
Q2 2022 39 $202M +$43.3M -$2.18M +$41.1M DRSK, ACIO, ADME, IDUB, OSCV 13F-HR 9/30/2022, 02:44 PM
Q1 2022 38 $182M +$17.3M -$1.76M +$15.5M DRSK, ACIO, ADME, OSCV, SPLG 13F-HR 5/11/2022, 11:40 AM
Q4 2021 48 $178M +$10.7M -$23M -$12.3M DRSK, ACIO, ADME, OSCV, SPLG 13F-HR 2/8/2022, 10:28 AM
Q3 2021 67 $188M +$81.4M -$6.8M +$74.6M DRSK, ACIO, ADME, OSCV, SPLG 13F-HR 11/9/2021, 01:18 PM
Q2 2021 61 $116M +$81.5M -$34.1M +$47.4M DRSK, ADME, ACIO, SPDW, OSCV 13F-HR 8/6/2021, 01:21 PM
Q1 2021 253 $66.2M +$17.1M -$24.1M -$6.94M XLP, AAPL, MSFT, ARKK, ALK Restatement 5/24/2021, 01:02 PM
Q4 2020 213 $70.9M +$18.2M -$14M +$4.2M VDC, AAPL, MSFT, ITB, UPS 13F-HR 2/10/2021, 12:14 PM
Q3 2020 174 $60.6M +$20.6M -$4.77M +$15.9M AGG, AAPL, MSFT, SHY, UPS 13F-HR 10/27/2020, 01:49 PM
Q2 2020 30 $43M +$23.6M -$3.02M +$20.5M AGG, AAPL, MSFT, JNJ, AMZN 13F-HR 8/24/2020, 03:25 PM
Q1 2020 37 $53.3M +$23.9M -$14.5M +$9.39M USMV, QQQ, PFF, LQD, VCIT 13F-HR 5/8/2020, 04:34 PM
Q4 2019 60 $108M QQQ, USMV, AGG, SMMV, MBB 13F-HR 2/14/2020, 01:41 PM