• 13F History

Michael A. Dubis Financial Planning, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$103M
Signature - Title
Jim Cullen - Compliance Consultant
Location
Middleton, WI
Summary
This page shows a list of all the recent 13F filings made by Michael A. Dubis Financial Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Michael A. Dubis Financial Planning, LLC reported 45 stock holdings with total value $103M as of Q1 2025. Top holdings included VTI, SGOV, VGIT, VGSH, and SPTS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 45 $103M +$1.76M -$1.14M +$624K VTI, SGOV, VGIT, VGSH, SPTS 13F-HR 4/14/2025, 07:35 PM
Q4 2024 48 $103M $0 $0 VTI, SGOV, VGIT, VGSH, SPTS 13F-HR 2/12/2025, 11:02 AM