13F Filings History of Michael A. Dubis Financial Planning, LLC

Latest 13F report
Q1 2025 - 15 Apr 2025
Value $
$103,020,867
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 $103,020,867 as of Q1 2025. Top holdings included VTI, SGOV, VGIT, VGSH, and SPTS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2025 45 $103,020,867 +$1,759,086 -$1,135,429 +$623,657 VTI, SGOV, VGIT, VGSH, SPTS 13F-HR 14 Apr 2025, 19:35
Q4 2024 48 $103,421,000 $0 $0 $0 VTI, SGOV, VGIT, VGSH, SPTS 13F-HR 12 Feb 2025, 11:02