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Showing Q3 2025 data
Defined Financial Planning LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Defined Financial Planning LLC
•CIK: 2056559•Filing: Q3 2025
**Defined Financial Planning LLC** manages $121M across a diversified portfolio of 65 positions. The strategy exhibits a notable tilt toward growth and sector-specific opportunities, evidenced by top holdings including SCHG at $14.2M and DGRW at $9.4M. Further concentration is seen in technology and specialized indices, with JVAL ($7.5M) and DDWM ($6.9M) representing significant allocations. This positioning suggests a tactical approach targeting high-growth segments within the broader market.
Total AUM
$120.6M
QoQ Performance
+7.1%
Positions
48
Top 10 Concentration
58.9%
Latest Filing
Q3 2025
Top Holdings Allocation
SCHG
DGRW
JVAL
DDWM
AGGY
SECT
SPDW
SCHG11.8%
DGRW7.8%
JVAL6.2%
DDWM5.8%
AGGY5.6%
SECT5.4%
SPDW5.0%
XSOE4.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.0%
Technology12.0%
Consumer2.2%
Financial1.3%
Healthcare0.9%
ETF0.7%
Communication0.3%
Energy0.2%
🚪 Exited Positionssold since Q2 2025
+6 more exited positions
Changes from Q2 2025
NEW8 new positions
↑33 increased
↓23 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024