Donalies Financial Planning, LLC
•CIK: 2111587•Filing: Q4 2025
**Donalies Financial Planning, LLC** manages $117M across a diversified portfolio of 70 positions. Top allocations include DFAC ($12.7M) and VOO ($12.4M), suggesting a core focus on established market leaders and broad indices. Significant secondary holdings include DFSU ($5.9M), VEA ($5.2M), and VTI ($4.5M). The concentrated exposure to large-cap tech and index funds underscores a strategy emphasizing stability within growth sectors.
Total AUM
$117.4M
QoQ Performance
N/A
Positions
32
Top 10 Concentration
51.7%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
VOO
DFAC10.8%
VOO10.6%
DFSU5.0%
VEA4.5%
VTI3.8%
AAPL3.8%
DFSI3.7%
AMZN3.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other73.3%
ETF11.1%
Technology9.4%
Consumer4.4%
Financial0.4%
Communication0.4%
Industrial0.3%
Healthcare0.3%