Fiduciary Planning LLC
•CIK: 1792851•Filing: Q4 2025
**Fiduciary Planning LLC** manages $329M across a diversified portfolio of 75 positions. The strategy exhibits significant allocations to defensive and income-generating assets, highlighted by the top holdings in DGRW ($50.0M) and FFEB ($28.4M). Further concentration is evident in fixed income and specialized sector plays, including VTIP ($24.9M) and VRIG ($24.5M). This structure suggests a focus on capital preservation and steady yield generation within the current market cycle.
Total AUM
$329.5M
QoQ Performance
+0.7%
Positions
62
Top 10 Concentration
67.8%
Latest Filing
Q4 2025
Top Holdings Allocation
DGRW
FFEB
VTIP
VRIG
TRPA
DGRW15.2%
FFEB8.6%
VTIP7.5%
VRIG7.4%
TRPA7.4%
EQWL4.9%
SMH4.7%
XLK4.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.8%
Technology5.5%
ETF3.8%
Consumer2.2%
Financial0.7%
Healthcare0.6%
Industrial0.4%
Utilities0.4%
🚪 Exited Positionssold since Q3 2025
—
IREN LIMITED
SOLD
$312.2K
+6 more exited positions
Changes from Q3 2025
NEW3 new positions
↑30 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023