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Showing Q3 2025 data
Investments & Financial Planning, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Investments & Financial Planning, LLC
•CIK: 1909307•Filing: Q3 2025
**Investments & Financial Planning, LLC** manages $185M across a diversified portfolio of 37 holdings. The strategy exhibits a significant overweighting toward broad market exposure, anchored by top positions in VB ($38.8M) and SPYG ($38.7M). Notable allocations include substantial positions in IJH ($26.6M) and VO ($17.2M). The portfolio maintains tactical exposure to specific sectors, highlighted by holdings in CGGR ($11.7M) and URTH ($10.0M).
Total AUM
$185.1M
QoQ Performance
+6.6%
Positions
22
Top 10 Concentration
89.7%
Latest Filing
Q3 2025
Top Holdings Allocation
VB
SPYG
IJH
VO
CGGR
URTH
VB21.0%
SPYG20.9%
IJH14.4%
VO9.3%
CGGR6.3%
URTH5.4%
VT4.5%
VCSH3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other94.9%
Technology3.0%
Consumer1.6%
Industrial0.1%
Financial0.1%
Healthcare0.1%
Communication0.1%
Changes from Q2 2025
↑17 increased
↓15 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023