Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q1 2025 data
Michael A. Dubis Financial Planning, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Michael A. Dubis Financial Planning, LLC

•CIK: 2052271•Filing: Q1 2025

**Michael A. Dubis Financial Planning, LLC** manages $103M across a diversified portfolio of 45 positions. The strategy exhibits a significant allocation to fixed income and broad market exposure, notably holding $14.4M in SGOV and $13.3M in VGIT. Top holdings further reveal substantial weightings in VTI ($21.8M) and VGSH ($11.9M), indicating a core focus on U.S. equity and intermediate-term Treasury exposure.

Total AUM
$103.0M
QoQ Performance
-0.4%
Positions
23
Top 10 Concentration
76.3%
Latest Filing
Q1 2025

Top Holdings Allocation

VTI
SGOV
VGIT
VGSH
VTI21.1%
SGOV13.9%
VGIT12.9%
VGSH11.5%
SPTS4.8%
DFIC3.5%
SPTM2.7%
AAPL2.1%

📈 Biggest Buys

VGIT
VANGUARD SCOTTSDALE FDS
+4.1%
12.9% of portfolio
VTI
VANGUARD INDEX FDS
+1.5%
21.1% of portfolio
VGSH
VANGUARD SCOTTSDALE FDS
+2.0%
11.5% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
NEW
0.2% of portfolio
DFIC
DIMENSIONAL ETF TRUST
+5.3%
3.5% of portfolio

📉 Biggest Sells

SGOV
ISHARES TR
-0.9%
13.9% of portfolio
BIL
SPDR SER TR
-7.6%
1.1% of portfolio
MUB
ISHARES TR
-20.8%
0.3% of portfolio
ISTB
ISHARES TR
-0.9%
0.9% of portfolio

Sector Breakdown

Other95.5%
Technology2.1%
Industrial1.1%
Financial0.7%
ETF0.6%

🚪 Exited Positionssold since Q4 2024

MSFT
MICROSOFT CORP
SOLD
$213.0K
GOOG
ALPHABET INC
SOLD
$209.0K
ESGU
ISHARES TR
SOLD
$207.0K
MG1
MGE ENERGY INC
SOLD
$200.0K

Changes from Q4 2024

NEW1 new position
↑21 increased
↓4 decreased

Historical Filings

Q1 2025Q4 2024

📌 Top Holdings

VTI21.1%
VANGUARD INDEX FDS
$21.8M
SGOV13.9%
ISHARES TR
$14.4M
VGIT12.9%
VANGUARD SCOTTSDALE FDS
$13.3M
VGSH11.5%
VANGUARD SCOTTSDALE FDS
$11.9M
SPTS4.8%
SPDR SER TR
$4.9M

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