First seen by DFX
Sep 12, 2026
date not stated
Fiduciary Planning LLC: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (13F filer that reads as an institution by name (a manager's division, a custodian, a bank, an accounting firm))
First seen by DFX
Sep 12, 2026
date not stated
Fiduciary Planning LLC files Form 13F (non_adviser_filer, $329,486,819 in 75 positions)
Fiduciary Planning LLC reported $331,100,729 across 76 13(f) positions for the quarter ended 2026-03-31
Fiduciary Planning LLC opened a $8,217,831 position in Flexshares Tr (105,141 shares)
Fiduciary Planning LLC reported $329,486,819 across 75 13(f) positions for the quarter ended 2025-12-31
Fiduciary Planning LLC increased Select Sector Spdr Tr 51,253 -> 101,067 shares ($14,446,176 -> $14,550,592)
Fiduciary Planning LLC reported $327,144,100 across 83 13(f) positions for the quarter ended 2025-09-30
Fiduciary Planning LLC reported $302,310,443 across 77 13(f) positions for the quarter ended 2025-06-30
Fiduciary Planning LLC reduced Tidal Tr II 108,522 -> 51,986 shares ($2,454,768 -> $1,321,458)
Fiduciary Planning LLC reduced Nvidia Corporation 24,048 -> 17,781 shares ($2,606,333 -> $2,809,228)
Fiduciary Planning LLC reported $303,510,533 across 75 13(f) positions for the quarter ended 2025-03-31
Fiduciary Planning LLC increased Invesco Exch Traded Fd Tr II 21,374 -> 38,832 shares ($2,030,744 -> $3,593,125)
Fiduciary Planning LLC increased Tesla Inc 5,469 -> 6,923 shares ($2,208,601 -> $1,794,165)
Fiduciary Planning LLC increased DBX Etf Tr 60,254 -> 112,330 shares ($2,494,516 -> $4,863,889)
Fiduciary Planning LLC reduced Tidal Tr II 221,588 -> 108,522 shares ($5,504,246 -> $2,454,768)
Fiduciary Planning LLC reduced Ishares Tr 52,932 -> 22,560 shares ($2,020,958 -> $949,086)
Fiduciary Planning LLC reduced DBX Etf Tr 59,960 -> 30,543 shares ($2,470,921 -> $1,348,794)
Fiduciary Planning LLC reported $307,979,843 across 75 13(f) positions for the quarter ended 2024-12-31