Glekko logo

Fiduciary Planning LLC - Q22026 Holdings

Fiduciary Planning LLC holds 80 stocks with a total portfolio value of $ 382.33M as of Q22026. In Q22026, Fiduciary Planning LLC added 9 new positions, increased stakes in 29 stocks, reduced 25 holdings, and fully exited 5 positions. The largest holding is Wisdomtree Tr (DGRW), representing 15.57% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options