Investments & Financial Planning, LLC - Q12026 Holdings

Investments & Financial Planning, LLC holds 36 stocks with a total portfolio value of $ 183.68M as of Q12026. In Q12026, Investments & Financial Planning, LLC added 3 new positions, increased stakes in 17 stocks, reduced 16 holdings, and fully exited 4 positions. The largest holding is Vanguard Index Fds (VB), representing 21.21% of the total portfolio.