Investments & Financial Planning, LLC - Q42025 Holdings

Investments & Financial Planning, LLC holds 37 stocks with a total portfolio value of $ 186.34M as of Q42025. In Q42025, Investments & Financial Planning, LLC added 1 new position, increased stakes in 8 stocks, reduced 22 holdings, and fully exited 1 position. The largest holding is Vanguard Index Fds (VB), representing 20.73% of the total portfolio.