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The Analysis of Fiduciary Planning LLC's Holdings & P&L

Currently, Fiduciary Planning LLC holds 76 types of securities in its portfolio with a total value $331.1M. In the most recent quarter, they have increased their positions in QLC (+105.1K shares, valued at $8.2M), XLK (+8.7K shares, valued at $1.2M), FFLC (+16.6K shares, valued at $851.4K); decreased their positions in DGRW (-46.5K shares, valued at $4.1M), SPY (-858 shares, valued at $558.0K), IBIT (-10.6K shares, valued at $406.9K); initiated new positions in QLC (+105.1K shares, valued at $8.2M), LMND (+4.9K shares, valued at $310.1K), PSX (+1.5K shares, valued at $276.2K).

1M P&L

+14.6M+4.17%

3M P&L

+22.7M+6.66%

HY P&L

+37.2M+11.40%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A292.9M

90.0%

2Software - Infrastructure4.2M

1.3%

3Semiconductors3.4M

1.1%

Top Industries by Stock Count

1N/A38 stocks

52.1%

2Drug Manufacturers - General4 stocks

5.5%

3Software - Infrastructure4 stocks

5.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRW WISDOMTREE TR513.0K shares-8.31%2026-03-312026-04-27

FFEB FIRST TR EXCHNG TRADED FD VI504.0K shares0.39%2026-03-312026-04-27

VTIP VANGUARD MALVERN FDS506.1K shares0.71%2026-03-312026-04-27

VRIG INVESCO ACTIVELY MANAGED EXC989.8K shares1.21%2026-03-312026-04-27

TRPA HARTFORD FDS EXCHANGE TRADED636.2K shares1.52%2026-03-312026-04-27

SMH VANECK ETF TRUST42.9K shares-1.34%2026-03-312026-04-27

EQWL INVESCO EXCHANGE TRADED FD T135.6K shares-0.73%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR109.8K shares8.62%2026-03-312026-04-27

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FFLC FIDELITY COVINGTON TRUST268.6K shares6.59%2026-03-312026-04-27

OEF ISHARES TR34.9K shares4.53%2026-03-312026-04-27

AIRR FIRST TR EXCHANGE TRADED FD84.8K shares-0.91%2026-03-312026-04-27

QLC FLEXSHARES TR105.1K sharesnew addition2026-03-312026-04-27

IAK ISHARES TR62.3K shares10.72%2026-03-312026-04-27

DBEF DBX ETF TR130.1K shares5.13%2026-03-312026-04-27

IVV ISHARES TR9.7K shares12.31%2026-03-312026-04-27

XMMO INVESCO EXCHANGE TRADED FD T42.3K shares-0.60%2026-03-312026-04-27

Sponsored

SPY STATE STR SPDR S&P 500 ETF T8.6K shares-9.10%2026-03-312026-04-27

SPMO INVESCO EXCH TRADED FD TR II44.0K shares5.50%2026-03-312026-04-27

NLR VANECK ETF TRUST34.0K shares7.44%2026-03-312026-04-27

BROADCOM INC BROADCOM INC11.2K shares0.28%2026-03-312026-04-27

AMZN AMAZON COM INC16.1K shares-0.47%2026-03-312026-04-27

AAPL APPLE INC11.9K shares-0.78%2026-03-312026-04-27

NVDA NVIDIA CORPORATION16.1K shares-2.02%2026-03-312026-04-27

TSLA TESLA INC7.5K shares-1.10%2026-03-312026-04-27

Sponsored

MSFT MICROSOFT CORP6.4K shares0.14%2026-03-312026-04-27

ALPHABET INC ALPHABET INC7.5K shares0.03%2026-03-312026-04-27

XLC SELECT SECTOR SPDR TR18.7K shares6.06%2026-03-312026-04-27

META META PLATFORMS INC3.3K shares-0.54%2026-03-312026-04-27

MOAT VANECK ETF TRUST16.2K shares-2.80%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO4.7K shares-0.71%2026-03-312026-04-27

XOM EXXON MOBIL CORP7.5K shares0.04%2026-03-312026-04-27

ACIO ETF SER SOLUTIONS28.6K shares-15.73%2026-03-312026-04-27

Sponsored

SHOP SHOPIFY INC9.8K shares5.30%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON4.5K shares0.11%2026-03-312026-04-27

OUSM ALPS ETF TR25.0K shares-4.14%2026-03-312026-04-27

URA GLOBAL X FDS20.9K shares40.82%2026-03-312026-04-27

PEG PUBLIC SVC ENTERPRISE GROUP12.0K shares0.00%2026-03-312026-04-27

APD AIR PRODUCTS AND CHEMICALS I3.2K shares0.00%2026-03-312026-04-27

SPYM SPDR SERIES TRUST12.1K shares0.07%2026-03-312026-04-27

IGRO ISHARES TR10.6K shares0.07%2026-03-312026-04-27

Sponsored

DBEU DBX ETF TR17.9K shares-5.99%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC5.9K shares48.09%2026-03-312026-04-27

MMM 3M CO5.4K shares0.00%2026-03-312026-04-27

IXC ISHARES TR12.5K shares-30.11%2026-03-312026-04-27

HOOD ROBINHOOD MKTS INC10.0K shares41.32%2026-03-312026-04-27

BRNY EA SERIES TRUST14.1K shares-1.04%2026-03-312026-04-27

IYW ISHARES TR3.7K shares0.00%2026-03-312026-04-27

NET CLOUDFLARE INC3.1K shares21.08%2026-03-312026-04-27

Sponsored

MU MICRON TECHNOLOGY INC1.8K shares-4.28%2026-03-312026-04-27

LLY ELI LILLY & CO608 shares0.00%2026-03-312026-04-27

EOSE EOS ENERGY ENTERPRISES INC109.7K shares-19.96%2026-03-312026-04-27

ODFL OLD DOMINION FREIGHT LINE IN2.7K shares0.00%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS6.3K shares-1.96%2026-03-312026-04-27

BAC BANK AMERICA CORP8.1K shares0.01%2026-03-312026-04-27

CVX CHEVRON CORPORATION1.9K shares0.00%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF9.8K shares-51.95%2026-03-312026-04-27

Sponsored

CRWD CROWDSTRIKE HLDGS INC801 shares33.28%2026-03-312026-04-27

LMND LEMONADE INC4.9K sharesnew addition2026-03-312026-04-27

COP CONOCOPHILLIPS2.3K shares0.00%2026-03-312026-04-27

HON HONEYWELL INTL INC1.3K shares0.00%2026-03-312026-04-27

PSX PHILLIPS 661.5K sharesnew addition2026-03-312026-04-27

DORM DORMAN PRODS INC2.6K shares0.00%2026-03-312026-04-27

GRNY TIDAL TRUST I10.7K shares-10.61%2026-03-312026-04-27

IJR ISHARES TR2.1K shares0.00%2026-03-312026-04-27

Sponsored

IWV ISHARES TR653 shares0.31%2026-03-312026-04-27

SO SOUTHERN CO2.5K shares0.00%2026-03-312026-04-27

TREX TREX INC6.4K shares0.00%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS935 shares0.00%2026-03-312026-04-27

RTX RTX CORPORATION1.2K shares0.00%2026-03-312026-04-27

SPDW SPDR INDEX SHS FDS4.9K shares0.00%2026-03-312026-04-27

PFE PFIZER INC7.4K shares-12.53%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL428 shares0.00%2026-03-312026-04-27

Sponsored

XLV SELECT SECTOR SPDR TR1.4K shares-8.38%2026-03-312026-04-27

IWM ISHARES TR822 sharesnew addition2026-03-312026-04-27

ABBV ABBVIE INC936 shares0.32%2026-03-312026-04-27

IREN IREN LIMITED5.8K sharesnew addition2026-03-312026-04-27

DGRW

WISDOMTREE TR

-8.31%

Shares513.0K

Event2026-03-31

Filed2026-04-27

FFEB

FIRST TR EXCHNG TRADED FD VI

0.39%

Shares504.0K

Event2026-03-31

Filed2026-04-27

VTIP

VANGUARD MALVERN FDS

0.71%

Shares506.1K

Event2026-03-31

Filed2026-04-27

VRIG

INVESCO ACTIVELY MANAGED EXC

1.21%

Shares989.8K

Event2026-03-31

Filed2026-04-27

TRPA

HARTFORD FDS EXCHANGE TRADED

1.52%

Shares636.2K

Event2026-03-31

Filed2026-04-27

SMH

VANECK ETF TRUST

-1.34%

Shares42.9K

Event2026-03-31

Filed2026-04-27

EQWL

INVESCO EXCHANGE TRADED FD T

-0.73%

Shares135.6K

Event2026-03-31

Filed2026-04-27

XLK

SELECT SECTOR SPDR TR

8.62%

Shares109.8K

Event2026-03-31

Filed2026-04-27

FFLC

FIDELITY COVINGTON TRUST

6.59%

Shares268.6K

Event2026-03-31

Filed2026-04-27

OEF

ISHARES TR

4.53%

Shares34.9K

Event2026-03-31

Filed2026-04-27

AIRR

FIRST TR EXCHANGE TRADED FD

-0.91%

Shares84.8K

Event2026-03-31

Filed2026-04-27

QLC

FLEXSHARES TR

New

Shares105.1K

Event2026-03-31

Filed2026-04-27

IAK

ISHARES TR

10.72%

Shares62.3K

Event2026-03-31

Filed2026-04-27

DBEF

DBX ETF TR

5.13%

Shares130.1K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

12.31%

Shares9.7K

Event2026-03-31

Filed2026-04-27

XMMO

INVESCO EXCHANGE TRADED FD T

-0.60%

Shares42.3K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

-9.10%

Shares8.6K

Event2026-03-31

Filed2026-04-27

SPMO

INVESCO EXCH TRADED FD TR II

5.50%

Shares44.0K

Event2026-03-31

Filed2026-04-27

NLR

VANECK ETF TRUST

7.44%

Shares34.0K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

0.28%

Shares11.2K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

-0.47%

Shares16.1K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-0.78%

Shares11.9K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-2.02%

Shares16.1K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

-1.10%

Shares7.5K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

0.14%

Shares6.4K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

0.03%

Shares7.5K

Event2026-03-31

Filed2026-04-27

XLC

SELECT SECTOR SPDR TR

6.06%

Shares18.7K

Event2026-03-31

Filed2026-04-27