StockDriftsStockDriftsTop 50 Defined Financial Planning Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 11.77% | 436.3K | $14.2M | +11.38%(+44.57K) | $27.55(+20.10%) | 2025-09-30 | |
| DGRW | WISDOMTREE TR | 7.82% | 105.7K | $9.4M | -15.04%(-18.72K) | $82.57(+9.49%) | 2025-09-30 | |
| JVAL | J P MORGAN EXCHANGE TRADED F | 6.2% | 155.6K | $7.5M | -3.81%(-6.17K) | $43.08(+15.56%) | 2025-09-30 | |
| DDWM | WISDOMTREE TR | 5.76% | 164.9K | $6.9M | +3146.21%(+159.80K) | $40.58(+7.46%) | 2025-09-30 | |
| AGGY | WISDOMTREE TR | 5.58% | 152.0K | $6.7M | +10.20%(+14.07K) | $43.80(+0.70%) | 2025-09-30 | |
| SECT | NORTHERN LTS FD TR IV | 5.43% | 102.7K | $6.5M | -11.67%(-13.57K) | $55.27(+18.32%) | 2025-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 5.01% | 138.9K | $6.0M | -2.25%(-3.20K) | $35.72(+24.87%) | 2025-09-30 | |
| XSOE | WISDOMTREE TR | 4.37% | 136.2K | $5.3M | -4.94%(-7.07K) | $32.22(+21.58%) | 2025-09-30 | |
| DON | WISDOMTREE TR | 3.52% | 81.6K | $4.2M | +24.81%(+16.22K) | $51.56(+1.43%) | 2025-09-30 | |
| USMF | WISDOMTREE TR | 3.46% | 80.3K | $4.2M | -23.79%(-25.05K) | $50.35(+3.12%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.26% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.45% |
Defined Financial Planning Llc reports $120.55M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (11.8%), DGRW (7.8%) and JVAL (6.2%). The top 20 holdings account for 83.03% of reported assets. Its disclosed equity book has returned +12.26% cumulatively over 3 quarters. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Defined Financial Planning Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056559). View Defined Financial Planning Llc’s 13F filings on SEC