StockDriftsStockDriftsTop 50 Donalies Financial Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 10.8% | 330.5K | $14.7M | +3.22%(+10.30K) | $39.14(+17.49%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 10.55% | 20.8K | $14.3M | -1.25%(-264) | $619.29(+14.82%) | 2026-06-30 | |
| DFSU | DIMENSIONAL ETF TRUST | 4.57% | 133.0K | $6.2M | -1.59%(-2.15K) | $42.95(+13.87%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.36% | 83.1K | $5.9M | -0.94%(-789) | $61.19(+19.27%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.53% | 13.0K | $4.8M | -0.42%(-55) | $331.72(+15.17%) | 2026-06-30 | |
| DFSI | DIMENSIONAL ETF TRUST | 3.34% | 100.6K | $4.5M | -1.35%(-1.37K) | $41.90(+12.92%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.3% | 15.5K | $4.5M | -3.41%(-545) | $263.24(+16.50%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.26% | 105.0K | $4.4M | +13.53%(+12.51K) | $42.59(-2.15%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.93% | 16.7K | $4.0M | -2.59%(-444) | $225.20(+22.09%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.78% | 17.3K | $3.8M | +4.01%(+666) | $189.38(+19.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.68% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.05% |
Donalies Financial Planning, LLC reports $135.68M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (10.8%), VOO (10.6%) and DFSU (4.6%). The top 20 holdings account for 70.63% of reported assets. Its disclosed equity book has returned +7.68% cumulatively over 2 quarters. Figures reflect the Q2 2026 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 Donalies Financial Planning, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111587). View Donalies Financial Planning, LLC’s 13F filings on SEC