StockDriftsStockDriftsTop 50 Donalies Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 10.9% | 333.6K | $14.8M | +0.94%(+3.10K) | $39.19(+14.49%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 10.72% | 20.8K | $14.6M | -0.10%(-21) | $619.29(+13.78%) | 2026-09-30 | |
| DFSU | DIMENSIONAL ETF TRUST | 4.5% | 129.6K | $6.1M | -2.50%(-3.33K) | $42.95(+10.89%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.29% | 82.6K | $5.8M | -0.55%(-453) | $61.19(+13.34%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.76% | 15.4K | $5.1M | -0.59%(-91) | $263.24(+30.27%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 3.58% | 13.0K | $4.9M | +0.55%(+71) | $331.94(+13.13%) | 2026-09-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.33% | 113.0K | $4.5M | +7.71%(+8.09K) | $42.49(-4.70%) | 2026-09-30 | |
| DFSI | DIMENSIONAL ETF TRUST | 3.29% | 99.1K | $4.5M | -1.53%(-1.54K) | $41.90(+7.38%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.05% | 16.7K | $4.2M | +0.00%(+0) | $225.20(+16.54%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 2.73% | 17.2K | $3.7M | -0.60%(-103) | $189.38(+17.33%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.52% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.42% |
Donalies Financial Planning LLC reports $136.05M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (10.9%), VOO (10.7%) and DFSU (4.5%). The top 20 holdings account for 72.09% of reported assets. Its disclosed equity book has returned +9.52% cumulatively over 3 quarters. Figures reflect the Q3 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