StockDriftsStockDriftsTop 50 Financial Plan INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 17.36% | 1.43M | $182.9M | +2.46%(+34.24K) | $110.48(+19.80%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 15.59% | 3.70M | $164.3M | +4.74%(+167.57K) | $39.18(+17.97%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 10.23% | 1.21M | $107.8M | +1.91%(+22.67K) | $80.83(+16.50%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.71% | 1.61M | $60.2M | +6.49%(+98.46K) | $33.85(+16.00%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.7% | 1.04M | $49.6M | +13.18%(+120.89K) | $48.01(-1.02%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 4.68% | 511.3K | $49.3M | +1.02%(+5.17K) | $76.35(+22.94%) | 2026-06-30 | |
| AVSF | AMERICAN CENTY ETF TR | 4.09% | 926.7K | $43.2M | +8.86%(+75.46K) | $47.08(-1.39%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 3.7% | 776.8K | $39.0M | +14.15%(+96.28K) | $50.01(-0.60%) | 2026-06-30 | |
| AVRE | AMERICAN CENTY ETF TR | 3.58% | 797.0K | $37.8M | +11.89%(+84.72K) | $44.11(+9.66%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.95% | 763.9K | $31.0M | +4.62%(+33.71K) | $32.87(+21.34%) | 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 | — | — | — | — | +8.89% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.50% |
Financial Plan INC reports $1.05B in US-listed equity holdings across 95 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (17.4%), DFAC (15.6%) and AVDE (10.2%). The top 20 holdings account for 89.87% of reported assets. Its disclosed equity book has returned +8.89% 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 Financial Plan INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107584). View Financial Plan INC’s 13F filings on SEC