StockDriftsStockDriftsTop 40 Investments & Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | 21.46% | 149.5K | $45.3M | +0.54%(+801) | $211.98(+45.51%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 20.79% | 369.0K | $43.9M | +1.14%(+4.16K) | $68.47(+79.47%) | 2026-06-30 | |
| IJH | ISHARES TR | 14.92% | 408.6K | $31.5M | +0.58%(+2.37K) | $54.75(+43.46%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 8.96% | 234.8K | $18.9M | +1.44%(+3.33K) | $55.48(+51.99%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 5.85% | 261.7K | $12.4M | +2.31%(+5.90K) | $26.58(+76.98%) | 2026-06-30 | |
| URTH | ISHARES INC | 5.5% | 57.3K | $11.6M | +2.67%(+1.49K) | $129.22(+63.32%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.68% | 125.0K | $9.9M | -8.01%(-10.89K) | $79.62(-1.24%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 3.96% | 53.3K | $8.4M | -0.27%(-144) | $104.64(+53.58%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.35% | 24.8K | $5.0M | +0.17%(+41) | $32.46(+596.37%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 1.94% | 53.5K | $4.1M | -1.07%(-578) | $82.50(-8.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.73% | +59.04% | — | — | +40.08% |
| Top 20 Holdings Unweighted | +16.33% | +57.41% | — | — | +44.44% |
Investments & Financial Planning LLC reports $211.18M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are VB (21.5%), SPYG (20.8%) and IJH (14.9%). The top 20 holdings account for 96.57% of reported assets. Its disclosed equity book has returned +59.04% on a three-year cumulative basis. 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 Investments & Financial Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1909307). View Investments & Financial Planning LLC’s 13F filings on SEC