Financial Planning Fort Collins, LLC: 13F holdings
CIK 21119202026Q2
| Positions | 32 |
|---|---|
| Reported value | $132.0m |
| Filed | 2026-07-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 301,484 | $27.5m | 20.8% |
| NVDA NVIDIA CORPORATION | 113,754 | $23.1m | 17.5% |
| SPAB SPDR SERIES TRUST | 517,005 | $13.1m | 9.9% |
| EWU SPDR INDEX SHS FDS | 238,847 | $12.0m | 9.1% |
| VTI VANGUARD INDEX FDS | 20,187 | $7.5m | 5.7% |
| MUB ISHARES TR | 57,194 | $6.1m | 4.6% |
| SPEM SPDR INDEX SHS FDS | 101,842 | $5.3m | 4.0% |
| VV VANGUARD INDEX FDS | 9,882 | $3.4m | 2.6% |
| VB VANGUARD INDEX FDS | 11,297 | $3.4m | 2.6% |
| USRT ISHARES TR | 50,102 | $3.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111920")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.