Investments & Financial Planning, LLC — 13F holdings

Investments & Financial Planning, LLC reported 40 holdings worth $211M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. VB VANGUARD INDEX FDS — $45.3M (21.5%)
  2. SPYG SPDR SERIES TRUST — $43.9M (20.8%)
  3. IJH ISHARES TR — $31.5M (14.9%)
  4. VO VANGUARD INDEX FDS — $18.9M (9.0%)
  5. CGGR CAPITAL GROUP GROWTH ETF — $12.4M (5.8%)
  6. URTH ISHARES INC — $11.6M (5.5%)
  7. VCSH VANGUARD SCOTTSDALE FDS — $9.88M (4.7%)
  8. VT VANGUARD INTL EQUITY INDEX F — $8.36M (4.0%)
  9. NVDA NVIDIA CORPORATION — $4.97M (2.4%)
  10. BIV VANGUARD BD INDEX FDS — $4.10M (1.9%)