Defined Financial Planning LLC — 13F holdings

Defined Financial Planning LLC reported 65 holdings worth $121M in its 13F filing for Q3 2025, filed October 15, 2025.

Largest positions

  1. SCHG SCHWAB STRATEGIC TR — $14.2M (11.8%)
  2. DGRW WISDOMTREE TR — $9.43M (7.8%)
  3. JVAL J P MORGAN EXCHANGE TRADED F — $7.48M (6.2%)
  4. DDWM WISDOMTREE TR — $6.94M (5.8%)
  5. AGGY WISDOMTREE TR — $6.73M (5.6%)
  6. SECT NORTHERN LTS FD TR IV — $6.55M (5.4%)
  7. SPDW SPDR INDEX SHS FDS — $6.03M (5.0%)
  8. XSOE WISDOMTREE TR — $5.27M (4.4%)
  9. DON WISDOMTREE TR — $4.25M (3.5%)
  10. USMF WISDOMTREE TR — $4.17M (3.5%)