Financial Planning Fort Collins, LLC — 13F holdings

Financial Planning Fort Collins, LLC reported 34 holdings worth $137M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. NVDA NVIDIA CORPORATION — $32.0M (23.4%)
  2. SPTM SPDR SERIES TRUST — $28.0M (20.5%)
  3. SPAB SPDR SERIES TRUST — $12.5M (9.1%)
  4. SPDW SPDR INDEX SHS FDS — $12.2M (8.9%)
  5. VTI VANGUARD INDEX FDS — $8.02M (5.9%)
  6. MUB ISHARES TR — $5.42M (4.0%)
  7. SPEM SPDR INDEX SHS FDS — $5.31M (3.9%)
  8. VV VANGUARD INDEX FDS — $3.45M (2.5%)
  9. VB VANGUARD INDEX FDS — $3.20M (2.3%)
  10. VO VANGUARD INDEX FDS — $3.17M (2.3%)