account_balance

Investment manager · 13F filer · SEC CIK 1909307

Investments & Financial Planning, LLC

Reported value$207Mas of Sep 30, 2026
Positions37 1 new, 4 sold out
Top 10 weight90.6%SPYG alone is 22%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYG SPDR Series Trust 21.8% Held
VB Vanguard Index FDS 20.4% Held
IJH iShares Tr 14.1% Held
VO Vanguard Index FDS 9.0% Held
CGGR Capital Group Growth ETF 6.1% Added +2%
URTH iShares Inc 5.9% Added +3%
VCSH Vanguard Scottsdale FDS 4.8% Added +2%
VT Vanguard Intl Equity Index F 4.0% Held
NVDA NVIDIA Corp 2.7% Held
SHYG iShares Tr 1.8% Added +19%
BIV Vanguard Bd Index FDS 1.5% Trimmed −20%
TSLA Tesla, Inc. 0.9% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 13, 2026 filing
add_circleNew
arrow_upwardAdded
  • MU +101%
  • SHYG +19%
  • SCHV +5%
  • SCHG +3%
arrow_downwardTrimmed
  • BIV −20%
  • BNDX −12%
  • SPYM −3%
  • TSLA −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist