account_balance

Investment manager · 13F filer · SEC CIK 2111920

Financial Planning Fort Collins, LLC

Reported value$131Mas of Sep 30, 2026

Positions33 1 new, 0 sold out

Top 10 weight82.1%SPTM alone is 21%

FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SPTMSPDR Series Trust

21.4%

NVDANVIDIA Corp

19.9%

SPABSPDR Series Trust

9.6%

SPDWSPDR Index SHS FDS

9.3%

VTIVanguard Index FDS

6.1%Added +6%

MUBiShares Tr

4.1%Trimmed −6%

SPEMSPDR Index SHS FDS

4.1%

VVVanguard Index FDS

2.6%

VBVanguard Index FDS

2.4%

VOVanguard Index FDS

2.4%

USRTiShares Tr

2.4%

IYMiShares Tr

2.3%

SPTMSPDR Series Trust

21.4%

NVDANVIDIA Corp

19.9%

SPABSPDR Series Trust

9.6%

SPDWSPDR Index SHS FDS

9.3%

VTIVanguard Index FDS

6.1%+6%

MUB4.1%

SPEM4.1%

VV2.6%

USRT

IYM

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

SPTM SPDR Series Trust 21.4% Held

NVDA NVIDIA Corp 19.9% Held

SPAB SPDR Series Trust 9.6% Held

SPDW SPDR Index SHS FDS 9.3% Held

VTI Vanguard Index FDS 6.1% Added +6%

MUB iShares Tr 4.1% Trimmed −6%

SPEM SPDR Index SHS FDS 4.1% Held

VV Vanguard Index FDS 2.6% Held

VB Vanguard Index FDS 2.4% Held

VO Vanguard Index FDS 2.4% Held

USRT iShares Tr 2.4% Held

IYM iShares Tr 2.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 10, 2026 filing

add_circleNew

HPE $261K

arrow_upwardAdded

MSFT +135%
AUR +71%
VTI +6%

arrow_downwardTrimmed

MUB −6%
WWD −4%

remove_circleSold out

None

Financial Planning Fort Collins, LLC

Where the money is

Biggest moves since Jun 30, 2026

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