Home › Financial Planning Fort Collins, LLC

Financial Planning Fort Collins, LLC 13F holdings

Filed 2026-07-10 · Financial Planning Fort Collins, LLC · 33 positions · $132.0M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
SPTMSPDR SERIES TRUST301.5K$27.5M20.8%
NVDANVIDIA CORPORATION113.8K$23.1M17.5%
SPABSPDR SERIES TRUST517.0K$13.1M9.9%
SPDWSPDR INDEX SHS FDS238.8K$12.0M9.1%
VTIVANGUARD INDEX FDS20.2K$7.5M5.7%
MUBISHARES TR57.2K$6.1M4.6%
NVDANVIDIA CORPORATION26.3K$5.3M4.0%
SPEMSPDR INDEX SHS FDS101.8K$5.3M4.0%
VVVANGUARD INDEX FDS9.9K$3.4M2.6%
VBVANGUARD INDEX FDS11.3K$3.4M2.6%
USRTISHARES TR50.1K$3.3M2.5%
VOVANGUARD INDEX FDS40.6K$3.3M2.5%
IYMISHARES TR17.2K$3.0M2.3%
EAGGISHARES TR45.5K$2.1M1.6%
BILSPDR SERIES TRUST22.2K$2.0M1.5%
—FIDELITY MERRIMACK STR TR37.9K$1.9M1.4%
WWDWOODWARD INC3.6K$1.5M1.1%
SUSAISHARES TR7.9K$1.2M0.9%
VTVANGUARD INTL EQUITY INDEX F6.3K$989,6790.7%
ESGDISHARES TR9.3K$961,2410.7%
MSFTMICROSOFT CORP1.9K$749,1180.6%
CSCOCISCO SYS INC5.0K$593,2060.4%
AURAURORA INNOVATION INC93.3K$585,7980.4%
IVVISHARES TR668$504,3730.4%
ABBVABBVIE INC1.8K$456,3360.3%
ABTABBOTT LABORATORIES3.4K$319,6380.2%
ESGEISHARES INC5.7K$302,4310.2%
GOOGLALPHABET INC792$284,2410.2%
—NUSHARES ETF TR8.1K$258,2850.2%
NUSCNUSHARES ETF TR5.0K$255,3190.2%
ICLNISHARES TR12.8K$247,1330.2%
WMTWALMART INC2.1K$239,3440.2%
AAPLAPPLE INC704$222,6190.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}