Investments & Financial Planning, LLC — 13F Holdings & Portfolio

CIK 1909307 · latest 13F-HR filed 2026-05-11

Investments & Financial Planning, LLC manages $183.7M in 13F-reported U.S. long-equity assets across 36 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VB (21.21%), SPYG (19.45%), IJH (14.94%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 4, added to 4, and trimmed 11.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$183.7M

Long-equity book

Holdings

36

Distinct positions

Period

2026-03-31

Filed 2026-05-11

Q/Q Activity

+3 / −4 / ↑4 / ↓11

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD BD INDEX FDS$595.0K +16.6%
  • ISHARES TR$480.6K +18.9%
  • MICROSOFT CORP$364.1K +119.0%
  • SCHWAB STRATEGIC TR$64.6K +12.4%
Show all 4

Top Trims

  • SPDR SERIES TRUST-$2.6M -6.9%
  • CAPITAL GROUP GROWTH ETF-$853.4K -7.7%
  • TESLA INC-$424.0K -17.0%
  • VANGUARD CHARLOTTE FDS-$235.9K -25.0%
  • APPLE INC-$206.6K -25.5%
Show all 11

New Positions

  • STOCK YDS BANCORP INC$661.7K
  • VANGUARD TAX-MANAGED FDS$253.3K
  • ASML HLDG NV$205.4K
Show all 3

Exited Positions

  • ALPHABET INC$221.2K
  • DISNEY WALT CO$219.7K
  • UNITEDHEALTH GROUP INC$212.0K
  • SPDR INDEX SHS FDS$203.9K
Show all 4
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VB 922908751 $39.0M 21.21% 148,729 SH
2 SPDR SERIES TRUST SPYG 78464A409 $35.7M 19.45% 364,883 SH
3 ISHARES TR IJH 464287507 $27.4M 14.94% 406,262 SH
4 VANGUARD INDEX FDS VO 922908629 $16.6M 9.05% 57,866 SH
5 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $10.8M 5.87% 135,922 SH
6 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $10.3M 5.60% 255,784 SH
7 ISHARES INC URTH 464286392 $10.1M 5.47% 55,849 SH
8 VANGUARD INTL EQUITY INDEX F VT 922042742 $7.4M 4.02% 53,409 SH
9 NVIDIA CORPORATION NVDA 67066G104 $4.3M 2.36% 24,807 SH
10 VANGUARD BD INDEX FDS BIV 921937819 $4.2M 2.27% 54,052 SH
11 ISHARES TR SHYG 46434V407 $3.0M 1.65% 71,535 SH
12 TESLA INC TSLA 88160R101 $2.1M 1.13% 5,582 SH
13 VANGUARD INDEX FDS VUG 922908736 $1.6M 0.85% 3,569 SH
14 ISHARES TR MUB 464288414 $960.7K 0.52% 9,051 SH
15 VANGUARD INDEX FDS VTV 922908744 $907.5K 0.49% 4,625 SH
16 SPDR SERIES TRUST SPYM 78464A854 $746.4K 0.41% 9,752 SH
17 VANGUARD CHARLOTTE FDS BNDX 92203J407 $707.0K 0.38% 14,715 SH
18 MICROSOFT CORP MSFT 594918104 $670.2K 0.36% 1,810 SH
19 STOCK YDS BANCORP INC SYBT 861025104 $661.7K 0.36% 9,982 SH
20 APPLE INC AAPL 037833100 $602.4K 0.33% 2,374 SH
21 SCHWAB STRATEGIC TR SCHV 808524409 $586.1K 0.32% 19,216 SH
22 SPDR SERIES TRUST SPYV 78464A508 $578.1K 0.31% 10,217 SH
23 VANGUARD INDEX FDS VOE 922908512 $491.0K 0.27% 2,664 SH
24 SPDR SERIES TRUST SPAB 78464A649 $456.1K 0.25% 17,801 SH
25 AMAZON COM INC AMZN 023135106 $431.7K 0.24% 2,073 SH
26 ISHARES TR SUB 464288158 $422.1K 0.23% 3,964 SH
27 VANGUARD INDEX FDS VBR 922908611 $399.4K 0.22% 1,839 SH
28 VANGUARD WHITEHALL FDS VWOB 921946885 $398.4K 0.22% 6,064 SH
29 SCHWAB STRATEGIC TR SCHG 808524300 $390.1K 0.21% 13,391 SH
30 SPDR INDEX SHS FDS SPDW 78463X889 $387.8K 0.21% 8,495 SH
31 ISHARES TR LQD 464287242 $374.9K 0.20% 3,440 SH
32 VANGUARD TAX-MANAGED FDS VEA 921943858 $253.3K 0.14% 3,953 SH
33 SCHWAB CHARLES CORP SCHW 808513105 $236.0K 0.13% 2,511 SH
34 SPDR SERIES TRUST JNK 78468R622 $219.7K 0.12% 2,295 SH
35 BOEING CO BA 097023105 $210.2K 0.11% 1,056 SH
36 ASML HLDG NV ASML N07059210 $205.4K 0.11% 156 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-11 $183.7M 36 0001909307-26-000005
2025-12-31 2026-02-23 $186.3M 37 0001909307-26-000002
2025-09-30 2025-11-13 $185.1M 37 0001909307-25-000013