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Portfolio (Quarterly) Guide ↗

Investments & Financial Planning, LLC

· CIK 0001909307
13F Portfolio $184M AUM 36 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 12 Added 12 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYG SPDR SERIES TRUST 364,883.0 $35.7M 19.45% +5K +1.5% $97.91 +22.1%
2 VO VANGUARD INDEX FDS 57,866.0 $16.6M 9.05% +581.0 +1.0% $287.18 -72.7%
3 CGGR CAPITAL GROUP GROWTH ETF 255,784.0 $10.3M 5.60% +5K +2.2% $40.19 +17.0%
4 URTH ISHARES INC 55,849.0 $10.1M 5.47% +2K +2.8% $180.02 +13.1%
5 NVDA NVIDIA CORPORATION Technology 24,807.0 $4.3M 2.35% +527.0 +2.2% $174.40 +21.3%
6 BIV VANGUARD BD INDEX FDS 54,052.0 $4.2M 2.27% +8K +17.7% $77.18 -0.7%
7 SHYG ISHARES TR 71,535.0 $3.0M 1.65% +12K +20.4% $42.31 +0.4%
8 MUB ISHARES TR 9,051.0 $961K 0.52% +172.0 +1.9% $106.15 +0.7%
9 MSFT MICROSOFT CORP Technology 1,810.0 $670K 0.36% +1K +185.9% $370.26 +11.8%
10 SCHV SCHWAB STRATEGIC TR 19,216.0 $586K 0.32% +2K +9.1% $30.50 +9.9%
11 AMZN AMAZON COM INC Consumer Cyclical 2,073.0 $432K 0.23% +214.0 +11.5% $208.27 +30.3%
12 SCHG SCHWAB STRATEGIC TR 13,391.0 $390K 0.21% +2K +12.7% $29.13 +18.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 61.6%
Consumer Cyclical 26.6%
Financial Services 9.5%
Industrials 2.2%