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	Status
1	GOOGL	ALPHABET INC	Communication Services	707	$221K	0.12%	SOLD
2	DIS	DISNEY WALT CO	Communication Services	1,931	$220K	0.12%	SOLD
3	UNH	UNITEDHEALTH GROUP INC	Healthcare	642	$212K	0.11%	SOLD
4	SPEM	SPDR INDEX SHS FDS	—	4,355	$204K	0.11%	SOLD

Sector Allocation

Technology 61.6%

Consumer Cyclical 26.6%

Financial Services 9.5%

Industrials 2.2%