Defined Financial Planning LLC Portfolio Holdings

Defined Financial Planning LLC

  • $121 Billion
  • Q3 2025

Defined Financial Planning LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $14.2B, Wisdomtree Tr Us Quality Divid with a value of $9.43B, J P Morgan ETF Tr U S Value Fa with a value of $7.48B, Wisdomtree Tr Currency Hedged with a value of $6.94B, and Wisdomtree Yield Enhanced U.S. with a value of $6.73B.

Examining the 13F form we can see an increase of $7.99B in the current position value, from $113B to 121B.

Defined Financial Planning LLC is based out at San Rafael, CA

Below you can find more details about Defined Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
ETFs: $87 Billion
Technology: $11.9 Billion
Communication Services: $3.02 Billion
Consumer Cyclical: $2.43 Billion
Financial Services: $1.78 Billion
Consumer Defensive: $1.14 Billion
Healthcare: $1.09 Billion
Industrials: $816 Million
Other: $588 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $121 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Defined Financial Planning LLC Portfolio

Follow Defined Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Defined Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Defined Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email