Financial Plan, Inc. Portfolio Holdings

Financial Plan, Inc.

  • $871 Billion
  • Q4 2025

Financial Plan, Inc. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $871 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $149B, Dimensional ETF Tr U S Core Eq with a value of $132B, American Centy ETF Tr Avantis with a value of $93.5B, Dimensional ETF Tr Dimensional with a value of $48.6B, and Dimensional ETF Trust with a value of $45.4B.

Examining the 13F form we can see an increase of $871B in the current position value.

Financial Plan, Inc. is based out at Bellingham, WA

Below you can find more details about Financial Plan, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $871 Billion
ETFs: $718 Billion
Technology: $16.9 Billion
Industrials: $4.51 Billion
Financial Services: $3.67 Billion
Consumer Cyclical: $2.53 Billion
Consumer Defensive: $1.11 Billion
Healthcare: $1.03 Billion
Communication Services: $584 Million
Other: $711 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$392 Million 0.04% of portfolio
11,988
Q4 2025 New
$0
$129 Million 0.01% of portfolio
25,027
Q4 2025 New
$2.63M
$29.5 Million 0.0% of portfolio
135,000
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $871 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 94 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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