Donalies Financial Planning, LLC
Donalies Financial Planning, LLC reported 78 positions worth $135.7M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: DFAC (10.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $14.7M | 10.80% | 330,465 | — | — | |
| ▸ 2 | VOO | SH | $14.3M | 10.55% | 20,836 | — | — | |
| ▸ 3 | DFSU | SH | $6.2M | 4.57% | 132,972 | — | — | |
| ▸ 4 | VEA | SH | $5.9M | 4.36% | 83,096 | — | — | |
| ▸ 5 | VTI | SH | $4.8M | 3.53% | 12,956 | — | — | |
| ▸ 6 | DFSI | SH | $4.5M | 3.34% | 100,617 | — | — | |
| ▸ 7 | AAPL | SH | $4.5M | 3.29% | 15,451 | — | — | |
| ▸ 8 | DFCF | SH | $4.4M | 3.27% | 104,950 | — | — | |
| ▸ 9 | AMZN | SH | $4.0M | 2.93% | 16,677 | — | — | |
| ▸ 10 | VTV | SH | $3.8M | 2.78% | 17,289 | — | — |
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Frequently Asked Questions
What stocks does Donalies Financial Planning, LLC hold as of Q2 2026?
Donalies Financial Planning, LLC reported 78 positions worth $135.7M in its Q2 2026 13F filing. Largest positions: DFAC (10.8%), VOO (10.5%), DFSU (4.6%), VEA (4.4%) and VTI (3.5%).
What did Donalies Financial Planning, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Donalies Financial Planning, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.