Financial Plan, Inc.
Financial Plan, Inc. reported 95 positions worth $1.05B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AVUS (17.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVUS | SH | $182.9M | 17.36% | 1,428,195 | — | — | |
| ▸ 2 | DFAC | SH | $164.3M | 15.59% | 3,704,312 | — | — | |
| ▸ 3 | AVDE | SH | $107.8M | 10.23% | 1,209,058 | — | — | |
| ▸ 4 | DFIC | SH | $60.2M | 5.71% | 1,614,612 | — | — | |
| ▸ 5 | DFSD | SH | $49.6M | 4.70% | 1,038,034 | — | — | |
| ▸ 6 | AVEM | SH | $49.3M | 4.68% | 511,267 | — | — | |
| ▸ 7 | AVSF | SH | $43.2M | 4.09% | 926,710 | — | — | |
| ▸ 8 | VTIP | SH | $39.0M | 3.70% | 776,767 | — | — | |
| ▸ 9 | AVRE | SH | $37.8M | 3.58% | 797,049 | — | — | |
| ▸ 10 | DFEM | SH | $31.0M | 2.94% | 763,903 | — | — |
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Frequently Asked Questions
What stocks does Financial Plan, Inc. hold as of Q2 2026?
Financial Plan, Inc. reported 95 positions worth $1.05B in its Q2 2026 13F filing. Largest positions: AVUS (17.4%), DFAC (15.6%), AVDE (10.2%), DFIC (5.7%) and DFSD (4.7%).
What did Financial Plan, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Financial Plan, Inc. 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.