Financial Planning Fort Collins, LLC
Financial Planning Fort Collins, LLC reported 33 positions worth $132.0M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: SPTM (20.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPTM | SH | $27.5M | 20.84% | 301,484 | — | — | |
| ▸ 2 | NVDA | SH | $23.1M | 17.47% | 113,754 | — | — | |
| ▸ 3 | SPAB | SH | $13.1M | 9.91% | 517,005 | — | — | |
| ▸ 4 | SPDW | SH | $12.0M | 9.06% | 238,847 | — | — | |
| ▸ 5 | VTI | SH | $7.5M | 5.68% | 20,187 | — | — | |
| ▸ 6 | MUB | SH | $6.1M | 4.63% | 57,194 | — | — | |
| ▸ 7 | NVDA | PUT | $5.3M | 4.04% | 26,300 | — | — | |
| ▸ 8 | SPEM | SH | $5.3M | 3.99% | 101,842 | — | — | |
| ▸ 9 | VV | SH | $3.4M | 2.59% | 9,882 | — | — | |
| ▸ 10 | VB | SH | $3.4M | 2.56% | 11,297 | — | — |
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Frequently Asked Questions
What stocks does Financial Planning Fort Collins, LLC hold as of Q2 2026?
Financial Planning Fort Collins, LLC reported 33 positions worth $132.0M in its Q2 2026 13F filing. Largest positions: SPTM (20.8%), NVDA (17.5%), SPAB (9.9%), SPDW (9.1%) and VTI (5.7%).
What did Financial Planning Fort Collins, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Financial Planning Fort Collins, 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.