Alan Gilmore

Fiduciary Planning Llc

Assets Managed

$331.101M

Holdings

Last Quarter

2026 - Q1

Filed Date

25d ago

Growth Rate

0.49%(2Q avg: 0.61%)

Sustained Growth

3 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiduciary Planning Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Fiduciary Planning Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 331.101M in assets, with a quarterly growth rate of 0.49% and a 2-quarter average growth rate of 0.61%. The portfolio is managed by Alan Gilmore, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
DGRW Wisdomtree U.s. Quality Divi Recent Activity Decreased -8.3%	13.62%	$45.065M 513,030 shares@ $87.84 avg price	Decreased -8.3%
FFEB Ft Vest Us Equity Buffer Etf Recent Activity Increased 0.4%	8.51%	$28.149M 504,012 shares@ $55.86 avg price	Increased 0.4%
VTIP Vanguard Short-term Tips Recent Activity Increased 0.72%	7.64%	$25.279M 506,084 shares@ $49.96 avg price	Increased 0.72%
VRIG Invesco Variable Rate Invest Recent Activity Increased 1.22%	7.49%	$24.779M 989,787 shares@ $25.04 avg price	Increased 1.22%
HSRT Hartford Aaa Clo Etf Recent Activity Increased 1.53%	7.45%	$24.651M 636,154 shares@ $38.76 avg price	Increased 1.53%
SMH Vaneck Semiconductor Etf Recent Activity Decreased -1.33%	4.97%	$16.432M 42,858 shares@ $383.41 avg price	Decreased -1.33%
EQWL Invesco S&p 100 Equal Weight Recent Activity Decreased -0.72%	4.72%	$15.621M 135,550 shares@ $115.24 avg price	Decreased -0.72%
XLK Technology Select Sect Spdr Recent Activity Increased 8.63%	4.41%	$14.59M 109,782 shares@ $132.9 avg price	Increased 8.63%
FFLC Fidelity Fund Lg Cap Cor Etf Recent Activity Increased 6.59%	4.17%	$13.776M 268,619 shares@ $51.29 avg price	Increased 6.59%
OEF Ishares S&p 100 Etf Recent Activity Increased 4.54%	3.36%	$11.109M 34,927 shares@ $318.07 avg price	Increased 4.54%

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