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Rita Rhodes

Financial Planning Fort Collins, Llc

Assets Managed
$132.024M
Holdings
32
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
-1.02%(2Q avg: 8.06%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Planning Fort Collins, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 32 positions.

Assets under management

The assets under management (AUM) of Financial Planning Fort Collins, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 132.024M in assets, with a quarterly growth rate of -1.02% and a 2-quarter average growth rate of 8.06%. The portfolio is managed by Rita Rhodes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased 0%
21.52%
$28.4M↓ Put
140,054 shares@ $202.78 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -5.03%
20.84%
$27.513M
301,484 shares@ $91.27 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Decreased -0.75%
9.92%
$13.085M
517,005 shares@ $25.31 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -6.64%
9.07%
$11.964M
238,847 shares@ $50.1 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -6.54%
5.68%
$7.498M
20,187 shares@ $371.45 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 4.59%
4.64%
$6.116M
57,194 shares@ $106.94 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Decreased -6.47%
3.99%
$5.264M
101,842 shares@ $51.7 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -2.51%
2.6%
$3.423M
9,882 shares@ $346.37 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -3.24%
2.56%
$3.374M
11,297 shares@ $298.68 avg price
USRT
Ishares Core Us Reit Etf
Recent Activity
Decreased -2.43%
2.54%
$3.341M
50,102 shares@ $66.69 avg price

1-10 of 32