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Donalies Financial Planning, LLC
ETF
Concentrated long-term
CIK: 0002111587 | WASHINGTON, DC
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
78
$136.0M
2026-10-19
SEC ↗
Q2 2026
13F-HR
78
$135.7M
2026-08-06
SEC ↗
Q1 2026
13F-HR
74
$117.3M
2026-05-05
SEC ↗
Q4 2025
13F-HR
70
$117.4M
2026-02-17
SEC ↗