Portfolio (Quarterly) Guide ↗

Fiduciary Planning LLC

· CIK 0001792851

13F Portfolio $331M AUM 76 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 18 Added 24 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SNOW	SNOWFLAKE INC	Technology	1,599	$351K	0.11%	SOLD
2	CPRT	COPART INC	Industrials	7,351	$288K	0.09%	SOLD
3	V	VISA INC	Financial Services	660	$232K	0.07%	SOLD
4	MCD	MCDONALDS CORP	Consumer Cyclical	665	$203K	0.06%	SOLD

Sector Allocation

Technology 35.2%

Financial Services 20.3%

Consumer Cyclical 14.6%

Communication Services 9.2%

Industrials 6.0%

Energy 5.1%

Healthcare 4.7%

Utilities 2.8%

Basic Materials 2.1%