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Portfolio (Quarterly) Guide ↗

Investments & Financial Planning, LLC

· CIK 0001909307
13F Portfolio $211M AUM 40 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 15 Added 13 Reduced 1 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYV SPDR SERIES TRUST 10,067.0 $612K 0.29% -150.0 -1.5% $60.79 +3.8%
22 VOE VANGUARD INDEX FDS 2,674.0 $528K 0.25% $197.57 +4.2%
23 SYBT STOCK YDS BANCORP INC Financial Services 6,719.0 $514K 0.24% -3K -32.7% $76.47 +2.5%
24 AMZN AMAZON COM INC Consumer Cyclical 2,053.0 $489K 0.23% -20.0 -1.0% $238.34 +7.0%
25 SUB ISHARES TR 4,499.0 $479K 0.23% +535.0 +13.5% $106.48 -0.5%
26 SCHG SCHWAB STRATEGIC TR 13,299.0 $450K 0.21% -92.0 -0.7% $33.84 +4.2%
27 VBR VANGUARD INDEX FDS 1,840.0 $447K 0.21% $242.95 +0.3%
28 SPAB SPDR SERIES TRUST 16,988.0 $434K 0.20% -813.0 -4.6% $25.52 -2.3%
29 SPDW SPDR INDEX SHS FDS 8,231.0 $415K 0.20% -264.0 -3.1% $50.39 +1.5%
30 LQD ISHARES TR 3,410.0 $372K 0.18% -30.0 -0.9% $109.05 -3.5%
31 VWOB VANGUARD WHITEHALL FDS 4,900.0 $329K 0.16% -1K -19.2% $67.24 -2.7%
32 MU MICRON TECHNOLOGY INC Technology 266.0 $307K 0.14% NEW $1154.29 -19.1%
33 VEA VANGUARD TAX-MANAGED FDS 3,965.0 $283K 0.13% $71.25 +1.2%
34 ASML ASML HLDG NV Technology 127.0 $252K 0.12% -29.0 -18.6% $1981.86 -16.0%
35 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 500.0 $239K 0.11% NEW $477.57 -13.3%
36 BA BOEING CO Industrials 1,056.0 $229K 0.11% $216.47 -5.0%
37 JNK SPDR SERIES TRUST 2,311.0 $223K 0.10% +16.0 +0.7% $96.38 -1.2%
38 SPEM SPDR INDEX SHS FDS 3,949.0 $204K 0.10% NEW $51.78 +1.7%
39 CASY CASEYS GEN STORES INC Consumer Cyclical 256.0 $203K 0.10% NEW $794.26 -3.4%
40 GOOGL ALPHABET INC Communication Services 569.0 $203K 0.10% NEW $357.24 -6.2%
Page 2 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 64.2%
Consumer Cyclical 27.3%
Financial Services 4.6%
Industrials 2.0%
Communication Services 1.8%