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Portfolio (Quarterly) Guide ↗

Fee-Only Financial Planning, L.C.

· CIK 0001954044
13F Portfolio $187M AUM 45 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 45 New
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TFC TRUIST FINL CORP Financial Services 14,268.0 $711K 0.38% NEW $49.82 +1.2%
22 XOM EXXON MOBIL CORP Energy 5,172.0 $707K 0.38% NEW $136.72 +14.6%
23 AEP AMERICAN ELEC PWR CO INC Utilities 4,669.0 $639K 0.34% NEW $136.81 -10.6%
24 GE GE AEROSPACE Industrials 1,512.0 $565K 0.30% NEW $373.73 -8.3%
25 SO SOUTHERN CO Utilities 5,518.0 $528K 0.28% NEW $95.70 -7.8%
26 T AT&T INC Communication Services 25,377.0 $525K 0.28% NEW $20.70 +25.6%
27 GEV GE VERNOVA INC Utilities 414.0 $486K 0.26% NEW $1174.86 -22.4%
28 VWO VANGUARD INTL EQUITY INDEX F 7,640.0 $456K 0.24% NEW $59.69 +1.8%
29 MSFT MICROSOFT CORP Technology 1,178.0 $439K 0.24% NEW $373.06 +37.7%
30 MDLZ MONDELEZ INTL INC Consumer Defensive 5,941.0 $344K 0.18% NEW $57.84 +7.8%
31 RDVY FIRST TR EXCHANGE TRADED FD 4,135.0 $335K 0.18% NEW $81.06 +1.2%
32 AZO AUTOZONE INC Consumer Cyclical 100.0 $320K 0.17% NEW $3195.94 -7.3%
33 D DOMINION ENERGY INC Utilities 4,285.0 $293K 0.16% NEW $68.29 -4.1%
34 IJK ISHARES TR 2,460.0 $289K 0.15% NEW $117.50 -3.2%
35 ADBE ADOBE INC Technology 1,405.0 $288K 0.15% NEW $205.02 +42.2%
36 SCZ ISHARES TR 3,350.0 $276K 0.15% NEW $82.27 +5.7%
37 JNJ JOHNSON & JOHNSON Healthcare 1,050.0 $267K 0.14% NEW $253.97 +5.5%
38 WBD WARNER BROS DISCOVERY INC Communication Services 9,945.0 $265K 0.14% NEW $26.66 +7.9%
39 FENY FIDELITY COVINGTON TRUST 8,940.0 $264K 0.14% NEW $29.56 +17.5%
40 IJT ISHARES TR 1,320.0 $236K 0.13% NEW $178.60 -4.2%
Page 2 of 3  ·  45 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
Financial Services 24.8%
Consumer Defensive 21.1%
Utilities 16.6%
Technology 13.1%
Communication Services 6.8%
Industrials 6.6%
Energy 6.0%
Consumer Cyclical 2.7%
Healthcare 2.3%