Portfolio (Quarterly) Guide ↗

Frisco Financial Planning LLC

· CIK 0002133972

13F Portfolio $121M AUM 29 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 11 Added 4 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	iShares Gold Trust	—	751	$61K	0.05%	SOLD

Sector Allocation

Financial Services 97.8%

Consumer Cyclical 1.7%

Technology 0.5%