Fee-Only Financial Planning, L.C. - Portfolio Stock Holdings

Fee-Only Financial Planning, L.C. disclosed 45 stock positions in a recent SEC 13F filing. $182,334,416 of stock holdings were filed, with the largest holdings including VUG, VTV, and VO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $404,368,224 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.