Financial Plan, Inc. - Portfolio Stock Holdings
Financial Plan, Inc. disclosed 101 stock positions in a recent SEC 13F filing. $1,053,484,003 of stock holdings were filed, with the largest holdings including AVUS, DFAC, and AVDE. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $1,604,659,908 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
101Est. Stock Holding Value:
$1,053,484,003Top Stock Holdings By Sector
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Portfolio Stock Holdings - Financial Plan, Inc.
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