Frisco Financial Planning LLC - Portfolio Stock Holdings

Frisco Financial Planning LLC disclosed 29 stock positions in a recent SEC 13F filing. $132,691,134 of stock holdings were filed, with the largest holdings including VB, VTEB, and VEA. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $131,062,915 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.