Donalies Financial Planning, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$117.4M
Holdings
70
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (70 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 321,727 | $12.7M | 10.85% | |
| 2 | VOOVANGUARD INDEX FDS | 19,779 | $12.4M | 10.56% | |
| 3 | DFSUDIMENSIONAL ETF TRUST | 135,160 | $5.9M | 5.00% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 83,960 | $5.2M | 4.47% | |
| 5 | VTIVANGUARD INDEX FDS | 13,273 | $4.5M | 3.79% | |
| 6 | AAPLAPPLE INC | 16,203 | $4.4M | 3.75% | |
| 7 | DFSIDIMENSIONAL ETF TRUST | 102,636 | $4.4M | 3.74% | |
| 8 | AMZNAMAZON COM INC | 17,609 | $4.1M | 3.46% | |
| 9 | DFCFDIMENSIONAL ETF TRUST | 88,583 | $3.8M | 3.21% | |
| 10 | BNDVANGUARD BD INDEX FDS | 44,857 | $3.3M | 2.83% | |
| 11 | DFAUDIMENSIONAL ETF TRUST | 69,934 | $3.3M | 2.79% | |
| 12 | DFIVDIMENSIONAL ETF TRUST | 64,314 | $3.2M | 2.73% | |
| 13 | VTVVANGUARD INDEX FDS | 16,751 | $3.2M | 2.72% | |
| 14 | MSFTMICROSOFT CORP | 6,490 | $3.1M | 2.67% | |
| 15 | DFAXDIMENSIONAL ETF TRUST | 95,763 | $3.1M | 2.67% | |
| 16 | DFUSDIMENSIONAL ETF TRUST | 38,720 | $2.9M | 2.44% | |
| 17 | GOOGLALPHABET INC | 7,029 | $2.2M | 1.87% | |
| 18 | DFGXDIMENSIONAL ETF TRUST | 40,112 | $2.1M | 1.80% | |
| 19 | VBRVANGUARD INDEX FDS | 9,130 | $1.9M | 1.65% | |
| 20 | DUHPDIMENSIONAL ETF TRUST | 44,949 | $1.7M | 1.46% | |
| 21 | VUGVANGUARD INDEX FDS | 3,385 | $1.7M | 1.41% | |
| 22 | DFAEDIMENSIONAL ETF TRUST | 46,510 | $1.5M | 1.29% | |
| 23 | VYMVANGUARD WHITEHALL FDS | 10,363 | $1.5M | 1.27% | |
| 24 | VXUSVANGUARD STAR FDS | 17,682 | $1.3M | 1.14% | |
| 25 | DFASDIMENSIONAL ETF TRUST | 18,530 | $1.3M | 1.10% | |
| 26 | VTIPVANGUARD MALVERN FDS | 25,173 | $1.2M | 1.06% | |
| 27 | VWOVANGUARD INTL EQUITY INDEX F | 22,930 | $1.2M | 1.05% | |
| 28 | BIVVANGUARD BD INDEX FDS | 15,011 | $1.2M | 1.00% | |
| 29 | VNQVANGUARD INDEX FDS | 12,411 | $1.1M | 0.93% | |
| 30 | VBVANGUARD INDEX FDS | 3,846 | $992K | 0.84% | |
| 31 | VGTVANGUARD WORLD FD | 1,112 | $837K | 0.71% | |
| 32 | BNDXVANGUARD CHARLOTTE FDS | 16,303 | $787K | 0.67% | |
| 33 | DFATDIMENSIONAL ETF TRUST | 12,877 | $766K | 0.65% | |
| 34 | TECLDIREXION SHS ETF TR | 6,240 | $733K | 0.62% | |
| 35 | VTEBVANGUARD MUN BD FDS | 14,311 | $719K | 0.61% | |
| 36 | DFSDDIMENSIONAL ETF TRUST | 14,583 | $699K | 0.60% | |
| 37 | VIGVANGUARD SPECIALIZED FUNDS | 2,954 | $649K | 0.55% | |
| 38 | SPYSPDR S&P 500 ETF TR | 912 | $621K | 0.53% | |
| 39 | TSLATESLA INC | 1,250 | $562K | 0.48% | |
| 40 | DFGPDIMENSIONAL ETF TRUST | 9,889 | $534K | 0.45% | |
| 41 | DFIPDIMENSIONAL ETF TRUST | 12,812 | $532K | 0.45% | |
| 42 | GOOGALPHABET INC | 1,649 | $517K | 0.44% | |
| 43 | SBUXSTARBUCKS CORP | 5,997 | $504K | 0.43% | |
| 44 | DFSVDIMENSIONAL ETF TRUST | 14,643 | $481K | 0.41% | |
| 45 | NVDANVIDIA CORPORATION | 2,564 | $478K | 0.41% | |
| 46 | DFAIDIMENSIONAL ETF TRUST | 11,665 | $444K | 0.38% | |
| 47 | CATCATERPILLAR INC | 675 | $386K | 0.33% | |
| 48 | ABBVABBVIE INC | 1,683 | $384K | 0.33% | |
| 49 | BSVVANGUARD BD INDEX FDS | 4,744 | $373K | 0.32% | |
| 50 | VIGIVANGUARD WHITEHALL FDS | 4,066 | $371K | 0.32% | |
| 51 | DFEMDIMENSIONAL ETF TRUST | 11,110 | $367K | 0.31% | |
| 52 | TXNTEXAS INSTRS INC | 2,000 | $346K | 0.29% | |
| 53 | DFUVDIMENSIONAL ETF TRUST | 7,387 | $344K | 0.29% | |
| 54 | NEENEXTERA ENERGY INC | 4,271 | $342K | 0.29% | |
| 55 | DIHPDIMENSIONAL ETF TRUST | 10,747 | $340K | 0.29% | |
| 56 | DFLVDIMENSIONAL ETF TRUST | 9,112 | $311K | 0.26% | |
| 57 | SPEMSPDR INDEX SHS FDS | 6,571 | $307K | 0.26% | |
| 58 | DFGRDIMENSIONAL ETF TRUST | 11,562 | $305K | 0.26% | |
| 59 | TAT&T INC | 11,937 | $296K | 0.25% | |
| 60 | VXFVANGUARD INDEX FDS | 1,311 | $274K | 0.23% | |
| 61 | VTEIVANGUARD MUN BD FDS | 2,708 | $273K | 0.23% | |
| 62 | BRK/BBERKSHIRE HATHAWAY INC DEL | 537 | $270K | 0.23% | |
| 63 | IFRAISHARES TR | 4,858 | $255K | 0.22% | |
| 64 | JPMJPMORGAN CHASE & CO. | 775 | $249K | 0.21% | |
| 65 | DFSEDIMENSIONAL ETF TRUST | 5,589 | $231K | 0.20% | |
| 66 | DFARDIMENSIONAL ETF TRUST | 9,920 | $227K | 0.19% | |
| 67 | STXSEAGATE TECHNOLOGY HLDNGS PL | 822 | $226K | 0.19% | |
| 68 | DFAWDIMENSIONAL ETF TRUST | 2,797 | $206K | 0.18% | |
| 69 | NFLXNETFLIX INC | 2,190 | $205K | 0.17% | |
| 70 | STIPISHARES TR | 2,000 | $204K | 0.17% |