Investments & Financial Planning, LLC ETF holdings
Lexington, KY
Reported $200.0M in 28 ETFs in its Form 13F for June 30, 2026.
ETF value
$200.0M
ETFs held
28
Change from prior quarter
+14.8%
With price moves
ETFs as a share of its 13F
94.7%
of $211.2M
Top 10 of 28 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | $45.3M | 149,530 | +801 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $43.9M | 369,041 | +4,158 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $31.5M | 408,629 | +2,367 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $18.9M | 234,793 | +176,927 shares |
| CGGR | Capital Group Growth ETF | $12.4M | 261,680 | +5,896 shares |
| URTH | iShares MSCI World ETF | $11.6M | 57,341 | +1,492 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $9.9M | 125,029 | −10,893 shares |
| VT | Vanguard Total World Stock ETF | $8.4M | 53,265 | −144 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $4.1M | 53,474 | −578 shares |
| SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | $3.1M | 73,848 | +2,313 shares |
18 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001909307. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Investments & Financial Planning, LLC own?
Investments & Financial Planning, LLC reported 28 ETF positions worth $200.0M in its Form 13F for June 30, 2026. The largest was VB, at $45.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.