Donalies Financial Planning, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$117.3M
Q ending 2026-03-31
Prior quarter
$117.4M
Q ending 2025-12-31
Change
-0.1% QoQ
Positions
74
reported holdings
Largest positions
All 74 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $12.6M | 21K |
| Dimensional Etf Trust | DFAC | Shares | $12.4M | 320K |
| Dimensional Etf Trust | DFSU | Shares | $5.6M | 135K |
| Vanguard Tax-Managed Fds | VEA | Shares | $5.4M | 84K |
| Dimensional Etf Trust | DFSI | Shares | $4.3M | 102K |
| Vanguard Index Fds | VTI | Shares | $4.2M | 13K |
| Apple Inc | AAPL | Shares | $4.1M | 16K |
| Dimensional Etf Trust | DFCF | Shares | $3.9M | 92K |
| Vanguard Bd Index Fds | BND | Shares | $3.7M | 50K |
| Amazon Com Inc | AMZN | Shares | $3.6M | 17K |
| Dimensional Etf Trust | DFIV | Shares | $3.3M | 62K |
| Vanguard Index Fds | VTV | Shares | $3.3M | 17K |
| Dimensional Etf Trust | DFAX | Shares | $3.3M | 96K |
| Dimensional Etf Trust | DFAU | Shares | $3.0M | 66K |
| Dimensional Etf Trust | DFUS | Shares | $2.7M | 38K |
| Microsoft Corp | MSFT | Shares | $2.4M | 6K |
| Vanguard Index Fds | VBR | Shares | $2.2M | 10K |
| Dimensional Etf Trust | DFGX | Shares | $2.2M | 42K |
| Alphabet Inc | GOOGL | Shares | $1.9M | 7K |
| Dimensional Etf Trust | DUHP | Shares | $1.6M | 42K |
| Dimensional Etf Trust | DFAE | Shares | $1.5M | 46K |
| Vanguard Index Fds | VUG | Shares | $1.5M | 3K |
| Vanguard Malvern Fds | VTIP | Shares | $1.4M | 28K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.4M | 25K |
| Vanguard Star Fds | VXUS | Shares | $1.3M | 17K |
| Vanguard Whitehall Fds | VYM | Shares | $1.3M | 9K |
| Vanguard Bd Index Fds | BIV | Shares | $1.3M | 16K |
| Vanguard Index Fds | VNQ | Shares | $1.1M | 13K |
| Dimensional Etf Trust | DFAS | Shares | $1.1M | 15K |
| Vanguard Charlotte Fds | BNDX | Shares | $1.1M | 22K |
| Vanguard Index Fds | VB | Shares | $1.0M | 4K |
| Dimensional Etf Trust | DFAT | Shares | $803K | 13K |
| Vanguard World Fd | VGT | Shares | $744K | 1K |
| Vanguard Mun Bd Fds | VTEB | Shares | $742K | 15K |
| Dimensional Etf Trust | DFSD | Shares | $697K | 15K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $593K | 912 |
| Dimensional Etf Trust | DFGP | Shares | $591K | 11K |
| Abbvie Inc | ABBV | Shares | $559K | 3K |
| Caterpillar Inc | CAT | Shares | $553K | 780 |
| Nvidia Corporation | NVDA | Shares | $541K | 3K |
| Starbucks Corp | SBUX | Shares | $541K | 6K |
| Direxion Shares Etf Trust | TECL | Shares | $540K | 6K |
| Vanguard Bd Index Fds | BSV | Shares | $528K | 7K |
| Dimensional Etf Trust | DFIP | Shares | $526K | 13K |
| Alphabet Inc | GOOG | Shares | $523K | 2K |
| Dimensional Etf Trust | DFSV | Shares | $514K | 15K |
| Dimensional Etf Trust | DFAI | Shares | $486K | 12K |
| Vanguard Specialized Funds | VIG | Shares | $481K | 2K |
| Tesla Inc | TSLA | Shares | $465K | 1K |
| Nextera Energy Inc | NEE | Shares | $399K | 4K |
| Texas Instrs Inc | TXN | Shares | $388K | 2K |
| Dimensional Etf Trust | DFEM | Shares | $384K | 11K |
| Vanguard Mun Bd Fds | VTEI | Shares | $383K | 4K |
| Vanguard Wellington Fd | VTES | Shares | $379K | 4K |
| Dimensional Etf Trust | DFUV | Shares | $358K | 7K |
| At&T Inc | T | Shares | $350K | 12K |
| Dimensional Etf Trust | DIHP | Shares | $347K | 11K |
| Dimensional Etf Trust | DFLV | Shares | $325K | 9K |
| Ishares Tr | ITOT | Shares | $322K | 2K |
| Seagate Technology Hldngs Pl | Shares | $322K | 822 | |
| Dimensional Etf Trust | DFGR | Shares | $314K | 12K |
| Spdr Index Shs Fds | SPEM | Shares | $308K | 7K |
| Dimensional Etf Trust | DFAR | Shares | $289K | 12K |
| Ishares Tr | IFRA | Shares | $279K | 5K |
| Vanguard Index Fds | VXF | Shares | $270K | 1K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $257K | 537 |
| Dimensional Etf Trust | DFSE | Shares | $237K | 6K |
| Jpmorgan Chase & Co | JPM | Shares | $228K | 775 |
| Dimensional Etf Trust | DFAW | Shares | $219K | 3K |
| Netflix Inc. | NFLX | Shares | $211K | 2K |
| Ishares Tr | STIP | Shares | $209K | 2K |
| Eli Lilly & Co | LLY | Shares | $207K | 225 |
| Vanguard Whitehall Fds | VIGI | Shares | $206K | 2K |
| Exxon Mobil Corp | XOM | Shares | $206K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.