FIDUCIARY PLANNING LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EOSE | 110K | $544.09K |
 | NVDA | 16K | $2.81M |
 | AMZN | 16K | $3.36M |
 | PEG | 12K | $974.80K |
 | AAPL | 12K | $3.02M |
 | AVGO | 11K | $3.46M |
 | HOOD | 10K | $694.66K |
 | SHOP | 10K | $1.16M |
 | BAC | 8K | $396.61K |
 | TSLA | 8K | $2.80M |
 | GOOGL | 7K | $2.15M |
 | XOM | 7K | $1.27M |
 | PFE | 7K | $208.73K |
 | MSFT | 6K | $2.38M |
 | TREX | 6K | $233.09K |
 | PLTR | 6K | $862.17K |
 | IREN | 6K | $200.26K |
 | MMM | 5K | $789.18K |
 | LMND | 5K | $310.08K |
 | JPM | 5K | $1.39M |
Eos Energy Enterprises, Inc.
EOSE
Shares Held
110K
Value
$544.09K
NVIDIA Corporation
NVDA
Shares Held
16K
Value
$2.81M
Amazon.com, Inc.
AMZN
Shares Held
16K
Value
$3.36M
Public Service Enterprise Group Incorporated
PEG
Shares Held
12K
Value
$974.80K
Apple Inc.
AAPL
Shares Held
12K
Value
$3.02M
Broadcom Inc.
AVGO
Shares Held
11K
Value
$3.46M
Robinhood Markets, Inc.
HOOD
Shares Held
10K
Value
$694.66K
Shopify Inc.
SHOP
Shares Held
10K
Value
$1.16M
Bank of America Corporation
BAC
Shares Held
8K
Value
$396.61K
Tesla, Inc.
TSLA
Shares Held
8K
Value
$2.80M
Alphabet Inc.
GOOGL
Shares Held
7K
Value
$2.15M
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$1.27M
Pfizer Inc.
PFE
Shares Held
7K
Value
$208.73K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.38M
Trex Company, Inc.
TREX
Shares Held
6K
Value
$233.09K
Palantir Technologies Inc.
PLTR
Shares Held
6K
Value
$862.17K
IREN Limited
IREN
Shares Held
6K
Value
$200.26K
3M Company
MMM
Shares Held
5K
Value
$789.18K
Lemonade, Inc.
LMND
Shares Held
5K
Value
$310.08K
JPMorgan Chase & Co.
JPM
Shares Held
5K
Value
$1.39M