13FBOX
Defined Financial Planning LLC · 13F Holdings
Options Calculator Rankings

Defined Financial Planning LLC

No.8804 Data as of 2025Q3
Latest AUM (Q3 2025)
$120.6M
QoQ Change Q2 2025
+$8.0M+7.1%
Holdings
65
New Buys
8
Adds
33
Reduces
23
Exits
11
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q3 2025 ValueQ3 2025 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG
11.77%10.25%$14.2M436,270$11.5M391,704+44,566+11.38%Add
WWISDOMTREE TRDGRW
7.82%9.34%$9.4M105,749$10.5M124,470-18,721-15.04%Reduce
JJ P MORGAN EXCHANGE TRADED FJVAL
6.2%6.41%$7.5M155,620$7.2M161,785-6,165-3.81%Reduce
WWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUNDDDWM
5.76%0.18%$6.9M164,875$200,0625,079+159,796+3,146.21%Add
WWISDOMTREE TRAGGY
5.58%5.28%$6.7M152,014$5.9M137,948+14,066+10.20%Add
MMAIN SECTOR ROTATION ETFSECT
5.43%6.02%$6.5M102,705$6.8M116,273-13,568-11.67%Reduce
SSPDR INDEX SHS FDSSPDW
5.01%5.05%$6.0M138,870$5.7M142,066-3,196-2.25%Reduce
WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE
4.37%4.42%$5.3M136,181$5.0M143,252-7,071-4.94%Reduce
WWISDOMTREE U.S. MIDCAP DIVIDEND FUNDDON
3.52%2.93%$4.2M81,593$3.3M65,375+16,218+24.81%Add
WWISDOMTREE U.S. MULTIFACTOR FUNDUSMF
3.46%4.69%$4.2M80,252$5.3M105,302-25,050-23.79%Reduce
JJ P MORGAN EXCHANGE TRADED FJBND
3.34%2.95%$4.0M74,543$3.3M62,911+11,632+18.49%Add
WWISDOMTREE TRMTGP
3.15%2.68%$3.8M84,968$3.0M69,291+15,677+22.62%Add
NVIDIA CORPORATIONNVDA
2.9%2.85%$3.5M18,502$3.2M18,788-286-1.52%Reduce
APPLE INCAAPL
2.69%2.33%$3.2M12,552$2.6M12,540+12+0.10%Add
MICROSOFT CORPMSFT
2.57%2.75%$3.1M5,912$3.1M6,131-219-3.57%Reduce
WWISDOMTREE U.S. SMALLCAP FUNDEES
2.36%1.77%$2.8M51,262$2.0M38,586+12,676+32.85%Add
VVANGUARD BD INDEX FDSBIV
2.35%1.97%$2.8M36,330$2.2M29,095+7,235+24.87%Add
NNORTHERN LTS FD TR IVBUYW
1.74%1.77%$2.1M147,399$2.0M141,533+5,866+4.14%Add
WWISDOMTREE INDIAEPI
1.65%1.7%$2.0M44,468$1.9M40,896+3,572+8.73%Add
WWISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUNDQHY
1.36%1.29%$1.6M35,259$1.5M31,710+3,549+11.19%Add
AMAZON COM INCAMZN
1.05%1.21%$1.3M5,636$1.4M5,999-363-6.05%Reduce
FFIRST TR EXCHNG TRADED FD VIMARM
0.95%0.73%$1.1M35,053$825,55125,690+9,363+36.45%Add
BROADCOM INCAVGO
0.93%0.87%$1.1M3,261$977,1093,478-217-6.24%Reduce
ALPHABET INCGOOGL
0.9%0.68%$1.1M4,419$769,3144,227+192+4.54%Add
FFIRST TR EXCHNG TRADED FD VIDECM
0.79%0.61%$956,65229,595$689,43821,798+7,797+35.77%Add
SSPDR GOLD TRGLD
0.74%0.48%$890,9142,393$545,3661,778+615+34.59%Add
TTHOR FINL TECHNOLOGIES TRTHIR
0.72%$870,42227,389$00+27,389New Buy
SSTATE STR SPDR S&P 500 ETF TSPY
0.69%$835,3301,241$00+1,241New Buy
META PLATFORMS INCMETA
0.49%0.48%$586,475817$544,869767+50+6.52%Add
AAlphabet Inc Class CGOOG
0.49%0.49%$585,6682,386$550,3993,006-620-20.63%Reduce
FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI
0.48%0.37%$578,25920,872$415,08215,587+5,285+33.91%Add
PPROSHARES TRSSO
0.46%$558,2084,882$00+4,882New Buy
MCDONALDS CORPMCD
0.42%0.38%$506,9571,722$428,4571,430+292+20.42%Add
ELI LILLY & COLLY
0.4%0.25%$482,060570$280,917364+206+56.59%Add
JPMORGAN CHASE & COJPM
0.38%0.36%$461,5181,518$406,6141,419+99+6.98%Add
TESLA INCTSLA
0.37%0.26%$441,7611,007$296,173953+54+5.67%Add
IINTERNATIONAL BUSINESS MACHSIBM
0.36%0.39%$437,3741,511$441,8601,563-52-3.33%Reduce
EATON CORP PLCETN
0.32%0.33%$382,7271,016$367,5421,015+1+0.10%Add
FFIRST TR EXCHNG TRADED FD VIOCTM
0.32%0.23%$382,23111,858$263,9718,379+3,479+41.52%Add
FFIRST TR EXCHNG TRADED FD VISEPM
0.32%0.24%$381,77512,116$274,2128,884+3,232+36.38%Add
FFIRST TR EXCHNG TRADED FD VIJUNM
0.32%0.24%$381,30611,253$272,7538,193+3,060+37.35%Add
JOHNSON & JOHNSONJNJ
0.3%0.26%$365,3431,926$290,0131,869+57+3.05%Add
PROCTER & GAMBLE COPG
0.3%0.34%$364,0672,416$379,1042,483-67-2.70%Reduce
NETFLIX INCNFLX
0.28%0.27%$339,990280$302,465240+40+16.67%Add
EXXON MOBIL CORPXOM
0.25%0.28%$297,0222,605$319,9872,834-229-8.08%Reduce
VISA INCV
0.24%0.28%$294,791839$313,012902-63-6.98%Reduce
EEXELON CORPEXC
0.24%0.23%$290,6296,234$264,2716,153+81+1.32%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.23%0.22%$282,909566$250,579533+33+6.19%Add
WALMART INCWMT
0.23%0.3%$282,4612,745$335,0103,512-767-21.84%Reduce
IISHARES BITCOIN TRUST ETFIBIT
0.23%0.58%$280,5904,005$651,2799,844-5,839-59.32%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow