Managers / Q4 2025 · view latest →
Financial Plan, Inc.
CIK 0002107584 · 11 BELLWETHER WAY, SUITE 301, BELLINGHAM, WA, 98225 · 360-714-1234
Reported Value
$871M
Q4 2025
Positions
94
Filings on Record
2
2019–present window
Filed
Jan 28, 2026
original filing
Summary
Financial Plan, Inc. reported $871M in U.S.-listed holdings across 94 positions for Q4 2025.
Its largest position, AVUS, represents 17.1% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2025
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.