Defined Financial Planning LLC Top Holdings and 13F Report (2025) About Defined Financial Planning LLCInvestment ActivityDefined Financial Planning LLC has $93.67 million in total holdings as of December 31, 2024.Defined Financial Planning LLC owns shares of 78 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Largest Holdings Main Sector Rotation ETF $8,212,068Schwab U.S. Large-Cap Growth ETF $7,622,389WisdomTree U.S. Quality Dividend Growth Fund $7,052,240WisdomTree Yield Enhanced U.S. Aggregate Bond Fund $6,303,789WisdomTree U.S. Multifactor Fund $4,101,929 Sector AllocationMap of 500 Largest Holdings ofDefined Financial Planning LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSECTMain Sector Rotation ETF$8,212,068149,4198.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$7,622,389273,4988.1%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$7,052,24087,1407.5%ManufacturingAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$6,303,789146,8736.7%FinanceUSMFWisdomTree U.S. Multifactor Fund$4,101,92982,5674.4%FinanceXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$3,724,717122,2024.0%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$3,123,26491,5113.3%ETFMSFTMicrosoft$3,005,4367,1303.2%Computer and TechnologyBUFRFT Vest Laddered Buffer ETF$2,839,49993,1903.0%ETFAAPLApple$2,776,32111,0873.0%Computer and TechnologyMTGPWisdomTree Mortgage Plus Bond Fund$2,710,12762,7352.9%FinanceDONWisdomTree U.S. MidCap Dividend Fund$2,599,31750,9972.8%FinanceNVDANVIDIA$2,395,73417,8402.6%Computer and TechnologyIHDGWisdomTree International Hedged Quality Dividend Growth Fund$2,213,27550,9152.4%FinanceDGSWisdomTree Emerging Markets SmallCap Dividend Fund$2,076,21442,4412.2%FinanceJVALJPMorgan US Value Factor ETF$2,024,74146,8692.2%ETFDXJWisdomTree Japan Hedged Equity Fund$2,010,91818,2332.1%FinanceTLHiShares 10-20 Year Treasury Bond ETF$1,970,59319,7972.1%ETFEESWisdomTree U.S. SmallCap Fund$1,684,49231,2291.8%FinanceBUYWMain BuyWrite ETF$1,577,896113,1921.7%ETFWFHYWisdomTree U.S. High Yield Corporate Bond Fund$1,446,31932,0441.5%FinanceAMZNAmazon.com$1,284,3095,8541.4%Retail/WholesaleUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$1,264,74325,1341.4%FinanceSFIGWisdomTree Fundamental U.S. Short-Term Corporate Bond Fund$1,259,37826,2071.3%ETFEPSWisdomTree U.S. LargeCap Fund$1,053,52017,2201.1%FinanceGOOGLAlphabet$988,7145,2231.1%Computer and TechnologyGLDSPDR Gold Shares$893,4603,6901.0%FinanceAVGOBroadcom$616,6942,6600.7%Computer and TechnologyBTALAGF U.S. Market Neutral Anti-Beta Fund$569,59130,8220.6%ETFMCDMcDonald's$564,1261,9460.6%Retail/WholesaleUNHUnitedHealth Group$544,3051,0760.6%MedicalVVisa$467,7391,4800.5%Business ServicesABBVAbbVie$408,7102,3000.4%MedicalPGProcter & Gamble$402,8632,4030.4%Consumer StaplesQLYSQualys$400,7492,8580.4%Computer and TechnologyUSDUWisdomTree Bloomberg U.S. Dollar Bullish Fund$399,52114,4440.4%FinanceJNJJohnson & Johnson$390,1852,6980.4%MedicalKOCoca-Cola$380,0976,1050.4%Consumer StaplesGOOGAlphabet$362,0261,9010.4%Computer and TechnologyPRGSProgress Software$338,9755,2030.4%Computer and TechnologyETNEaton$334,8571,0090.4%Industrial ProductsISHARES BITCOIN TRUST ETF$313,0485,9010.3%SHS BEN INTAJGArthur J. Gallagher & Co.$312,2351,1000.3%FinanceIBMInternational Business Machines$309,9601,4100.3%Computer and TechnologyLLYEli Lilly and Company$304,9403950.3%MedicalMDLZMondelez International$300,7415,0350.3%Consumer StaplesADPAutomatic Data Processing$300,6341,0270.3%Business ServicesCSCOCisco Systems$286,9424,8470.3%Computer and TechnologyJPMJPMorgan Chase & Co.$286,6931,1960.3%FinanceVUGVanguard Growth ETF$279,9206820.3%ETFIJHiShares Core S&P Mid-Cap ETF$277,0934,4470.3%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$276,6486,9920.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$273,2963,0780.3%ETFCOSTCostco Wholesale$271,2162960.3%Retail/WholesaleXOMExxon Mobil$270,5392,5150.3%Oils/EnergyADUSAddus HomeCare$270,2552,1560.3%MedicalIVViShares Core S&P 500 ETF$267,8494550.3%ETFORCLOracle$264,9581,5900.3%Computer and TechnologyIPARInter Parfums$253,1571,9250.3%Consumer DiscretionaryPFIXSimplify Interest Rate Hedge ETF$241,3404,6110.3%ETFIWViShares Russell 3000 ETF$240,9947210.3%ETFDHRDanaher$239,6501,0440.3%MedicalAITApplied Industrial Technologies$231,0899650.2%Industrial ProductsDISWalt Disney$229,6042,0620.2%Consumer DiscretionaryBRPThe Baldwin Insurance Group$229,2655,9150.2%FinanceEXCExelon$225,8406,0000.2%UtilitiesLRNStride$225,0082,1650.2%Consumer DiscretionaryAXAxos Financial$220,9363,1630.2%FinanceOACPOneAscent Core Plus Bond ETF$220,8789,8240.2%ETFWMTWalmart$218,9182,4230.2%Retail/WholesaleSPSCSPS Commerce$210,4851,1440.2%Business ServicesFSSFederal Signal$210,0022,2730.2%Multi-Sector ConglomeratesLMATLeMaitre Vascular$209,1582,2700.2%MedicalSLBSchlumberger$208,9155,4490.2%Oils/EnergyTSLATesla$207,9785150.2%Auto/Tires/TrucksHWKNHawkins$205,2271,6730.2%Basic MaterialsTJXTJX Companies$203,8061,6870.2%Retail/WholesaleMRTNMarten Transport$172,80311,0700.2%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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