Donalies Financial Planning, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Donalies Financial Planning, LLC reported 70 stock positions worth $117.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 10.8% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 10.6%) and Dimensional US Sus CORE1 ETF (DFSU, 5.0%).
- Most Recent 13F
- Q2 2026
- Location
- WASHINGTON, DC
- CIK
- 0002111587
- Portfolio Value
- $117.4M (Q4 2025)
- SEC Filing
- 0002111587-26-000001 ↗ filed Feb 17, 2026
Holdings Value
Holdings 70 stocks · $117.4M
| DFAC Dimensional US Core Equity 2 | 10.85% | 321,727 | $12.7M | — |
| VOO Vanguard S&P 500 ETF | 10.56% | 19,779 | $12.4M | — |
| DFSU Dimensional US Sus CORE1 ETF | 5.00% | 135,160 | $5.9M | — |
| VEA Vanguard Ftse Developed ETF | 4.47% | 83,960 | $5.2M | — |
| VTI VG Morningstar TS MKT ETF-US | 3.79% | 13,273 | $4.5M | — |
| AAPL Apple Inc. | 3.75% | 16,203 | $4.4M | — |
| DFSI Dimensional Int Sus COR1 ETF | 3.74% | 102,636 | $4.4M | — |
| AMZN Amazon.com Inc. | 3.46% | 17,609 | $4.1M | — |
| DFCF Dimensional Core Fixed Inc. | 3.21% | 88,583 | $3.8M | — |
| BND Vanguard Total Bond Market | 2.83% | 44,857 | $3.3M | — |
| DFAU Dimensional US Core Equity M | 2.79% | 69,934 | $3.3M | — |
| DFIV Dimensional International Va | 2.73% | 64,314 | $3.2M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.72% | 16,751 | $3.2M | — |
| MSFT Microsoft Corp. | 2.67% | 6,490 | $3.1M | — |
| DFAX Dimensional World Ex US Core | 2.67% | 95,763 | $3.1M | — |
| DFUS Dimensional US Eq MKT ETF | 2.45% | 38,720 | $2.9M | — |
| GOOGL Alphabet Inc. Class A | 1.87% | 7,029 | $2.2M | — |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 1.80% | 40,112 | $2.1M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.65% | 9,130 | $1.9M | — |
| DUHP Dimensional US High Profi Et | 1.46% | 44,949 | $1.7M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.41% | 3,385 | $1.7M | — |
| DFAE Dimensional Emerging Core Eq | 1.29% | 46,510 | $1.5M | — |
| VYM Vanguard High DVD Yield ETF | 1.27% | 10,363 | $1.5M | — |
| VXUS Vanguard Total Intl Stock | 1.14% | 17,682 | $1.3M | — |
| DFAS Dimensional US Small Cap ETF | 1.10% | 18,530 | $1.3M | — |
| VTIP Vanguard Short-Term Tips | 1.06% | 25,173 | $1.2M | — |
| VWO Vanguard Ftse Emerging Marke | 1.05% | 22,930 | $1.2M | — |
| BIV Vanguard Intermediate-Term B | 1.00% | 15,011 | $1.2M | — |
| VNQ Vanguard Real Estate ETF | 0.94% | 12,411 | $1.1M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.84% | 3,846 | $992K | — |
| VGT Vanguard Info Tech ETF | 0.71% | 1,112 | $838K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.67% | 16,303 | $788K | — |
| DFAT Dimensional US Target Value | 0.65% | 12,877 | $767K | — |
| TECL Dire Dai Tec Bull 3X ETF-Usd | 0.62% | 6,240 | $733K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.61% | 14,311 | $720K | — |
| DFSD Dimensional Short Duration | 0.60% | 14,583 | $699K | — |
| VIG Vanguard Dividend Apprec ETF | 0.55% | 2,954 | $649K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 912 | $622K | — |
| TSLA Tesla Inc. | 0.48% | 1,250 | $562K | — |
| DFGP Dimensional GLBL Core PL Fix | 0.46% | 9,889 | $535K | — |
| DFIP Dimensional Inflation-Protec | 0.45% | 12,812 | $532K | — |
| GOOG Alphabet Inc. Class C | 0.44% | 1,649 | $518K | — |
| SBUX Starbucks Corp. | 0.43% | 5,997 | $505K | — |
| DFSV Dimensional US Small Cap Val | 0.41% | 14,643 | $482K | — |
| NVDA Nvidia Corp. | 0.41% | 2,564 | $478K | — |
| DFAI Dimensional International Co. | 0.38% | 11,665 | $445K | — |
| CAT Caterpillar Inc. | 0.33% | 675 | $387K | — |
| ABBV Abbvie Inc. | 0.33% | 1,683 | $384K | — |
| BSV Vanguard Short-Term Bond ETF | 0.32% | 4,744 | $374K | — |
| VIGI Vanguard Int Div App Indx FD | 0.32% | 4,066 | $372K | — |
| DFEM Dimensional Emrg MRKT Core | 0.31% | 11,110 | $368K | — |
| TXN Texas Instruments Inc. | 0.30% | 2,000 | $347K | — |
| DFUV Dimensional US Marketwide Va | 0.29% | 7,387 | $344K | — |
| NEE Nextera Energy Inc. | 0.29% | 4,271 | $343K | — |
| DIHP Dimensional International Hi | 0.29% | 10,747 | $340K | — |
| DFLV Dim US Large Cap Value ETF | 0.27% | 9,112 | $312K | — |
| SPEM State Street SP PTF Em ETF | 0.26% | 6,571 | $308K | — |
| DFGR Dim Global Real Estate ETF | 0.26% | 11,562 | $305K | — |
| T AT&T Inc. | 0.25% | 11,937 | $297K | — |
| VXF Vanguard Extended Market ETF | 0.23% | 1,311 | $274K | — |
| VTEI Vanguard Int Tax-Exempt Bond | 0.23% | 2,708 | $273K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 537 | $270K | — |
| IFRA iShares US Infrastructure | 0.22% | 4,858 | $256K | — |
| JPM JPMorgan Chase & Co. | 0.21% | 775 | $250K | — |
| DFSE Dimensional Em Sus CORE1 ETF | 0.20% | 5,589 | $232K | — |
| DFAR Dimensional US Real Est ETF | 0.19% | 9,920 | $227K | — |
| STX Seagate Technology Holdings | 0.19% | 822 | $226K | — |
| DFAW Dimensional World Eqty ETF | 0.18% | 2,797 | $207K | — |
| NFLX Netflix Inc. | 0.17% | 2,190 | $205K | — |
| STIP iShares 0-5 Year Tips Bond E | 0.17% | 2,000 | $205K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.