Frisco Financial Planning LLC Top Holdings and 13F Report (2026) About Frisco Financial Planning LLCInvestment ActivityFrisco Financial Planning LLC has $132.69 million in total holdings as of June 30, 2026.Frisco Financial Planning LLC owns shares of 29 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.23% of the portfolio was purchased this quarter.About 1.51% of the portfolio was sold this quarter.This quarter, Frisco Financial Planning LLC has purchased 29 new stocks and bought additional shares in 14 stocks.Frisco Financial Planning LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Small-Cap ETF $16,228,933Vanguard Tax-Exempt Bond ETF $15,464,534Vanguard FTSE Developed Markets ETF $14,372,122Schwab US Large-Cap ETF $12,672,609Vanguard Short-Term Inflation-Protected Securities ETF $11,061,542 Largest Purchases this Quarter Vanguard Tax-Exempt Bond ETF 29,077 shares (about $1.47M)SPDR Portfolio S&P 500 ETF 4,040 shares (about $355.03K)iShares Core U.S. Aggregate Bond ETF 2,726 shares (about $269.82K)Schwab U.S. REIT ETF 10,570 shares (about $250.30K)Vanguard Short-Term Inflation-Protected Securities ETF 4,526 shares (about $227.34K) Largest Sales this Quarter Vanguard Intermediate-Term Corporate Bond ETF 7,184 shares (about $593.76K)Vanguard FTSE Developed Markets ETF 6,420 shares (about $457.42K)Schwab US Large-Cap ETF 12,758 shares (about $375.47K)Vanguard Small-Cap ETF 1,083 shares (about $328.28K)iShares Core MSCI Emerging Markets ETF 1,748 shares (about $144.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFrisco Financial Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVBVanguard Small-Cap ETF$16,228,933$328,277 â–¼-2.0%53,54012.2%ETFVTEBVanguard Tax-Exempt Bond ETF$15,464,534$1,470,715 â–²10.5%305,74411.7%ETFVEAVanguard FTSE Developed Markets ETF$14,372,122$457,425 â–¼-3.1%201,71410.8%ETFSCHXSchwab US Large-Cap ETF$12,672,609$375,468 â–¼-2.9%430,6029.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$11,061,542$227,341 â–²2.1%220,2188.3%ManufacturingVCITVanguard Intermediate-Term Corporate Bond ETF$10,324,441$593,756 â–¼-5.4%124,9187.8%ETFSPYSPDR S&P 500 ETF Trust$10,193,751$16,429 â–²0.2%13,6507.7%FinanceAGGiShares Core U.S. Aggregate Bond ETF$9,317,531$269,821 â–²3.0%94,1357.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$6,983,881$144,804 â–¼-2.0%84,3065.3%ETFBNDXVanguard Total International Bond ETF$5,529,655$139,043 â–²2.6%114,1784.2%ETFSCHHSchwab U.S. REIT ETF$5,499,921$250,298 â–²4.8%232,2604.1%ETFSCHASchwab US Small-Cap ETF$4,836,041$76,126 â–¼-1.5%133,8513.6%ETFVNQVanguard Real Estate ETF$3,672,471$23,240 â–¼-0.6%38,0842.8%ETFSPLGSPDR Portfolio S&P 500 ETF$2,609,144$355,033 â–²15.8%29,6902.0%ETFSCHFSchwab International Equity ETF$1,678,224$115,785 â–²7.4%60,5861.3%ETFMUBiShares National Muni Bond ETF$707,817$114,077 â–²19.2%6,5770.5%ETFIJRiShares Core S&P Small-Cap ETF$414,140$7,713 â–¼-1.8%2,7920.3%ETFVTIVanguard Total Stock Market ETF$349,866$370 â–²0.1%9450.3%ETFVOOVanguard S&P 500 ETF$180,308$686 â–²0.4%2630.1%ETFTSLATesla$169,9220.0%4040.1%Auto/Tires/TrucksVEUVanguard FTSE All-World ex-US ETF$119,363$503 â–²0.4%1,4250.1%ETFBRK.BBerkshire Hathaway$66,0510.0%1320.0%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$65,554$195 â–²0.3%6720.0%ETFMSFTMicrosoft$49,2390.0%1320.0%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$38,573$60 â–²0.2%6460.0%ETFTIPiShares TIPS Bond ETF$22,9800.0%2100.0%ETFVDEVanguard Energy ETF$22,5200.0%1500.0%ETFSUBiShares Short-Term National Muni Bond ETF$22,3590.0%2100.0%ETFIYRiShares U.S. Real Estate ETF$17,7920.0%1740.0%ETFShowing largest 100 holdings. 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