Investments & Financial Planning, LLC Top Holdings and 13F Report (2026) About Investments & Financial Planning, LLCInvestment ActivityInvestments & Financial Planning, LLC has $183.68 million in total holdings as of March 31, 2026.Investments & Financial Planning, LLC owns shares of 36 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.31% of the portfolio was purchased this quarter.About 1.07% of the portfolio was sold this quarter.This quarter, Investments & Financial Planning, LLC has purchased 37 new stocks and bought additional shares in 17 stocks.Investments & Financial Planning, LLC sold shares of 16 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Small-Cap ETF $38,955,141SPDR Portfolio S&P 500 Growth ETF $35,725,651iShares Core S&P Mid-Cap ETF $27,434,897Vanguard Mid-Cap ETF $16,617,957Vanguard Short-Term Corporate Bond ETF $10,774,574 Largest New Holdings this Quarter 861025104 - Stock Yards Bancorp $661,707 Holding921943858 - Vanguard FTSE Developed Markets ETF $253,328 HoldingN07059210 - ASML $205,410 Holding Largest Purchases this Quarter Stock Yards Bancorp 9,982 shares (about $661.71K)Vanguard Intermediate-Term Bond ETF 8,126 shares (about $627.16K)SPDR Portfolio S&P 500 Growth ETF 5,424 shares (about $531.06K)iShares 0-5 Year High Yield Corporate Bond ETF 12,146 shares (about $513.90K)Microsoft 1,177 shares (about $435.80K) Largest Sales this Quarter Vanguard Small-Cap ETF 1,013 shares (about $265.33K)Vanguard Total International Bond ETF 4,800 shares (about $230.64K)Apple 602 shares (about $152.76K)Vanguard Emerging Markets Government Bond ETF 2,248 shares (about $147.68K)Vanguard Total World Stock ETF 729 shares (about $100.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvestments & 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$38,955,141$265,325 â–¼-0.7%148,72921.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$35,725,651$531,063 â–²1.5%364,88319.4%ETFIJHiShares Core S&P Mid-Cap ETF$27,434,897$99,337 â–²0.4%406,26214.9%ETFVOVanguard Mid-Cap ETF$16,617,957$166,852 â–²1.0%57,8669.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$10,774,574$28,696 â–¼-0.3%135,9225.9%ETFCGGRCapital Group Growth ETF$10,279,970$218,152 â–²2.2%255,7845.6%ETFURTHiShares MSCI World ETF$10,053,950$272,551 â–²2.8%55,8495.5%ETFVTVanguard Total World Stock ETF$7,387,582$100,836 â–¼-1.3%53,4094.0%ETFNVDANVIDIA$4,326,272$91,907 â–²2.2%24,8072.4%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$4,171,703$627,160 â–²17.7%54,0522.3%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$3,026,649$513,898 â–²20.5%71,5351.6%ETFTSLATesla$2,075,109$9,294 â–²0.4%5,5821.1%Auto/Tires/TrucksVUGVanguard Growth ETF$1,558,952$6,115 â–¼-0.4%3,5690.8%ETFMUBiShares National Muni Bond ETF$960,734$18,257 â–²1.9%9,0510.5%ETFVTVVanguard Value ETF$907,480$21,780 â–¼-2.3%4,6250.5%ETFSPLGSPDR Portfolio S&P 500 ETF$746,402$44,622 â–¼-5.6%9,7520.4%ETFBNDXVanguard Total International Bond ETF$707,043$230,636 â–¼-24.6%14,7150.4%ETFMSFTMicrosoft$670,172$435,797 â–²185.9%1,8100.4%Computer and TechnologySYBTStock Yards Bancorp$661,707$661,707 â–²New Holding9,9820.4%FinanceAAPLApple$602,421$152,762 â–¼-20.2%2,3740.3%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$586,086$48,922 â–²9.1%19,2160.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$578,088$962 â–¼-0.2%10,2170.3%ETFVOEVanguard Mid-Cap Value ETF$491,005$3,318 â–¼-0.7%2,6640.3%ETFSPABSPDR Portfolio Aggregate Bond ETF$456,066$8,506 â–¼-1.8%17,8010.2%ETFAMZNAmazon.com$431,744$44,570 â–²11.5%2,0730.2%Retail/WholesaleSUBiShares Short-Term National Muni Bond ETF$422,138$745 â–²0.2%3,9640.2%ETFVBRVanguard Small-Cap Value ETF$399,441$1,738 â–¼-0.4%1,8390.2%ETFVWOBVanguard Emerging Markets Government Bond ETF$398,358$147,676 â–¼-27.0%6,0640.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$390,072$43,840 â–²12.7%13,3910.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$387,783$25,015 â–¼-6.1%8,4950.2%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$374,931$41,090 â–¼-9.9%3,4400.2%FinanceVEAVanguard FTSE Developed Markets ETF$253,328$253,328 â–²New Holding3,9530.1%ETFSCHWCharles Schwab$236,004$1,034 â–²0.4%2,5110.1%FinanceJNKSPDR Bloomberg High Yield Bond ETF$219,679$766 â–²0.3%2,2950.1%FinanceBABoeing$210,176$26,869 â–¼-11.3%1,0560.1%AerospaceASMLASML$205,410$205,410 â–²New Holding1560.1%Computer and TechnologyGOOGLAlphabet$0$221,214 â–¼-100.0%00.0%Computer and TechnologyDISWalt Disney$0$219,662 â–¼-100.0%00.0%Consumer DiscretionaryUNHUnitedHealth Group$0$211,995 â–¼-100.0%00.0%MedicalSPEMSPDR Portfolio Emerging Markets ETF$0$203,854 â–¼-100.0%00.0%ETFShowing 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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