Donalies Financial Planning
Donalies Financial Planning reported 78 stocks worth $136M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are Dimensional ETF Trust (10.9%), VOO (10.7%) and DFSU (4.5%). Compared with Q2 2026, the fund opened new positions in COST, TROW and DFIC, added to VTI, DFCF and DFAU, trimmed VOO, DFSU and VEA and sold out of VIGI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $14.8M | 10.9% | 334K | +3,099 (+1%) | 4 of 4 | |
| 2 |  VOO Vanguard S&P 500 ETF | $14.6M | 10.7% | 21K | −21 (−0%) | 4 of 4 | |
| 3 |  DFSU Dimensional ETF Trust | $6.1M | 4.5% | 130K | −3,327 (−3%) | 4 of 4 | |
| 4 |  VEA Vanguard Tax-Managed Fds | $5.8M | 4.3% | 83K | −453 (−1%) | 4 of 4 | |
| 5 |  AAPL Apple Inc | $5.1M | 3.8% | 15K | −91 (−1%) | 4 of 4 | |
| 6 |  VTI Vanguard Total Stock Market ETF | $4.9M | 3.6% | 13K | +71 (+1%) | 4 of 4 | |
| 7 |  DFCF Dimensional Core Fixed | $4.5M | 3.3% | 113K | +8,091 (+8%) | 4 of 4 | |
| 8 |  DFSI Dimensional ETF Trust | $4.5M | 3.3% | 99K | −1,543 (−2%) | 4 of 4 | |
| 9 |  AMZN Amazon Com Inc | $4.2M | 3.0% | 17K | No change | 4 of 4 | |
| 10 |  VTV Vanguard Index Fds | $3.7M | 2.7% | 17K | −103 (−1%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $1.9M | 45K |
DIMENSIONAL ETF TRUST | $675K | 17K |
DIMENSIONAL US REAL | $414K | 16K |
 VIGI Vanguard Whitehall Fds | $215K | 2,307 |
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Donalies Financial Planning 13F FAQ
What does Donalies Financial Planning own?
Donalies Financial Planning reported 78 stocks worth $136M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are Dimensional ETF Trust (10.9%), VOO (10.7%) and DFSU (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Donalies Financial Planning buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 37 added to, 14 trimmed and 4 sold out. New positions include COST, TROW and DFIC. It sold all of VIGI.
When will Donalies Financial Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Donalies Financial Planning's portfolio worth?
The Q3 2026 filing reports $136M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.