Investments & Financial Planning
Investments & Financial Planning reported 40 stocks worth $211M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are VB (21.5%), SPYG (20.8%) and IJH (14.9%). Compared with Q1 2026, the fund opened new positions in MU, TSM and SPEM, added to VB, SPYG and IJH, trimmed VCSH, VT and BIV and sold out of SCHW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VB Vanguard Index Fds | $45.3M | 21.5% | 150K | +801 (+1%) | 8 of 8 | |
| 2 |  SPYG Spdr Series Trust | $43.9M | 20.8% | 369K | +4,158 (+1%) | 8 of 8 | |
| 3 |  IJH Ishares TR | $31.5M | 14.9% | 409K | +2,367 (+1%) | 8 of 8 | |
| 4 |  VO Vanguard Index Fds | $18.9M | 9.0% | 235K | +177K (+306%) | 8 of 8 | |
| 5 |  CGGR Capital Group Growth | $12.4M | 5.8% | 262K | +5,896 (+2%) | 8 of 8 | |
| 6 |  URTH Ishares Inc | $11.6M | 5.5% | 57K | +1,492 (+3%) | 8 of 8 | |
| 7 |  VCSH Vanguard Scottsdale Fds | $9.9M | 4.7% | 125K | −11K (−8%) | 8 of 8 | |
| 8 |  VT Vanguard Total World | $8.4M | 4.0% | 53K | −144 (−0%) | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $5M | 2.4% | 25K | +41 (+0%) | 8 of 8 | |
| 10 |  BIV Vanguard Intermediate | $4.1M | 1.9% | 53K | −578 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SCHW Schwab Charles Corp | $236K | 2,511 |
Reported value
last 8 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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Investments & Financial Planning 13F FAQ
What does Investments & Financial Planning own?
Investments & Financial Planning reported 40 stocks worth $211M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are VB (21.5%), SPYG (20.8%) and IJH (14.9%). The table above lists every position in the filing (the top 10 without an account).
What did Investments & Financial Planning buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 19 added to, 14 trimmed and 1 sold out. New positions include MU, TSM and SPEM. It sold all of SCHW.
When will Investments & Financial Planning file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Investments & Financial Planning's portfolio worth?
The Q2 2026 filing reports $211M 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.