Arkolith/Funds/Fee-Only Financial Planning, L.C.

Fee-Only Financial Planning, L.C.

CIK 1954044Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Fee-Only Financial Planning, L.C. holds a concentrated book of 45 stocks worth $186.6M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Ishares S&P Small-Cap 600 GR and trimmed Vanguard Value ETF. Their largest long position is Vanguard Growth ETF at 29% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+14.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
9
new positions
Added to
6
existing
Trimmed
18
reduced
Sold out
3
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.7%
+14.1%/yr · since Nov '24
Their reported book
+24.5%
held from quarter-end
S&P 500
+32.4%
same window
$9K$10K$11K$12K$14KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Fee-Only Financial Planning, L.C. (copied at disclosure) S&P 500

Growth of $10,000 cloning Fee-Only Financial Planning, L.C.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
70%
Top 10 holdings
87%
Top 20 holdings
95%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

6% mapped to company sectors

ETF / fund or unclassified
94%
Financials
1%
Information Technology
1%
Consumer Staples
1%
Utilities
1%
Communication Services
0%
Energy
0%
Consumer Discretionary
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Fee-Only Financial Planning, L.C.

Manager / fundShared namesTheir $ in those
BlackRock, Inc.51 / 45$879.8B
FMR LLC51 / 45$256.6B
MORGAN STANLEY51 / 45$255.9B
BANK OF AMERICA CORP /DE/51 / 45$231.1B
JPMORGAN CHASE & CO51 / 45$216.0B
GOLDMAN SACHS GROUP INC51 / 45$103.3B
Bank of New York Mellon Corp51 / 45$84.1B
WELLS FARGO & COMPANY/MN51 / 45$81.0B

Ranked by how many of Fee-Only Financial Planning, L.C.'s top 45 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

45 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
GROWTH ETF
$54.2M629.5K
29.1%
+493%
Added · +523K sh
2Vanguard Index FDS
VALUE ETF
$35.0M160.7K
18.8%
−2.2%
Reduced · −4K sh
3Vanguard Index FDS
MID CAP ETF
$16.1M200.2K
8.6%
+297%
Added · +150K sh
4Vanguard Index FDS
SMALL CP ETF
$13.0M42.7K
6.9%
−0.6%
Reduced · −256 sh
5Vanguard Index FDS
SM CP VAL ETF
$12.6M51.9K
6.8%
−1.3%
Reduced · −679 sh
6Vanguard Index FDS
SML CP GRW ETF
$10.8M29.5K
5.8%
−1.1%
Reduced · −315 sh
7Vanguard Intl Equity Index F
ALLWRLD EX US
$8.3M99.2K
4.5%
−1.0%
Reduced · −962 sh
8Vanguard Index FDS
S&P 500 ETF SHS
$4.7M6.9K
2.5%
Held
9Vanguard Index FDS
MCAP VL IDXVIP
$4.5M22.5K
2.4%
+0.1%
Added · +15 sh
10Vanguard Index FDS
TOTAL STK MKT
$3.3M8.9K
1.8%
−0.1%
Reduced · −8 sh
11Vanguard Index FDS
EXTEND MKT ETF
$2.6M10.5K
1.4%
Held
12Vanguard Index FDS
MCAP GR IDXVIP
$2.2M7.1K
1.2%
+0.4%
Added · +30 sh
13Bank Of Amer Corp
COM
$2.0M34.3K
1.0%
Held
14Vanguard World FD
MEGA GRWTH IND
$1.8M20.5K
1.0%
+400%
Added · +16K sh
15Philip Morris Intl Inc
COM
$1.4M7.7K
0.7%
Held
16Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$1.3M18.9K
0.7%
−6.4%
Reduced · −1K sh
17Vanguard Index FDS
LARGE CAP ETF
$980K2.9K
0.5%
−2.6%
Reduced · −75 sh
18Vanguard World FD
ENERGY ETF
$961K6.4K
0.5%
−8.6%
Reduced · −600 sh
19Apple Inc
COM
$804K2.8K
0.4%
−4.5%
Reduced · −130 sh
20Altria Group Inc
COM
$741K10.3K
0.4%
Held
21Truist Finl Corp
COM
$711K14.3K
0.4%
+5.6%
Added · +762 sh
22Exxon Mobil Corp
COM
$707K5.2K
0.4%
−1.7%
Reduced · −91 sh
23American Elec PWR Co Inc
COM
$639K4.7K
0.3%
−2.1%
Reduced · −100 sh
24Ge Aerospace
COM NEW
$565K1.5K
0.3%
−3.2%
Reduced · −50 sh
25Southern Co
COM
$528K5.5K
0.3%
−6.0%
Reduced · −350 sh
26AT&T Inc
COM
$525K25.4K
0.3%
Held
27Ge Vernova Inc
COM
$486K414
0.3%
−4.6%
Reduced · −20 sh
28Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$456K7.6K
0.2%
Held
29Microsoft Corp
COM
$439K1.2K
0.2%
Held
30Mondelez Intl Inc
CL A
$344K5.9K
0.2%
Held
31First TR Exchange Traded FD
RISNG DIVD ACHIV
$335K4.1K
0.2%
Held
32Autozone Inc
COM
$320K100
0.2%
Held
33Dominion Energy Inc
COM
$293K4.3K
0.2%
−2.3%
Reduced · −100 sh
34Ishares TR
S&P MC 400GR ETF
$289K2.5K
0.2%
−3.9%
Reduced · −100 sh
35Adobe Inc
COM
$288K1.4K
0.2%
Held
36Ishares TR
EAFE SML CP ETF
$276K3.4K
0.1%
Held
37Johnson & Johnson
COM
$267K1.1K
0.1%
Held
38Warner Bros Discovery Inc
COM SER A
$265K9.9K
0.1%
Held
39Fidelity Covington Trust
MSCI ENERGY IDX
$264K8.9K
0.1%
−3.8%
Reduced · −350 sh
40Ishares TR
S&P SML 600 GWT
$236K1.3K
0.1%
New
New position
41Invesco QQQ TR
UNIT SER 1
$232K315
0.1%
New
New position
42Vanguard Star FDS
VG TL INTL STK F
$225K2.6K
0.1%
Held
43Ishares TR
SP SMCP600VL ETF
$219K1.6K
0.1%
New
New position
44Ishares TR
S&P MC 400VL ETF
$213K1.4K
0.1%
New
New position
45Norfolk Southn Corp
COM
$203K645
0.1%
New
New position
Showing all 45 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202645$186.6M13F-HR
Q1 2026Mar 31, 2026Apr 29, 202643$165.7M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202642$171.5M13F-HR
Q3 2025Sep 30, 2025Oct 27, 202542$171.4M13F-HR
Q2 2025Jun 30, 2025Jul 17, 202541$161.5M13F-HR
Q1 2025Mar 31, 2025May 2, 202541$146.5M13F-HR
Q4 2024Dec 31, 2024Feb 5, 202540$154.8M13F-HR
Q3 2024Sep 30, 2024Nov 4, 202440$156.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.