# Frisco Financial Planning LLC 13F holdings

> Latest reported SEC 13F equity book. Teaser: top 10 of 29 long-equity positions.
> CIK 2133972. Latest filing Q2 2026, as of quarter end 2026-06-30. Long-equity book $132.7M.

## Top holdings (teaser)

| # | Ticker | Issuer | Value | % of book | Change |
|---|--------|--------|-------|-----------|--------|
| 1 | n/a | Vanguard Small-Cap ETF | $16.2M | 12.2% | Reduced |
| 2 | n/a | Vanguard Tax-Exempt Bond ETF | $15.5M | 11.7% | Added |
| 3 | n/a | Vanguard FTSE Developed Markets ETF | $14.4M | 10.8% | Reduced |
| 4 | n/a | Schwab US Large-Cap ETF | $12.7M | 9.6% | Reduced |
| 5 | n/a | Vanguard Short-Term Infl-Prot Secs ETF | $11.1M | 8.3% | Added |
| 6 | n/a | Vanguard Interm-Term Corp Bd ETF | $10.3M | 7.8% | Reduced |
| 7 | n/a | SPDR S&P 500 ETF Trust | $10.2M | 7.7% | Added |
| 8 | n/a | iShares Core US Aggregate Bond ETF | $9.3M | 7.0% | Added |
| 9 | n/a | iShares Core MSCI Emerging Markets ETF | $7.0M | 5.3% | Reduced |
| 10 | n/a | Vanguard Total International Bond ETF | $5.5M | 4.2% | Added |

## Latest moves

Bought: Vanguard Tax-Exempt Bond ETF, Vanguard Short-Term Infl-Prot Secs ETF, SPDR S&P 500 ETF Trust
Sold: Vanguard Small-Cap ETF, Vanguard FTSE Developed Markets ETF, Schwab US Large-Cap ETF

Counts and totals reflect the 13F filers and securities Arkolith tracks, not the entire institutional universe. Option legs are excluded from the book above.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
- Claude Code: `claude mcp add --transport http arkolith https://arkolith.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"`
- Discovery: `tools/list` is free; `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F-HR (public domain). Long-equity positions only (option legs excluded). Filed quarterly, about a 45-day lag.
- Primary source: https://www.sec.gov/Archives/edgar/data/2133972/000213397226000008/xslForm13F_X02/primary_doc.xml
- Human page: https://arkolith.com/fund/frisco-financial-planning-llc-2133972
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product with a one-time evaluation grant at signup (no card to evaluate). Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._