Donalies Financial Planning, LLC

Donalies Financial Planning, LLC reported 74 holdings worth US$117M as of Mar 31, 2026 (Form 13F)

As of Mar 31, 2026 · Filed May 5, 2026

Donalies Financial Planning, LLC reported 74 holdings worth US$117M as of Mar 31, 2026. Filed May 5, 2026 (Form 13F).

Holdings

74

Value as reported

US$117M

Source

View original at SEC

Related

• Donalies Financial Planning, LLC
• Form 13F · Donalies Financial Planning, LLC · Oct 19, 2026
• Form 13F · Donalies Financial Planning, LLC · Aug 6, 2026