Donalies Financial Planning, LLC
Donalies Financial Planning, LLC reported 78 holdings worth US$136M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Donalies Financial Planning, LLC reported 78 holdings worth US$136M as of Jun 30, 2026. Largest: Apple Inc, Amazon.com, Inc. and Alphabet Inc (google) Class C. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 78
- Value as reported
- US$136M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 15,451 | US$4.47M | 3.3% |
| Amazon.com, Inc. | 16,677 | US$3.97M | 2.9% |
| Alphabet Inc (google) Class C | 8,417 | US$3.01M | 2.2% |
| Microsoft Corp. | 6,341 | US$2.37M | 1.7% |
| Caterpillar, Inc. | 781 | US$831K | 0.61% |
| Abbvie Inc. | 2,580 | US$649K | 0.48% |
| Nvidia Corporation | 3,108 | US$622K | 0.46% |
| Starbucks Corporation | 6,070 | US$620K | 0.46% |
| Intel Corporation | 4,373 | US$611K | 0.45% |
| Texas Instruments Incorporated | 2,000 | US$596K | 0.44% |
| Tesla, Inc. | 1,250 | US$526K | 0.39% |
| Nextera Energy, Inc. | 4,320 | US$379K | 0.28% |
| Eli Lilly And Company | 225 | US$270K | 0.20% |
| Berkshire Hathaway Inc. | 537 | US$269K | 0.20% |
| Jp Morgan Chase & Co. | 775 | US$254K | 0.19% |
| At&t Inc. | 12,189 | US$252K | 0.19% |
| Cisco Systems, Inc. | 1,950 | US$229K | 0.17% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |