Financial Planning Fort Collins, LLC
Financial Planning Fort Collins, LLC reported 33 holdings worth US$132M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 10, 2026
Financial Planning Fort Collins, LLC reported 33 holdings worth US$132M as of Jun 30, 2026. Largest: Nvidia Corporation, Woodward, Inc. and Microsoft Corp. Filed Jul 10, 2026 (Form 13F).
- Holdings
- 33
- Value as reported
- US$132M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 114K | US$23.1M | 17.5% |
| Woodward, Inc. | 3,627 | US$1.46M | 1.1% |
| Microsoft Corp. | 1,949 | US$749K | 0.57% |
| Cisco Systems, Inc. | 5,014 | US$593K | 0.45% |
| Aurora Innovation, Inc. | 93,280 | US$586K | 0.44% |
| Abbvie Inc. | 1,826 | US$456K | 0.35% |
| Abbott Laboratories | 3,386 | US$320K | 0.24% |
| Alphabet Inc (google) Class C | 792 | US$284K | 0.22% |
| Walmart Inc. | 2,133 | US$239K | 0.18% |
| Apple Inc | 704 | US$223K | 0.17% |