Frisco Financial Planning LLC reported 34 holdings worth US$129M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 5, 2026
Frisco Financial Planning LLC reported 34 holdings worth US$129M as of Sep 30, 2026. Largest: Tesla, Inc., Microsoft Corp. and Berkshire Hathaway Inc. Filed Oct 5, 2026 (Form 13F).
- Holdings
- 34
- Value as reported
- US$129M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Tesla, Inc. | 404 | US$143K | 0.11% |
| Microsoft Corp. | 132 | US$67,703 | 0.05% |
| Berkshire Hathaway Inc. | 132 | US$65,729 | 0.05% |
| Meritage Homes Corporation | 346 | US$21,746 | 0.02% |
| Netflix, Inc. | 70 | US$4,871 | <0.01% |
| Costco Wholesale Corporation | 1 | US$910 | <0.01% |
| Lululemon Athletica Inc. | 3 | US$289 | <0.01% |
| Ford Mtr Co Del | 5 | US$60 | <0.01% |