Holdings
Donalies Financial Planning, LLC
As of Jun 30, 2026, Donalies Financial Planning, LLC reported 17 positions worth US$19.9M. Largest: Apple Inc, Amazon.com, Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 15,451 | US$4.47M | −545 | Jun 30, 2026 |
| Amazon.com, Inc. | 16,677 | US$3.97M | −444 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 8,417 | US$3.01M | −133 | Jun 30, 2026 |
| Microsoft Corp. | 6,341 | US$2.37M | −59 | Jun 30, 2026 |
| Caterpillar, Inc. | 781 | US$831K | +1 | Jun 30, 2026 |
| Abbvie Inc. | 2,580 | US$649K | +12 | Jun 30, 2026 |
| Nvidia Corporation | 3,108 | US$622K | +3 | Jun 30, 2026 |
| Starbucks Corporation | 6,070 | US$620K | +36 | Jun 30, 2026 |
| Intel Corporation | 4,373 | US$611K | new | Jun 30, 2026 |
| Texas Instruments Incorporated | 2,000 | US$596K | no change | Jun 30, 2026 |