Holdings
Fee-Only Financial Planning, L.C.
As of Jun 30, 2026, Fee-Only Financial Planning, L.C. reported 19 positions worth US$11.5M. Largest: Bank Of America Corporation, Philip Morris International Inc and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Bank Of America Corporation | 34,317 | US$1.96M | no change | Jun 30, 2026 |
| Philip Morris International Inc | 7,666 | US$1.39M | no change | Jun 30, 2026 |
| Apple Inc | 2,777 | US$804K | −130 | Jun 30, 2026 |
| Altria Group, Inc. | 10,303 | US$741K | no change | Jun 30, 2026 |
| Truist Financial Corporation | 14,268 | US$711K | +762 | Jun 30, 2026 |
| Exxon Mobil Corporation | 5,172 | US$707K | −91 | Jun 30, 2026 |
| American Electric Power Company, Inc. | 4,669 | US$639K | −100 | Jun 30, 2026 |
| Ge Aerospace | 1,512 | US$565K | −50 | Jun 30, 2026 |
| Southern Company (the) | 5,518 | US$528K | −350 | Jun 30, 2026 |
| At&t Inc. | 25,377 | US$525K | no change | Jun 30, 2026 |