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Frisco Financial Planning - Q2 2026 13F Filings

FR

Frisco Financial Planning LLC

CIK: 0002133972
Address: Texas Frisco 4737 Parkside Drive
$132.69 M
Portfolio Value
29
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/02/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VTEB Vanguard Tax-Exempt Bond Etf
+$1.47 M
2. SPLG Spdr Portfolio S&P 500 Etf
+$355,033.4
3. AGG Ishares Core Us Aggregate Bond Etf
+$269,820.89
4. SCHH Schwab Us Reit Etf
+$250,297.79
5. VTIP Vanguard Short-Term Tips
+$227,340.81

Top Sells

Q2 2026
1. VCIT Vanguard Intermediate-Term Corporate Bond Etf
−$593,755.78
2. VEA Vanguard Ftse Developed Markets Etf
−$457,424.98
3. SCHX Schwab Us Large-Cap Etf
−$375,467.71
4. VB Vanguard Small-Cap Etf
−$328,276.7
5. IEMG Ishares Core Msci Emerging Markets Etf
−$144,803.74

Asset Allocation

Stocks/ETFs
+9.45%
$132.63 M 99.95%
Options
$0 0.00%
Debt
$0 0.00%
Other
+4.42%
$66,051 0.05%

Sector Allocation (Stocks)

Frisco Financial Planning Q2 2026 Filing Summary

Frisco Financial Planning LLC filed its 13F report for Q2 2026 on July 02, 2026. The portfolio totaled 132.69 M reflecting a +9.45% change from the prior quarter, spanning 29 assets. The top 10 holdings comprised 84.6% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Frisco Financial Planning’s Q2 2026 Filing

Frisco Financial Planning submitted their Form 13F-HR for the Q2 2026 period on 07/02/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Frisco Financial Planning reported a managed portfolio value of 132.69 M, consisting of 29 individual positions.

This page displays the raw filing documents. To see which stocks Frisco Financial Planning bought or sold during Q2 2026, please visit Frisco Financial Planning's Portfolio Analysis page.