SEC Form 13F

Financial Planning Fort Collins, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-11
Reported value$132,024,318
Positions33

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPTMST STR PR SP1500$27,513,470301,484
NVIDIA CORPORATIONNVDACOM$23,067,036113,754
SPDR SERIES TRUSTSPABST STR AGGRE ETF$13,085,385517,005
SPDR INDEX SHS FDSSPDWST STR PO EX ETF$11,963,868238,847
VANGUARD INDEX FDSVTITOTAL STK MKT$7,498,44920,187
ISHARES TRMUBNATIONAL MUN ETF$6,116,30457,194
NVIDIA CORPORATIONNVDACOM$5,333,11426,300
SPDR INDEX SHS FDSSPEMST PORT MARK ETF$5,264,220101,842
VANGUARD INDEX FDSVVLARGE CAP ETF$3,422,7569,882
VANGUARD INDEX FDSVBSMALL CP ETF$3,374,11111,297

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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