Skip to content
Disclosery

13F-HR filed by Defined Financial Planning LLC

Defined Financial Planning LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-15, with 65 holding rows worth $120,553,737.

Accession
0001754960-25-000660
Filer
CIK 2056559
Filed
2025-10-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 65 entries on the cover page, a total value of $120,553,737 stated on the cover page (in dollars after the unit check, H1), rows summing to $120,553,737 with VALUE read as dollars as filed, 13F file number 028-25060. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Schwab U.S. Large-Cap Growth ETF808524300SHS436,270$14,187,500dollars as filed
WISDOMTREE TR97717X669US QTLY DIV GRT105,749$9,426,466dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q753US VALUE FACTR155,620$7,477,541dollars as filed
WISDOMTREE TR97717X263CURRNCY INT EQ164,875$6,937,940dollars as filed
WISDOMTREE TR97717X511YIELD ENHANCD US152,014$6,731,940dollars as filed
NORTHERN LTS FD TR IV66538H591CMN102,705$6,549,498dollars as filed
SPDW78463X889COM138,870$6,033,893dollars as filed
WISDOMTREE TR97717X578EM EX ST-OWNED136,181$5,271,567dollars as filed
WISDOMTREE TR97717W505US MIDCAP DIVID81,593$4,249,363dollars as filed
WISDOMTREE TR97717Y857US MULTIFACTOR80,252$4,165,881dollars as filed
JPMORGAN ACTIVE BOND ETF46654Q716COM74,543$4,032,031dollars as filed
WISDOMTREE TR97717Y725MORTGAGE PLUS BD84,968$3,795,096dollars as filed
NVIDIA Corp67066G104COM18,502$3,498,913dollars as filed
Apple Inc037833100COM12,552$3,239,169dollars as filed
Microsoft Corp594918104COM5,912$3,102,913dollars as filed
WISDOMTREE TR97717W562US SMALLCAP FUND51,262$2,849,655dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS36,330$2,833,377dollars as filed
NORTHERN LTS FD TR IV66538H179CMN147,399$2,098,962dollars as filed
WISDOMTREE TR97717W422INDIA ERNGS FD44,468$1,985,052dollars as filed
WISDOMTREE TR97717X172US HGH YLD CORP35,259$1,639,544dollars as filed
Amazon.com, Inc023135106COM5,636$1,269,340dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U612VEST US EQUITY M35,053$1,143,422dollars as filed
Broadcom Inc.11135F101COM3,261$1,126,676dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,419$1,080,976dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U497FT VEST MAX DECE29,595$956,652dollars as filed
SPDR GOLD TR78463V107GOLD SHS2,393$890,914dollars as filed
THOR FINL TECHNOLOGIES TR885155200CMN27,389$870,422dollars as filed
SPY78462F103SHS1,241$835,330dollars as filed
META PLATFORMS INC CL A30303M102COM817$586,475dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,386$585,668dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U703FT VEST LADDERED20,872$578,259dollars as filed
PROSHARES TR74347R107PSHS ULT S&P 5004,882$558,208dollars as filed
McDonalds Corporation580135101COM1,722$506,957dollars as filed
Eli Lilly and Company532457108COM570$482,060dollars as filed
JPMorgan Chase & Co46625H100COM1,518$461,518dollars as filed
Tesla Motors, Inc88160R101COM1,007$441,761dollars as filed
International Business Machines Corporation459200101COM1,511$437,374dollars as filed
Eaton Corp. PlcG29183103COM1,016$382,727dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F136FT VEST US EQUIT11,858$382,231dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U554FT VEST US EQUTY12,116$381,775dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U588VEST US EQUITY M11,253$381,306dollars as filed
Johnson & Johnson478160104COM1,926$365,343dollars as filed
Procter & Gamble Co742718109COM2,416$364,067dollars as filed
Netflix, Inc64110L106COM280$339,990dollars as filed
EXXON MOBIL CORP30231G102COM2,605$297,022dollars as filed
Visa Inc92826C839COM839$294,791dollars as filed
EXELON CORP COM30161N101Stock6,234$290,629dollars as filed
Berkshire Hathaway Inc084670702COM566$282,909dollars as filed
Walmart Inc.931142103COM2,745$282,461dollars as filed
IShares Bitcoin Trust Registered46438F101SHS4,005$280,590dollars as filed
Coca-Cola Company191216100COM4,218$278,894dollars as filed
Cisco Systems,Inc.17275R102COM3,920$275,694dollars as filed
American Express Company025816109COM793$256,789dollars as filed
Oracle Corporation68389X105COM872$251,685dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock800$245,552dollars as filed
AbbVie,Inc.00287Y109COM1,059$244,883dollars as filed
Lam Research Corporation512807306COM1,697$241,890dollars as filed
MasterCard, Inc57636Q104COM405$233,458dollars as filed
Automatic Data Processing,Inc.053015103COM766$222,676dollars as filed
TJX Companies Inc872540109COM1,511$212,613dollars as filed
Costco Wholesale Corporation22160K105COM231$211,319dollars as filed
Caterpillar Inc.149123101COM420$210,890dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock10,082$180,367dollars as filed
SHENANDOAH TELECOMMUNICATION82312B106COMMON STOCK10,958$150,892dollars as filed
TELEFONICA S A SPONSORED ADR879382208ADR18,433$91,981dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-25-000660this filing2025-10-15acceptance time not in the bulk data set