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Frisco Financial Planning LLC

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13F filer, CIK 2133972, FRISCO, TX

Frisco Financial Planning LLC reported $109,930,471 across 20 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 93.45% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002133972-26-000003

Period
2025-06-30
Reported value
$110M
Holdings
20
Top 10 weight
93.45%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VCITadded+8,393$696K
VTEBadded+4,962$243K
VTIPadded+3,161$159K
SCHAadded+5,447$138K
SCHXadded+4,554$111K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VEAreduced-777-$44.3K
SPYMreduced-424-$30.8K
SGOVreduced-295-$29.7K
SCHFreduced-1,254-$27.7K
SPYreduced-43-$26.6K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0002133972-26-000003, largest first. % of portfolio is the value over $109,930,471, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 215,114 shares; 2025Q1: 220,444 shares; 2025Q2: 228,837 shares 228,837$19M17.26%+8,393Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 281,670 shares; 2025Q1: 297,035 shares; 2025Q2: 301,997 shares 301,997$14.8M13.47%+4,962Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,185 shares; 2025Q1: 53,284 shares; 2025Q2: 53,581 shares 53,581$12.7M11.55%+297Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204,854 shares; 2025Q1: 214,782 shares; 2025Q2: 214,005 shares 214,005$12.2M11.1%-777Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 472,425 shares; 2025Q1: 478,522 shares; 2025Q2: 483,076 shares 483,076$11.8M10.74%+4,554Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 217,375 shares; 2025Q1: 222,683 shares; 2025Q2: 225,844 shares 225,844$11.4M10.33%+3,161Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,327 shares; 2025Q1: 13,630 shares; 2025Q2: 13,587 shares 13,587$8.39M7.64%-43Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,728 shares; 2025Q1: 86,644 shares; 2025Q2: 87,673 shares 87,673$5.26M4.79%+1,029Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 176,630 shares; 2025Q1: 182,665 shares; 2025Q2: 185,433 shares 185,433$3.92M3.57%+2,768Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,768 shares; 2025Q1: 36,819 shares; 2025Q2: 37,151 shares 37,151$3.31M3.01%+332Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,730 shares; 2025Q1: 118,166 shares; 2025Q2: 123,613 shares 123,613$3.13M2.84%+5,447Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,761 shares; 2025Q1: 27,502 shares; 2025Q2: 27,078 shares 27,078$1.97M1.79%-424Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,625 shares; 2025Q1: 59,932 shares; 2025Q2: 58,678 shares 58,678$1.3M1.18%-1,254Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 697 shares; 2025Q1: 698 shares; 2025Q2: 960 shares 960$292K0.27%+262Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,861 shares; 2025Q2: 1,897 shares 1,897$207K0.19%+36Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 235 shares; 2025Q1: 236 shares; 2025Q2: 236 shares 236$134K0.12%0Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 784 shares; 2025Q1: 786 shares; 2025Q2: 1,386 shares 1,386$93.1K0.08%+600Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 654 shares; 2025Q1: 654 shares; 2025Q2: 657 shares 657$54.8K0.05%+3Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 564 shares; 2025Q2: 269 shares 269$27K0.02%-295Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares 2$149<0.01%0Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002133972-26-000003 base2026-05-12acceptance time not in the bulk data set