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Frisco Financial Planning LLC

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13F filer, CIK 2133972, FRISCO, TX

Frisco Financial Planning LLC reported $117,190,319 across 26 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 86.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002133972-26-000004

Period
2025-09-30
Reported value
$117M
Holdings
26
Top 10 weight
86.31%
New
8
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AGGnew+119,933$12M
BNDXnew+144,990$7.17M
SCHHadded+14,658$316K
VBadded+833$212K
TSLAnew+404$180K

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
VCITreduced-101,727-$8.56M
VTEBreduced-116,160-$5.82M
VTIPreduced-30,978-$1.57M
SCHXreduced-41,030-$1.08M
VEAreduced-10,029-$601K

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, Q3 2025

Share positions as resolved from 13F-HR 0002133972-26-000004, largest first. % of portfolio is the value over $117,190,319, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,185 shares; 2025Q1: 53,284 shares; 2025Q2: 53,581 shares; 2025Q3: 54,414 shares 54,414$13.8M11.81%+833Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204,854 shares; 2025Q1: 214,782 shares; 2025Q2: 214,005 shares; 2025Q3: 203,976 shares 203,976$12.2M10.43%-10,029Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,933 shares 119,933$12M10.26%newTimeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 472,425 shares; 2025Q1: 478,522 shares; 2025Q2: 483,076 shares; 2025Q3: 442,046 shares 442,046$11.6M9.94%-41,030Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 215,114 shares; 2025Q1: 220,444 shares; 2025Q2: 228,837 shares; 2025Q3: 127,110 shares 127,110$10.7M9.12%-101,727Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 217,375 shares; 2025Q1: 222,683 shares; 2025Q2: 225,844 shares; 2025Q3: 194,866 shares 194,866$9.87M8.42%-30,978Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 281,670 shares; 2025Q1: 297,035 shares; 2025Q2: 301,997 shares; 2025Q3: 185,837 shares 185,837$9.3M7.94%-116,160Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,327 shares; 2025Q1: 13,630 shares; 2025Q2: 13,587 shares; 2025Q3: 13,411 shares 13,411$8.93M7.62%-176Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144,990 shares 144,990$7.17M6.12%newTimeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,728 shares; 2025Q1: 86,644 shares; 2025Q2: 87,673 shares; 2025Q3: 82,738 shares 82,738$5.45M4.65%-4,935Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 176,630 shares; 2025Q1: 182,665 shares; 2025Q2: 185,433 shares; 2025Q3: 200,091 shares 200,091$4.32M3.68%+14,658Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,768 shares; 2025Q1: 36,819 shares; 2025Q2: 37,151 shares; 2025Q3: 38,754 shares 38,754$3.54M3.02%+1,603Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,730 shares; 2025Q1: 118,166 shares; 2025Q2: 123,613 shares; 2025Q3: 124,095 shares 124,095$3.46M2.95%+482Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,761 shares; 2025Q1: 27,502 shares; 2025Q2: 27,078 shares; 2025Q3: 26,546 shares 26,546$2.08M1.77%-532Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,625 shares; 2025Q1: 59,932 shares; 2025Q2: 58,678 shares; 2025Q3: 56,265 shares 56,265$1.31M1.12%-2,413Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 697 shares; 2025Q1: 698 shares; 2025Q2: 960 shares; 2025Q3: 948 shares 948$311K0.27%-12Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,861 shares; 2025Q2: 1,897 shares; 2025Q3: 1,813 shares 1,813$215K0.18%-84Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 404 shares 404$180K0.15%newTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 235 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 257 shares 257$158K0.13%+21Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 195 shares 195$101K0.09%newTimeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 784 shares; 2025Q1: 786 shares; 2025Q2: 1,386 shares; 2025Q3: 1,393 shares 1,393$99.4K0.08%+7Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 132 shares 132$66.4K0.06%newTimeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 654 shares; 2025Q1: 654 shares; 2025Q2: 657 shares; 2025Q3: 661 shares 661$58.3K0.05%+4Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares 303$55.3K0.05%newTimeline
ISHARES GOLD TRUSTISHARES GOLD TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 751 shares 751$54.6K0.05%new
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 633 shares 633$34.3K0.03%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SGOVISHARES TR269$27Kshares
BNDVANGUARD BD INDEX FDS2$149shares

How Q3 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 0002133972-26-000004 base2026-05-12acceptance time not in the bulk data set