Donalies Financial Planning, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing lists a total of 78 holdings, with the firm identifying Charles Donalies as the Principal and Chief Compliance Officer.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with holdings including Dimensional ETF Trust funds covering various market sectors such as US Core Equity, International Equity, and Emerging Markets. Significant positions are also held in Vanguard Index Funds, including the S&P 500 ETF Shares and Morningstar Small Cap ETF.
Among individual equities, the largest positions include Alphabet Inc. Class A and Class C shares, Amazon.com Inc., Apple Inc., and Microsoft Corporation. Other notable holdings include Berkshire Hathaway Inc. Class B, NVIDIA Corporation, and Costco Wholesale Corporation.
