Financial Planning Fort Collins, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The report lists the firm's contact information, including its address at 375 Horsetooth Rd Building 3, Suite 203, Fort Collins, CO, and identifies Rita Rhodes as the consultant responsible for the filing.
The firm reported a total of 34 positions in its equity portfolio. The holdings are concentrated in large-cap technology and exchange-traded funds (ETFs). The largest individual equity position is in Abbott Laboratories, with 3,399 shares. The firm also holds significant positions in Apple Inc. (709 shares) and Microsoft Corporation (4,589 shares).
A substantial portion of the portfolio is allocated to ETFs, including the SPDR S&P 500 ETF Trust, which holds 102,665 shares, and the SPDR S&P 1500 Growth ETF, which holds 304,495 shares. The firm also holds shares in the Vanguard Morningstar Total Stock Market ETF (21,426 shares) and the Vanguard Morningstar Large Cap ETF (9,816 shares).
Notably, the filing includes a short position in the SPDR Series Trust Short-Term Bond ETF, with 242,423 shares sold short. The firm also holds a short position in NVIDIA Corporation, with 26,300 shares sold short, alongside a long position of 113,751 shares.
