13F HOLDINGS REPORT

Donalies Financial Planning, LLC

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002111587-26-000001

Total Value

$117.4M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (70)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	321,727	$12.7M	10.85%
2	VANGUARD INDEX FDS	922908363	19,779	$12.4M	10.56%
3	DIMENSIONAL ETF TRUST	25434V716	135,160	$5.9M	5.00%
4	VANGUARD TAX-MANAGED FDS	921943858	83,960	$5.2M	4.47%
5	VANGUARD INDEX FDS	922908769	13,273	$4.5M	3.79%
6	APPLE INC	AAPL	16,203	$4.4M	3.75%
7	DIMENSIONAL ETF TRUST	25434V690	102,636	$4.4M	3.74%
8	AMAZON COM INC	AMZN	17,609	$4.1M	3.46%
9	DIMENSIONAL ETF TRUST	25434V872	88,583	$3.8M	3.21%
10	VANGUARD BD INDEX FDS	921937835	44,857	$3.3M	2.83%
11	DIMENSIONAL ETF TRUST	25434V104	69,934	$3.3M	2.79%
12	DIMENSIONAL ETF TRUST	25434V807	64,314	$3.2M	2.73%
13	VANGUARD INDEX FDS	922908744	16,751	$3.2M	2.72%
14	MICROSOFT CORP	MSFT	6,490	$3.1M	2.67%
15	DIMENSIONAL ETF TRUST	25434V880	95,763	$3.1M	2.67%
16	DIMENSIONAL ETF TRUST	25434V401	38,720	$2.9M	2.45%
17	ALPHABET INC	GOOG	7,029	$2.2M	1.87%
18	DIMENSIONAL ETF TRUST	25434V575	40,112	$2.1M	1.80%
19	VANGUARD INDEX FDS	922908611	9,130	$1.9M	1.65%
20	DIMENSIONAL ETF TRUST	25434V831	44,949	$1.7M	1.46%
21	VANGUARD INDEX FDS	922908736	3,385	$1.7M	1.41%
22	DIMENSIONAL ETF TRUST	25434V302	46,510	$1.5M	1.29%
23	VANGUARD WHITEHALL FDS	921946406	10,363	$1.5M	1.27%
24	VANGUARD STAR FDS	921909768	17,682	$1.3M	1.14%
25	DIMENSIONAL ETF TRUST	25434V500	18,530	$1.3M	1.10%
26	VANGUARD MALVERN FDS	922020805	25,173	$1.2M	1.06%
27	VANGUARD INTL EQUITY INDEX F	922042858	22,930	$1.2M	1.05%
28	VANGUARD BD INDEX FDS	921937819	15,011	$1.2M	1.00%
29	VANGUARD INDEX FDS	922908553	12,411	$1.1M	0.94%
30	VANGUARD INDEX FDS	922908751	3,846	$992,187	0.84%
31	VANGUARD WORLD FD	92204A702	1,112	$837,898	0.71%
32	VANGUARD CHARLOTTE FDS	92203J407	16,303	$787,778	0.67%
33	DIMENSIONAL ETF TRUST	25434V609	12,877	$766,697	0.65%
34	DIREXION SHS ETF TR	25459W102	6,240	$733,138	0.62%
35	VANGUARD MUN BD FDS	922907746	14,311	$719,723	0.61%
36	DIMENSIONAL ETF TRUST	25434V864	14,583	$699,277	0.60%
37	VANGUARD SPECIALIZED FUNDS	921908844	2,954	$649,256	0.55%
38	SPDR S&P 500 ETF TR	SPY	912	$621,911	0.53%
39	TESLA INC	TSLA	1,250	$562,150	0.48%
40	DIMENSIONAL ETF TRUST	25434V583	9,889	$534,683	0.46%
41	DIMENSIONAL ETF TRUST	25434V856	12,812	$532,384	0.45%
42	ALPHABET INC	GOOG	1,649	$517,561	0.44%
43	STARBUCKS CORP	SBUX	5,997	$504,969	0.43%
44	DIMENSIONAL ETF TRUST	25434V815	14,643	$481,604	0.41%
45	NVIDIA CORPORATION	NVDA	2,564	$478,228	0.41%
46	DIMENSIONAL ETF TRUST	25434V203	11,665	$444,553	0.38%
47	CATERPILLAR INC	CAT	675	$386,706	0.33%
48	ABBVIE INC	ABBV	1,683	$384,456	0.33%
49	VANGUARD BD INDEX FDS	921937827	4,744	$373,882	0.32%
50	VANGUARD WHITEHALL FDS	921946810	4,066	$371,836	0.32%
51	DIMENSIONAL ETF TRUST	25434V732	11,110	$367,519	0.31%
52	TEXAS INSTRS INC	882508104	2,000	$346,980	0.30%
53	DIMENSIONAL ETF TRUST	25434V724	7,387	$344,160	0.29%
54	NEXTERA ENERGY INC	NEE-PW	4,271	$342,891	0.29%
55	DIMENSIONAL ETF TRUST	25434V765	10,747	$340,304	0.29%
56	DIMENSIONAL ETF TRUST	25434V666	9,112	$311,720	0.27%
57	SPDR INDEX SHS FDS	78463X509	6,571	$307,585	0.26%
58	DIMENSIONAL ETF TRUST	25434V658	11,562	$305,468	0.26%
59	AT&T INC	T-PC	11,937	$296,503	0.25%
60	VANGUARD INDEX FDS	922908652	1,311	$274,085	0.23%
61	VANGUARD MUN BD FDS	922907738	2,708	$273,086	0.23%
62	BERKSHIRE HATHAWAY INC DEL	BRK-A	537	$270,090	0.23%
63	ISHARES TR	46435U713	4,858	$255,605	0.22%
64	JPMORGAN CHASE & CO.	VYLD	775	$249,761	0.21%
65	DIMENSIONAL ETF TRUST	25434V682	5,589	$231,832	0.20%
66	DIMENSIONAL ETF TRUST	25434V823	9,920	$227,175	0.19%
67	SEAGATE TECHNOLOGY HLDNGS PL	SE	822	$226,289	0.19%
68	DIMENSIONAL ETF TRUST	25434V617	2,797	$206,922	0.18%
69	NETFLIX INC	NFLX	2,190	$205,334	0.17%
70	ISHARES TR	46429B747	2,000	$204,780	0.17%