Manager record

Frisco Financial Planning LLC

Frisco, TX · CIK 2133972 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$128.52MReported 13F valueQ3 2026 · as filed

34Holdings listed

-3.1%vs prior quartervalue change includes market moves

8Quarters on record

Oct 05Latest filed

Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.

Filing record

Oct 05 2026 13F-HR · period Q3 2026

$128.52M · 34 holdings listed · View original SEC filing ↗

Jul 02 2026 13F-HR · period Q2 2026

$132.69M · 29 holdings listed · View original SEC filing ↗

May 12 2026 13F-HR · period Q4 2025

$119.65M · 26 holdings listed · View original SEC filing ↗

May 12 2026 13F-HR · period Q3 2025

$117.19M · 26 holdings listed · View original SEC filing ↗

May 12 2026 13F-HR · period Q2 2025

$109.93M · 20 holdings listed · View original SEC filing ↗

May 12 2026 13F-HR · period Q1 2025

$103.16M · 20 holdings listed · View original SEC filing ↗

May 12 2026 13F-HR · period Q4 2024

$101.19M · 18 holdings listed · View original SEC filing ↗

May 12 2026 13F-HR · period Q1 2026

$121.23M · 29 holdings listed · View original SEC filing ↗

Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 05, 2026 · Change methodology

☆ Frisco Financial Planning LLC

Frisco Financial Planning LLC