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Manager record

Frisco Financial Planning LLC

Frisco, TX · CIK 2133972 · EDGAR filings ↗

The first ingest from SEC EDGAR is still running — this section fills in automatically as filings are parsed. Nothing here is placeholder data: when a number appears, it comes from a real filing.

This filer's filing history is below; full position parsing covers the tracked universe.

Filing record
Jul 02 2026 13F-HR · period Q2 2026

$132.69M · 29 positions · View original SEC filing ↗

May 12 2026 13F-HR · period Q1 2026

$121.23M · 29 positions · View original SEC filing ↗

May 12 2026 13F-HR · period Q4 2025

$119.65M · 26 positions · View original SEC filing ↗

May 12 2026 13F-HR · period Q3 2025

$117.19M · 26 positions · View original SEC filing ↗

May 12 2026 13F-HR · period Q2 2025

$109.93M · 20 positions · View original SEC filing ↗

May 12 2026 13F-HR · period Q1 2025

$103.16M · 20 positions · View original SEC filing ↗

May 12 2026 13F-HR · period Q4 2024

$101.19M · 18 positions · View original SEC filing ↗

Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts. Reporting period: · latest filing Jul 02, 2026 · Change methodology