SEC Form 13F

Defined Financial Planning LLC 13F Holdings

Report period2025-09-30
Publicly available2025-10-16
Reported value$120,553,737
Positions65

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$14,187,500436,270
WISDOMTREE TRDGRWUS QTLY DIV GRT$9,426,466105,749
J P MORGAN EXCHANGE TRADED FJVALUS VALUE FACTR$7,477,541155,620
WISDOMTREE TRDDWMDYNAMIC INTL EQT$6,937,940164,875
WISDOMTREE TRAGGYYIELD ENHANCD US$6,731,940152,014
NORTHERN LTS FD TR IVSECTMAIN SECTR ROTN$6,549,498102,705
SPDR INDEX SHS FDSSPDWPORTFOLIO DEVLPD$6,033,893138,870
WISDOMTREE TRXSOEEM EX ST-OWNED$5,271,567136,181
WISDOMTREE TRDONUS MIDCAP DIVID$4,249,36381,593
WISDOMTREE TRUSMFUS MULTIFACTOR$4,165,88180,252

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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