# EDGAR Filing Document

**Accession Number:** 0001792851
**File Stem:** 0001792851-23-000001
**Filing Date:** 2023-2
**Character Count:** 7684
**Document Hash:** 69414d1295e22fb23b24bc31d34d63ce
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001792851-23-000001.hdr.sgml**: 20230207

**ACCESSION NUMBER**: 0001792851-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230207

**DATE AS OF CHANGE**: 20230206

**EFFECTIVENESS DATE**: 20230207

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Fiduciary Planning LLC
- **CENTRAL INDEX KEY:** 0001792851
- **IRS NUMBER:** 834504962
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20098
- **FILM NUMBER:** 23592077

**BUSINESS ADDRESS:**
- **STREET 1:** 3111 NORTH UNIVERSITY DRIVE, SUITE 404
- **CITY:** CORAL SPRINGS
- **STATE:** FL
- **ZIP:** 33065
- **BUSINESS PHONE:** 610-399-1500

**MAIL ADDRESS:**
- **STREET 1:** 3111 NORTH UNIVERSITY DRIVE, SUITE 404
- **CITY:** CORAL SPRINGS
- **STATE:** FL
- **ZIP:** 33065

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Fiduciary Planning LLC<br>**Address:** 3111 NORTH UNIVERSITY DRIVE SUITE 404<br>CORAL SPRINGS, FL 33065

**Form 13F File Number:** 028-20098

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Alan Gilmore<br>**Title:** Attorney<br>**Phone:** 609 730-0100

**Signature, Place, and Date of Signing:**

Alan Gilmore  Pennington, NJ  02-06-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 42

**Form 13F Information Table Value Total:** $206201

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 630 | 5252 | SH |  | SOLE |  | 5252 | 0 | 0 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 977 | 2904 | SH |  | SOLE |  | 2904 | 0 | 0 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 986 | 3200 | SH |  | SOLE |  | 3200 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 923 | 10456 | SH |  | SOLE |  | 10456 | 0 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 764 | 3605 | SH |  | SOLE |  | 3605 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1427 | 10981 | SH |  | SOLE |  | 10981 | 0 | 0 |
| ETF SER SOLUTIONS | APTUS ENHANCED | 26922B642 |  | 31127 | 1241617 | SH |  | SOLE |  | 1241617 | 0 | 0 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 997 | 7434 | SH |  | SOLE |  | 7434 | 0 | 0 |
| CHEMED CORP NEW | COM | 16359R103 |  | 1144 | 2240 | SH |  | SOLE |  | 2240 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 329 | 1834 | SH |  | SOLE |  | 1834 | 0 | 0 |
| CHURCH  DWIGHT CO INC | COM | 171340102 |  | 293 | 3629 | SH |  | SOLE |  | 3629 | 0 | 0 |
| COPART INC | COM | 217204106 |  | 1118 | 18366 | SH |  | SOLE |  | 18366 | 0 | 0 |
| DOLLAR GEN CORP NEW | COM | 256677105 |  | 1165 | 4730 | SH |  | SOLE |  | 4730 | 0 | 0 |
| DORMAN PRODS INC | COM | 258278100 |  | 248 | 3064 | SH |  | SOLE |  | 3064 | 0 | 0 |
| ETF SER SOLUTIONS | APTUS DEFINED | 26922A388 |  | 39514 | 1543502 | SH |  | SOLE |  | 1543502 | 0 | 0 |
| ETF SER SOLUTIONS | APTUS DRAWDOWN | 26922A784 |  | 17820 | 530577 | SH |  | SOLE |  | 530577 | 0 | 0 |
| ETF SER SOLUTIONS | APTUS COLLARED | 26922A222 |  | 29644 | 1028236 | SH |  | SOLE |  | 1028236 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 696 | 6312 | SH |  | SOLE |  | 6312 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 282 | 1315 | SH |  | SOLE |  | 1315 | 0 | 0 |
| ETF SER SOLUTIONS | INTL DRAWDWN MNG | 26922B709 |  | 12280 | 645519 | SH |  | SOLE |  | 645519 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 458 | 3244 | SH |  | SOLE |  | 3244 | 0 | 0 |
| ISHARES TR | INTL DIV GRWTH | 46435G524 |  | 6513 | 113010 | SH |  | SOLE |  | 113010 | 0 | 0 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 267 | 2217 | SH |  | SOLE |  | 2217 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 592 | 3353 | SH |  | SOLE |  | 3353 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1678 | 12509 | SH |  | SOLE |  | 12509 | 0 | 0 |
| LISTED FD TR | HORIZON KINETICS | 53656F623 |  | 7563 | 240260 | SH |  | SOLE |  | 240260 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1363 | 5682 | SH |  | SOLE |  | 5682 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 900 | 6162 | SH |  | SOLE |  | 6162 | 0 | 0 |
| ETF SER SOLUTIONS | OPUS SML CP VL | 26922A446 |  | 16556 | 534336 | SH |  | SOLE |  | 534336 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 312 | 6093 | SH |  | SOLE |  | 6093 | 0 | 0 |
| PIONEER NAT RES CO | COM | 723787107 |  | 1097 | 4805 | SH |  | SOLE |  | 4805 | 0 | 0 |
| PULTE GROUP INC | COM | 745867101 |  | 1201 | 26383 | SH |  | SOLE |  | 26383 | 0 | 0 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 1086 | 2514 | SH |  | SOLE |  | 2514 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 252 | 8500 | SH |  | SOLE |  | 8500 | 0 | 0 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 8119 | 180512 | SH |  | SOLE |  | 180512 | 0 | 0 |
| T ROWE PRICE ETF INC | PRICE DIV GRWT | 87283Q404 |  | 4984 | 158783 | SH |  | SOLE |  | 158783 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1149 | 2167 | SH |  | SOLE |  | 2167 | 0 | 0 |
| VANGUARD WORLD FDS | ENERGY ETF | 92204A306 |  | 650 | 5363 | SH |  | SOLE |  | 5363 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 4166 | 99253 | SH |  | SOLE |  | 99253 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 2754 | 70642 | SH |  | SOLE |  | 70642 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 1072 | 18546 | SH |  | SOLE |  | 18546 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1105 | 5319 | SH |  | SOLE |  | 5319 | 0 | 0 |

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