# EDGAR Filing Document

**Accession Number:** 0002111587
**File Stem:** 0002111587-26-000001
**Filing Date:** 2026-2
**Character Count:** 11914
**Document Hash:** 57caa988854eee7f5527c2be7ad71c4f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002111587-26-000001.hdr.sgml**: 20260217

**ACCESSION NUMBER**: 0002111587-26-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260217

**DATE AS OF CHANGE**: 20260217

**EFFECTIVENESS DATE**: 20260217

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Donalies Financial Planning, LLC
- **CENTRAL INDEX KEY:** 0002111587

**ORGANIZATION NAME:**
- **EIN:** 455322439
- **STATE OF INCORPORATION:** DC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26450
- **FILM NUMBER:** 26636910

**BUSINESS ADDRESS:**
- **STREET 1:** 6607 16TH STREET NORTHWEST
- **CITY:** WASHINGTON
- **STATE:** DC
- **ZIP:** 20012
- **BUSINESS PHONE:** (240) 888-2573

**MAIL ADDRESS:**
- **STREET 1:** 6607 16TH STREET NORTHWEST
- **CITY:** WASHINGTON
- **STATE:** DC
- **ZIP:** 20012

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**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:** Donalies Financial Planning LLC<br>**Address:** 6607 16TH STREET NORTHWEST<br>WASHINGTON, DC 20012

**Form 13F File Number:** 028-26450

**CRD Number (if applicable):** 000164700

**SEC File Number (if applicable):** 801-131667

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:** Charles Donalies<br>**Title:** Principal Chief Compliance Officer<br>**Phone:** 240-888-2573

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

/s/Charles Donalies  Washington, DC  02-17-2026<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:** 70

**Form 13F Information Table Value Total:** $117439197

      (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 |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 384456 | 1683 | SH |  | SOLE |  | 0 | 0 | 1683 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 2200092 | 7029 | SH |  | SOLE |  | 0 | 0 | 7029 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 517561 | 1649 | SH |  | SOLE |  | 0 | 0 | 1649 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 4064509 | 17609 | SH |  | SOLE |  | 0 | 0 | 17609 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 4404838 | 16203 | SH |  | SOLE |  | 0 | 0 | 16203 |
| AT INC | COM | 00206R102 | BBG001S5VWH2 | 296503 | 11937 | SH |  | SOLE |  | 0 | 0 | 11937 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 270090 | 537 | SH |  | SOLE |  | 0 | 0 | 537 |
| CATERPILLAR INC | COM | 149123101 | BBG001S5PJ06 | 386706 | 675 | SH |  | SOLE |  | 0 | 0 | 675 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | BBG01254CL28 | 3770084 | 88583 | SH |  | SOLE |  | 0 | 0 | 88583 |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 | BBG01B92W7S9 | 231832 | 5589 | SH |  | SOLE |  | 0 | 0 | 5589 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | BBG017159MD8 | 367519 | 11110 | SH |  | SOLE |  | 0 | 0 | 11110 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | BBG00Y2PHW26 | 1514831 | 46510 | SH |  | SOLE |  | 0 | 0 | 46510 |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 | BBG01JXC18B3 | 534683 | 9889 | SH |  | SOLE |  | 0 | 0 | 9889 |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | BBG01JY7QW78 | 2111295 | 40112 | SH |  | SOLE |  | 0 | 0 | 40112 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | BBG01BN60P09 | 305468 | 11562 | SH |  | SOLE |  | 0 | 0 | 11562 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | BBG01254K0G0 | 532384 | 12812 | SH |  | SOLE |  | 0 | 0 | 12812 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | BBG01B92VTS2 | 4397440 | 102636 | SH |  | SOLE |  | 0 | 0 | 102636 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | BBG012G21Y06 | 3209269 | 64314 | SH |  | SOLE |  | 0 | 0 | 64314 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | BBG00Y2PGDN6 | 444553 | 11665 | SH |  | SOLE |  | 0 | 0 | 11665 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | BBG01636J356 | 340304 | 10747 | SH |  | SOLE |  | 0 | 0 | 10747 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | BBG01254JDW6 | 699277 | 14583 | SH |  | SOLE |  | 0 | 0 | 14583 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | BBG00Y2JG0C0 | 3272911 | 69934 | SH |  | SOLE |  | 0 | 0 | 69934 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | BBG011DXY6D4 | 12737177 | 321727 | SH |  | SOLE |  | 0 | 0 | 321727 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | BBG011DXXNJ2 | 2871862 | 38720 | SH |  | SOLE |  | 0 | 0 | 38720 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | BBG015DLMLQ7 | 1709396 | 44949 | SH |  | SOLE |  | 0 | 0 | 44949 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | BBG01BN5Z188 | 311720 | 9112 | SH |  | SOLE |  | 0 | 0 | 9112 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | BBG0177CTQC7 | 344160 | 7387 | SH |  | SOLE |  | 0 | 0 | 7387 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | BBG015GTL6R0 | 227175 | 9920 | SH |  | SOLE |  | 0 | 0 | 9920 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | BBG011DXXVM0 | 1291016 | 18530 | SH |  | SOLE |  | 0 | 0 | 18530 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | BBG015DG3GG1 | 481604 | 14643 | SH |  | SOLE |  | 0 | 0 | 14643 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | BBG01B92NHL4 | 5869999 | 135160 | SH |  | SOLE |  | 0 | 0 | 135160 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | BBG011DXY0L8 | 766697 | 12877 | SH |  | SOLE |  | 0 | 0 | 12877 |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | BBG01J9W24S6 | 206922 | 2797 | SH |  | SOLE |  | 0 | 0 | 2797 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | BBG012G2PD33 | 3134338 | 95763 | SH |  | SOLE |  | 0 | 0 | 95763 |
| DIREXION SHS ETF TR | DLY TECH BULL 3X | 25459W102 | BBG001T37KG0 | 733138 | 6240 | SH |  | SOLE |  | 0 | 0 | 6240 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | BBG001TG5H89 | 204780 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| ISHARES TR | US INFRASTRUC | 46435U713 | BBG00KHHFPF1 | 255605 | 4858 | SH |  | SOLE |  | 0 | 0 | 4858 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 249761 | 775 | SH |  | SOLE |  | 0 | 0 | 775 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 3138657 | 6490 | SH |  | SOLE |  | 0 | 0 | 6490 |
| NETFLIX INC | COM | 64110L106 | BBG001SF6L46 | 205334 | 2190 | SH |  | SOLE |  | 0 | 0 | 2190 |
| NEXTERA ENERGY INC | COM | 65339F101 | BBG001S5RB29 | 342891 | 4271 | SH |  | SOLE |  | 0 | 0 | 4271 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 478228 | 2564 | SH |  | SOLE |  | 0 | 0 | 2564 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | BBG0113JGQG9 | 226289 | 822 | SH |  | SOLE |  | 0 | 0 | 822 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | BBG001SRXRD7 | 307585 | 6571 | SH |  | SOLE |  | 0 | 0 | 6571 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 621911 | 912 | SH |  | SOLE |  | 0 | 0 | 912 |
| STARBUCKS CORP | COM | 855244109 | BBG001S72KH6 | 504969 | 5997 | SH |  | SOLE |  | 0 | 0 | 5997 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 562150 | 1250 | SH |  | SOLE |  | 0 | 0 | 1250 |
| TEXAS INSTRS INC | COM | 882508104 | BBG001S5WYZ7 | 346980 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | BBG001ST39R1 | 1169054 | 15011 | SH |  | SOLE |  | 0 | 0 | 15011 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | BBG001ST39Q2 | 373882 | 4744 | SH |  | SOLE |  | 0 | 0 | 4744 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | BBG001SK7DK4 | 3322548 | 44857 | SH |  | SOLE |  | 0 | 0 | 44857 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | BBG004N1LGK2 | 787778 | 16303 | SH |  | SOLE |  | 0 | 0 | 16303 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | BBG001SK3J43 | 274085 | 1311 | SH |  | SOLE |  | 0 | 0 | 1311 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 1651484 | 3385 | SH |  | SOLE |  | 0 | 0 | 3385 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | BBG001SMD2X3 | 1098241 | 12411 | SH |  | SOLE |  | 0 | 0 | 12411 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 12404279 | 19779 | SH |  | SOLE |  | 0 | 0 | 19779 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | BBG001SHVTR2 | 1933587 | 9130 | SH |  | SOLE |  | 0 | 0 | 9130 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | BBG001SHTTV0 | 992187 | 3846 | SH |  | SOLE |  | 0 | 0 | 3846 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 4450031 | 13273 | SH |  | SOLE |  | 0 | 0 | 13273 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 3199316 | 16751 | SH |  | SOLE |  | 0 | 0 | 16751 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | BBG001SHTTZ6 | 1232706 | 22930 | SH |  | SOLE |  | 0 | 0 | 22930 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | BBG003H12XS7 | 1245061 | 25173 | SH |  | SOLE |  | 0 | 0 | 25173 |
| VANGUARD MUN BD FDS | INTERMEDIATE TRM | 922907738 | BBG01L82CC36 | 273086 | 2708 | SH |  | SOLE |  | 0 | 0 | 2708 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | BBG009THVRX1 | 719723 | 14311 | SH |  | SOLE |  | 0 | 0 | 14311 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | BBG001SQX4T3 | 649256 | 2954 | SH |  | SOLE |  | 0 | 0 | 2954 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | BBG001TJR1D8 | 1333896 | 17682 | SH |  | SOLE |  | 0 | 0 | 17682 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 5245007 | 83960 | SH |  | SOLE |  | 0 | 0 | 83960 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | BBG001SS0V24 | 1487307 | 10363 | SH |  | SOLE |  | 0 | 0 | 10363 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | BBG00C863MQ1 | 371836 | 4066 | SH |  | SOLE |  | 0 | 0 | 4066 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | BBG001SHTTR5 | 837898 | 1112 | SH |  | SOLE |  | 0 | 0 | 1112 |

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