# EDGAR Filing Document

**Accession Number:** 0002056559
**File Stem:** 0001754960-25-000660
**Filing Date:** 2025-10
**Character Count:** 10130
**Document Hash:** 37e02ac6d3112c20a85be9442f413247
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-25-000660.hdr.sgml**: 20251015

**ACCESSION NUMBER**: 0001754960-25-000660

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251015

**DATE AS OF CHANGE**: 20251014

**EFFECTIVENESS DATE**: 20251015

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Defined Financial Planning LLC
- **CENTRAL INDEX KEY:** 0002056559

**ORGANIZATION NAME:**
- **EIN:** 850655239
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25060
- **FILM NUMBER:** 251393228

**BUSINESS ADDRESS:**
- **STREET 1:** 899 NORTHGATE DRIVE
- **STREET 2:** SUITE 300
- **CITY:** SAN RAFAEL
- **STATE:** CA
- **ZIP:** 94903
- **BUSINESS PHONE:** 5102008655

**MAIL ADDRESS:**
- **STREET 1:** 899 NORTHGATE DRIVE
- **STREET 2:** SUITE 300
- **CITY:** SAN RAFAEL
- **STATE:** CA
- **ZIP:** 94903

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**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:** Defined Financial Planning LLC<br>**Address:** 899 NORTHGATE DRIVE<br>SUITE 300<br>SAN RAFAEL, CA 94903

**Form 13F File Number:** 028-25060

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:** Aryn Sands<br>**Title:** Agent<br>**Phone:** 844-844-3453

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

Aryn Sands  Reno, NV  10-14-2025<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:** 65

**Form 13F Information Table Value Total:** $120553737

      (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 |
| EATON CORP PLC | SHS | G29183103 |  | 382727 | 1016 | SH |  | SOLE |  | 1016 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 244883 | 1059 | SH |  | SOLE |  | 1059 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 585668 | 2386 | SH |  | SOLE |  | 2386 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1080976 | 4419 | SH |  | SOLE |  | 4419 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1269340 | 5636 | SH |  | SOLE |  | 5636 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 256789 | 793 | SH |  | SOLE |  | 793 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3239169 | 12552 | SH |  | SOLE |  | 12552 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 222676 | 766 | SH |  | SOLE |  | 766 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 282909 | 566 | SH |  | SOLE |  | 566 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 1126676 | 3261 | SH |  | SOLE |  | 3261 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 210890 | 420 | SH |  | SOLE |  | 420 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 275694 | 3920 | SH |  | SOLE |  | 3920 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 278894 | 4218 | SH |  | SOLE |  | 4218 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 211319 | 231 | SH |  | SOLE |  | 231 | 0 | 0 |
| EXELON CORP | COM | 30161N101 |  | 290629 | 6234 | SH |  | SOLE |  | 6234 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 297022 | 2605 | SH |  | SOLE |  | 2605 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 586475 | 817 | SH |  | SOLE |  | 817 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQUIT | 33740F136 |  | 382231 | 11858 | SH |  | SOLE |  | 11858 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQUIT | 33740U497 |  | 956652 | 29595 | SH |  | SOLE |  | 29595 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQUTY | 33740U554 |  | 381775 | 12116 | SH |  | SOLE |  | 12116 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | VEST US EQUITY M | 33740U588 |  | 381306 | 11253 | SH |  | SOLE |  | 11253 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | VEST US EQUITY M | 33740U612 |  | 1143422 | 35053 | SH |  | SOLE |  | 35053 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U703 |  | 578259 | 20872 | SH |  | SOLE |  | 20872 | 0 | 0 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 245552 | 800 | SH |  | SOLE |  | 800 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 437374 | 1511 | SH |  | SOLE |  | 1511 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 280590 | 4005 | SH |  | SOLE |  | 4005 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 461518 | 1518 | SH |  | SOLE |  | 1518 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | 46641Q753 |  | 7477541 | 155620 | SH |  | SOLE |  | 155620 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 |  | 4032031 | 74543 | SH |  | SOLE |  | 74543 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 365343 | 1926 | SH |  | SOLE |  | 1926 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 241890 | 1697 | SH |  | SOLE |  | 1697 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 482060 | 570 | SH |  | SOLE |  | 570 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 233458 | 405 | SH |  | SOLE |  | 405 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 506957 | 1722 | SH |  | SOLE |  | 1722 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 3102913 | 5912 | SH |  | SOLE |  | 5912 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 339990 | 280 | SH |  | SOLE |  | 280 | 0 | 0 |
| NORTHERN LTS FD TR IV | MAIN BUYWRITE | 66538H179 |  | 2098962 | 147399 | SH |  | SOLE |  | 147399 | 0 | 0 |
| NORTHERN LTS FD TR IV | MAIN SECTR ROTN | 66538H591 |  | 6549498 | 102705 | SH |  | SOLE |  | 102705 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3498913 | 18502 | SH |  | SOLE |  | 18502 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 251685 | 872 | SH |  | SOLE |  | 872 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 364067 | 2416 | SH |  | SOLE |  | 2416 | 0 | 0 |
| PROSHARES TR | PSHS ULT S 500 | 74347R107 |  | 558208 | 4882 | SH |  | SOLE |  | 4882 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 835330 | 1241 | SH |  | SOLE |  | 1241 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 890914 | 2393 | SH |  | SOLE |  | 2393 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 6033893 | 138870 | SH |  | SOLE |  | 138869 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 14187500 | 436270 | SH |  | SOLE |  | 436270 | 0 | 0 |
| SHENANDOAH TELECOMMUNICATION | COM | 82312B106 |  | 150892 | 10958 | SH |  | SOLE |  | 10958 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 212613 | 1511 | SH |  | SOLE |  | 1511 | 0 | 0 |
| TELEFONICA S A | SPONSORED ADR | 879382208 |  | 91981 | 18433 | SH |  | SOLE |  | 18433 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 441761 | 1007 | SH |  | SOLE |  | 1007 | 0 | 0 |
| THOR FINL TECHNOLOGIES TR | INDEX ROTATION | 885155200 |  | 870422 | 27389 | SH |  | SOLE |  | 27389 | 0 | 0 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 2833377 | 36330 | SH |  | SOLE |  | 36330 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 294791 | 839 | SH |  | SOLE |  | 839 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 282461 | 2745 | SH |  | SOLE |  | 2745 | 0 | 0 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 |  | 180367 | 10082 | SH |  | SOLE |  | 10082 | 0 | 0 |
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 |  | 1985052 | 44468 | SH |  | SOLE |  | 44468 | 0 | 0 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 4249363 | 81593 | SH |  | SOLE |  | 81593 | 0 | 0 |
| WISDOMTREE TR | US SMALLCAP FUND | 97717W562 |  | 2849655 | 51262 | SH |  | SOLE |  | 51262 | 0 | 0 |
| WISDOMTREE TR | US HGH YLD CORP | 97717X172 |  | 1639544 | 35259 | SH |  | SOLE |  | 35259 | 0 | 0 |
| WISDOMTREE TR | DYNAMIC INTL EQT | 97717X263 |  | 6937940 | 164875 | SH |  | SOLE |  | 164875 | 0 | 0 |
| WISDOMTREE TR | YIELD ENHANCD US | 97717X511 |  | 6731940 | 152014 | SH |  | SOLE |  | 152014 | 0 | 0 |
| WISDOMTREE TR | EM EX ST-OWNED | 97717X578 |  | 5271567 | 136181 | SH |  | SOLE |  | 136181 | 0 | 0 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 9426466 | 105749 | SH |  | SOLE |  | 105749 | 0 | 0 |
| WISDOMTREE TR | MORTGAGE PLUS BD | 97717Y725 |  | 3795096 | 84968 | SH |  | SOLE |  | 84968 | 0 | 0 |
| WISDOMTREE TR | US MULTIFACTOR | 97717Y857 |  | 4165881 | 80252 | SH |  | SOLE |  | 80252 | 0 | 0 |

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