Life Planning Partners, Inc
CIK 1910934 · View on SEC EDGAR ↗
- Portfolio value
- $134.5M
- Positions
- 71
- As of
- June 30, 2026
#7,725 of 9,443 by 13F value · top 81.8%
Portfolio value QoQ: +2.7% 13F does not disclose cash
- Top 10 holdings weight
- 57.87%
- Top 25 holdings weight
- 80.31%
- Positions above 1%
- 24
- Effective number of positions
- 16.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.51% Est. buys $3,326,927 · sells $11,378,673
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 87.7% still held
- New positions
- 6
- Increased
- 10
- Decreased
- 38
- Closed
- 3
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Industrials
1.9%
Technology
1.1%
Communication Services
0.6%
Financials
0.5%
Healthcare
0.3%
Logistics & Transportation
0.2%
Consumer Discretionary
0.2%
Other/Unmapped
95.1%
Full portfolio 71 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| ITOT | $26,560,108 | 19.74% | 161,686 | $1,419,896 | Down ×6 | ||
| IEFA | $10,605,232 | 7.88% | 109,808 | $-166,493 | Down ×3 | ||
| VTI | $8,530,912 | 6.34% | 23,054 | $958,249 | Down ×4 | ||
| IEMG | $6,140,573 | 4.56% | 74,126 | $462,724 | Down ×1 | ||
| VEA | $5,765,041 | 4.28% | 80,913 | $112,133 | Down ×1 | ||
| SUB | $5,373,044 | 3.99% | 50,465 | $-439,896 | Down ×2 | ||
| MUB | $4,503,094 | 3.35% | 41,843 | $25,796 | Down ×1 | ||
| CLIP | $3,666,475 | 2.73% | 36,541 | $98,867 | Up ×5 | ||
| SPDW | $3,413,922 | 2.54% | 67,750 | $321,135 | |||
| IUSB iShares Core Universal USD Bond ETF | $3,306,122 | 2.46% | 71,639 | $-453,656 | Down ×6 | ||
| VWO | $2,781,932 | 2.07% | 46,606 | $69,416 | Down ×1 | ||
| IUSV iShares Core S&P U.S. Value ETF | $2,697,684 | 2.01% | 24,491 | $193,479 | |||
| DFUS | $2,611,628 | 1.94% | 31,872 | $222,444 | Down ×1 | ||
| SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $2,562,270 | 1.90% | 50,869 | $45,368 | Up ×5 | ||
| AVUS | $2,481,292 | 1.84% | 19,373 | $146,608 | Down ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,160,488 | 1.61% | 26,140 | $-94,243 | Down ×5 | ||
| VB | $2,069,893 | 1.54% | 6,829 | $-218,056 | Down ×1 | ||
| DFAI | $1,986,007 | 1.48% | 48,146 | $-30,096 | Down ×1 | ||
| FMUN Fidelity Systematic Municipal Bond Index ETF | $1,942,296 | 1.44% | 38,530 | $-279,684 | Down ×4 | ||
| AVRE | $1,816,377 | 1.35% | 38,336 | $80,873 | Down ×1 | ||
| DFAX | $1,574,407 | 1.17% | 42,736 | $1,344 | Down ×1 | ||
| BIV | $1,474,113 | 1.10% | 19,219 | $-136,109 | Down ×6 | ||
| AVDE | $1,360,296 | 1.01% | 15,250 | $-528,700 | Down ×1 | ||
| VV | $1,351,301 | 1.00% | 3,929 | $-186,052 | Down ×1 | ||
| AVIG | $1,316,776 | 0.98% | 31,799 | $-16,295 | Down ×1 | ||
| XPO XPO, Inc. Common Stock | $1,310,777 | 0.97% | 6,385 | $68,575 | |||
| IVV | $1,259,043 | 0.94% | 1,681 | $66,219 | Down ×1 | ||
| VEU | $1,162,917 | 0.86% | 13,886 | $52,702 | Down ×3 | ||
| VTEB | $1,127,498 | 0.84% | 22,291 | $-68,266 | Down ×3 | ||
| LQD | $1,110,892 | 0.83% | 10,185 | $164,206 | Up ×1 | ||
| BND Vanguard Total Bond Market ETF | $1,104,021 | 0.82% | 15,039 | $-50,461 | Down ×1 | ||
| FREL | $1,090,906 | 0.81% | 37,232 | $-9,506 | Down ×3 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $1,055,701 | 0.78% | 11,061 | $44,723 | Down ×4 | ||
| PH Parker-Hannifin Corporation Common Stock | $1,048,545 | 0.78% | 1,072 | $88,848 | |||
| VUSB | $940,895 | 0.70% | 18,901 | $-34,664 | Down ×1 | ||
| VBR | $864,315 | 0.64% | 3,557 | $67,876 | Down ×1 | ||
| VXUS Vanguard Total International Stock ETF | $854,644 | 0.64% | 9,997 | ||||
| VSS | $851,989 | 0.63% | 5,522 | $-104,102 | Down ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $827,146 | 0.61% | 2,341 | Up ×1 | |||
| VTV | $809,193 | 0.60% | 3,713 | $78,230 | Down ×1 | ||
| CMF | $613,520 | 0.46% | 10,644 | $139,478 | Up ×1 | ||
| SPEM | $593,709 | 0.44% | 11,466 | $55,839 | |||
| BSV | $524,568 | 0.39% | 6,733 | $-13,403 | Down ×1 | ||
| VGK | $499,100 | 0.37% | 5,637 | $34,442 | |||
| SCHC | $497,465 | 0.37% | 10,338 | $14,267 | |||
| DFNM | $472,910 | 0.35% | 9,784 | $-9,745 | Down ×1 | ||
| EWX | $445,831 | 0.33% | 6,000 | $49,111 | |||
| BAC Bank of America Corporation Common Stock | $428,505 | 0.32% | 7,520 | $46,454 | Down ×1 | ||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $428,232 | 0.32% | 9,548 | $-108,106 | Down ×6 | ||
| AGG | $415,604 | 0.31% | 4,199 | $62,566 | Up ×5 | ||
| DFIC | $409,562 | 0.30% | 10,992 | $20,153 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $403,379 | 0.30% | 1,603 | $54,743 | |||
| ORCL Oracle Corporation Common Stock | $398,616 | 0.30% | 2,720 | Up ×1 | |||
| AVDV | $371,495 | 0.28% | 3,605 | $11,500 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $365,219 | 0.27% | 4,621 | $23 | Up ×1 | ||
| IWY | $331,888 | 0.25% | 1,142 | $47,713 | |||
| VNQ | $311,130 | 0.23% | 3,226 | $25,062 | Up ×3 | ||
| GXO GXO Logistics, Inc. Common Stock | $306,989 | 0.23% | 6,055 | $-6,963 | |||
| AVIV | $303,486 | 0.23% | 3,920 | $10,152 | |||
| MSFT Microsoft Corporation - Common Stock | $283,255 | 0.21% | 759 | $9,808 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $281,738 | 0.21% | 485 | Up ×1 | |||
| IJS | $279,101 | 0.21% | 2,042 | $28,698 | Down ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $276,803 | 0.21% | 658 | $-764,883 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $251,717 | 0.19% | 769 | $-90,097 | Down ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $250,023 | 0.19% | 2,143 | $-49,487 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $248,283 | 0.18% | 858 | $30,544 | |||
| ISTB iShares Core 1-5 Year USD Bond ETF | $240,237 | 0.18% | 4,979 | $-1,045 | |||
| CAT Caterpillar, Inc. Common Stock | $228,954 | 0.17% | 215 | Up ×1 | |||
| DFIV | $205,870 | 0.15% | 3,811 | $4,725 | |||
| VUG | $203,807 | 0.15% | 2,366 | ||||
| VTES | $202,620 | 0.15% | 2,000 | $340 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| CLIP | $3,666,475 | 2.73% | up ×5 |
| SLQD | $2,562,270 | 1.90% | up ×5 |
| AGG | $415,604 | 0.31% | up ×5 |
| VNQ | $311,130 | 0.23% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| EMB | Sept. 30, 2025 | 4,596 | $425,682 | |
| CVX | June 30, 2026 | 1,839 | $380,442 | 24.6% |
| VXUS | Dec. 31, 2025 | 3,974 | $291,930 | |
| SLV | Dec. 31, 2025 | 6,041 | $255,957 | No longer tracked |
| BRKB | June 30, 2025 | 479 | $255,106 | No longer tracked |
| AVES | June 30, 2026 | 4,130 | $247,717 | No longer tracked |
| FNF | June 30, 2025 | 3,335 | $217,042 | -11.9% |
| IBM | Dec. 31, 2025 | 745 | $210,209 | -21.1% |
| IWB | Dec. 31, 2025 | 574 | $209,786 | No longer tracked |
| XOM | June 30, 2026 | 1,234 | $209,352 | 21.7% |
| BRKB | Dec. 31, 2025 | 410 | $205,872 | No longer tracked |
| LEMB | March 31, 2025 | 5,578 | $201,305 | No longer tracked |
| VUG | March 31, 2026 | 410 | $200,023 | No longer tracked |