Life Planning Partners, Inc Top Holdings and 13F Report (2026) About Life Planning Partners, IncInvestment ActivityLife Planning Partners, Inc has $131.01 million in total holdings as of March 31, 2026.Life Planning Partners, Inc owns shares of 68 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 1.83% of the portfolio was purchased this quarter.About 0.72% of the portfolio was sold this quarter.This quarter, Life Planning Partners, Inc has purchased 66 new stocks and bought additional shares in 23 stocks.Life Planning Partners, Inc sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $25,140,212iShares Core MSCI EAFE ETF $10,771,725Vanguard Total Stock Market ETF $7,572,663iShares Short-Term National Muni Bond ETF $5,812,940iShares Core MSCI Emerging Markets ETF $5,677,849 Largest New Holdings this Quarter 46432F859 - iShares Core 1-5 Year USD Bond ETF $241,282 Holding30231G102 - ExxonMobil $209,352 Holding25434V807 - Dimensional International Value ETF $201,145 Holding Largest Purchases this Quarter iShares Core 1-5 Year USD Bond ETF 4,979 shares (about $241.28K)iShares National Muni Bond ETF 2,100 shares (about $222.91K)ExxonMobil 1,234 shares (about $209.35K)Dimensional International Value ETF 3,811 shares (about $201.15K)Dimensional International Core Equity Market ETF 5,016 shares (about $195.42K) Largest Sales this Quarter Parker-Hannifin 254 shares (about $227.39K)FIDELITY MERRIMACK STR TR 2,938 shares (about $145.82K)JPMorgan Chase & Co. 204 shares (about $60.01K)Vanguard FTSE All-World ex-US Small-Cap ETF 377 shares (about $54.96K)Vanguard Total Stock Market ETF 155 shares (about $49.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLife Planning Partners, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$25,140,212$15,952 ▼-0.1%176,50919.2%ETFIEFAiShares Core MSCI EAFE ETF$10,771,725$6,337 ▼-0.1%118,9858.2%ETFVTIVanguard Total Stock Market ETF$7,572,663$49,725 ▼-0.7%23,6055.8%ETFSUBiShares Short-Term National Muni Bond ETF$5,812,940$4,473 ▼-0.1%54,5824.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,677,849$85,792 ▲1.5%81,4034.3%ETFVEAVanguard FTSE Developed Markets ETF$5,652,908$166,865 ▲3.0%88,2164.3%ETFMUBiShares National Muni Bond ETF$4,477,298$222,915 ▲5.2%42,1793.4%ETFIUSBiShares Core Total USD Bond Market ETF$3,759,778$8,822 ▼-0.2%81,3982.9%ManufacturingGLOBAL X FDS$3,567,608$7,427 ▲0.2%35,5482.7%1-3 MONTH T-BILLSPDWSPDR Portfolio Developed World ex-US ETF$3,092,787$20,999 ▼-0.7%67,7502.4%ETFVWOVanguard FTSE Emerging Markets ETF$2,712,516$36,322 ▲1.4%50,1852.1%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$2,516,902$128,900 ▲5.4%49,8501.9%ManufacturingIUSViShares Core S&P U.S. Value ETF$2,504,2050.0%24,4911.9%ManufacturingDFUSDimensional U.S. Equity ETF$2,389,184$68,216 ▲2.9%33,6931.8%ETFAVUSAvantis U.S. Equity ETF$2,334,684$92,280 ▲4.1%20,9991.8%ETFVBVanguard Small-Cap ETF$2,287,949$92,723 ▲4.2%8,7351.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,254,731$46,918 ▼-2.0%27,2481.7%ETFFIDELITY MERRIMACK STR TR$2,221,980$145,822 ▼-6.2%44,7681.7%SYSTEMATIC MUNDFAIDimensional International Core Equity Market ETF$2,016,103$195,423 ▲10.7%51,7481.5%ETFAVDEAvantis International Equity ETF$1,888,996$167,477 ▲9.7%22,2651.4%ETFAVREAvantis Real Estate ETF$1,735,504$175,729 ▲11.3%39,4251.3%ETFBIVVanguard Intermediate-Term Bond ETF$1,610,222$3,164 ▼-0.2%20,8631.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,573,0630.0%46,3071.2%ETFVVVanguard Large-Cap ETF$1,537,353$164,375 ▲12.0%5,1441.2%ETFAVIGAvantis Core Fixed Income ETF$1,333,071$30,823 ▲2.4%32,0911.0%ETFXPOXPO$1,242,2020.0%6,3850.9%TransportationVTEBVanguard Tax-Exempt Bond ETF$1,195,764$4,989 ▼-0.4%23,9680.9%ETFIVViShares Core S&P 500 ETF$1,192,824$11,758 ▲1.0%1,8260.9%ETFBNDVanguard Total Bond Market ETF$1,154,482$74 ▲0.0%15,6770.9%ETFVEUVanguard FTSE All-World ex-US ETF$1,110,215$14,344 ▼-1.3%14,7830.8%ETFFRELFidelity MSCI Real Estate Index ETF$1,100,412$20,075 ▼-1.8%40,8920.8%ETFTSLATesla$1,041,6860.0%2,8020.8%Auto/Tires/TrucksIXUSiShares Core MSCI Total International Stock ETF$1,010,978$2,599 ▼-0.3%11,6690.8%ManufacturingVUSBVanguard Ultra-Short Bond ETF$975,559$249 ▲0.0%19,5950.7%ETFPHParker-Hannifin$959,697$227,391 ▼-19.2%1,0720.7%IndustrialsVSSVanguard FTSE All-World ex-US Small-Cap ETF$956,091$54,963 ▼-5.4%6,5580.7%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$946,686$6,975 ▼-0.7%8,6860.7%FinanceVBRVanguard Small-Cap Value ETF$796,4390.0%3,6660.6%ETFVTVVanguard Value ETF$730,963$196 ▲0.0%3,7260.6%ETFBSVVanguard Short-Term Bond ETF$537,9710.0%6,8610.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$537,8700.0%11,4660.4%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$536,338$43,739 ▼-7.5%12,0660.4%ETFSCHCSchwab International Small-Cap Equity ETF$483,1980.0%10,3380.4%ETFDFNMDimensional National Municipal Bond ETF$482,6550.0%10,0700.4%ETFCMFiShares California Muni Bond ETF$474,0420.0%8,3370.4%ETFVGKVanguard FTSE Europe ETF$464,6580.0%5,6370.4%ETFEWXSPDR S&P Emerging Markets SmallCap ETF$396,7200.0%6,0000.3%ETFDFICDimensional International Core Equity 2 ETF$389,4090.0%10,9600.3%ETFBACBank of America$382,051$146 ▲0.0%7,8370.3%FinanceCVXChevron$380,442$414 ▲0.1%1,8390.3%EnergyVCSHVanguard Short-Term Corporate Bond ETF$365,196$9,592 ▼-2.6%4,6070.3%ETFAVDVAvantis International Small Cap Value ETF$359,9950.0%3,6050.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$353,038$15,587 ▲4.6%3,5560.3%FinanceABBVAbbVie$348,6360.0%1,6030.3%MedicalJPMJPMorgan Chase & Co.$341,814$60,009 ▼-14.9%1,1620.3%FinanceGXOGXO Logistics$313,9520.0%6,0550.2%TransportationPALANTIR TECHNOLOGIES INC$299,510$585 ▼-0.2%2,0480.2%CL AAVIVAvantis International Large Cap Value ETF$293,3340.0%3,9200.2%ETFVNQVanguard Real Estate ETF$286,068$177 ▲0.1%3,2250.2%ETFIWYiShares Russell Top 200 Growth ETF$284,1750.0%1,1420.2%ETFMSFTMicrosoft$273,447$78,815 ▲40.5%7390.2%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$250,4030.0%2,1140.2%ETFAVESAvantis Emerging Markets Value ETF$247,7170.0%4,1300.2%ETFISTBiShares Core 1-5 Year USD Bond ETF$241,282$241,282 ▲New Holding4,9790.2%ManufacturingAAPLApple$217,7390.0%8580.2%Computer and TechnologyXOMExxonMobil$209,352$209,352 ▲New Holding1,2340.2%EnergyVTESVanguard Short-Term Tax-Exempt Bond ETF$202,2800.0%2,0000.2%ETFDFIVDimensional International Value ETF$201,145$201,145 ▲New Holding3,8110.2%ETFVUGVanguard Growth ETF$0$200,023 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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