Life Planning Partners, Inc Top Holdings and 13F Report (2026) About Life Planning Partners, IncInvestment ActivityLife Planning Partners, Inc has $134.54 million in total holdings as of June 30, 2026.Life Planning Partners, Inc owns shares of 71 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 2.47% of the portfolio was purchased this quarter.About 8.46% of the portfolio was sold this quarter.This quarter, Life Planning Partners, Inc has purchased 68 new stocks and bought additional shares in 10 stocks.Life Planning Partners, Inc sold shares of 38 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $26,560,108iShares Core MSCI EAFE ETF $10,605,232Vanguard Total Stock Market ETF $8,530,912iShares Core MSCI Emerging Markets ETF $6,140,573Vanguard FTSE Developed Markets ETF $5,765,041 Largest New Holdings this Quarter 921909768 - Vanguard Total International Stock ETF $854,644 Holding02079K107 - Alphabet $827,146 Holding68389X105 - Oracle $398,616 Holding007903107 - Advanced Micro Devices $281,738 Holding149123101 - Caterpillar $228,954 Holding Largest Purchases this Quarter Vanguard Total International Stock ETF 9,997 shares (about $854.64K)Alphabet 2,341 shares (about $827.15K)Oracle 2,720 shares (about $398.62K)Advanced Micro Devices 485 shares (about $281.74K)Caterpillar 215 shares (about $228.95K) Largest Sales this Quarter iShares Core S&P Total U.S. Stock Market ETF 14,823 shares (about $2.43M)Tesla 2,144 shares (about $901.92K)iShares Core MSCI EAFE ETF 9,177 shares (about $886.31K)Avantis International Equity ETF 7,015 shares (about $625.74K)iShares Core MSCI Emerging Markets ETF 7,277 shares (about $602.82K) 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$26,560,108$2,434,970 ▼-8.4%161,68619.7%ETFIEFAiShares Core MSCI EAFE ETF$10,605,232$886,313 ▼-7.7%109,8087.9%ETFVTIVanguard Total Stock Market ETF$8,530,912$203,892 ▼-2.3%23,0546.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$6,140,573$602,824 ▼-8.9%74,1264.6%ETFVEAVanguard FTSE Developed Markets ETF$5,765,041$520,338 ▼-8.3%80,9134.3%ETFSUBiShares Short-Term National Muni Bond ETF$5,373,044$438,340 ▼-7.5%50,4654.0%ETFMUBiShares National Muni Bond ETF$4,503,094$36,160 ▼-0.8%41,8433.3%ETFGLOBAL X FDS$3,666,475$99,636 ▲2.8%36,5412.7%1 3 MO T BI ETSPDWSPDR Portfolio Developed World ex-US ETF$3,413,9220.0%67,7502.5%ETFIUSBiShares Core Total USD Bond Market ETF$3,306,122$450,375 ▼-12.0%71,6392.5%ETFVWOVanguard FTSE Emerging Markets ETF$2,781,932$213,632 ▼-7.1%46,6062.1%ETFIUSViShares Core S&P U.S. Value ETF$2,697,6840.0%24,4912.0%ETFDFUSDimensional U.S. Equity ETF$2,611,628$149,215 ▼-5.4%31,8721.9%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$2,562,270$51,327 ▲2.0%50,8691.9%ETFAVUSAvantis U.S. Equity ETF$2,481,292$208,258 ▼-7.7%19,3731.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,160,488$91,577 ▼-4.1%26,1401.6%ETFVBVanguard Small-Cap ETF$2,069,893$577,715 ▼-21.8%6,8291.5%ETFDFAIDimensional International Core Equity Market ETF$1,986,007$148,581 ▼-7.0%48,1461.5%ETFFIDELITY MERRIMACK STR TR$1,942,296$314,457 ▼-13.9%38,5301.4%SYSTEMATIC MUNAVREAvantis Real Estate ETF$1,816,377$51,597 ▼-2.8%38,3361.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,574,407$131,557 ▼-7.7%42,7361.2%ETFBIVVanguard Intermediate-Term Bond ETF$1,474,113$126,096 ▼-7.9%19,2191.1%ETFAVDEAvantis International Equity ETF$1,360,296$625,736 ▼-31.5%15,2501.0%ETFVVVanguard Large-Cap ETF$1,351,301$417,875 ▼-23.6%3,9291.0%ETFAVIGAvantis Core Fixed Income ETF$1,316,776$12,092 ▼-0.9%31,7991.0%ETFXPOXPO$1,310,7770.0%6,3851.0%IndustrialsIVViShares Core S&P 500 ETF$1,259,043$108,603 ▼-7.9%1,6810.9%ETFVEUVanguard FTSE All-World ex-US ETF$1,162,917$75,121 ▼-6.1%13,8860.9%ETFVTEBVanguard Tax-Exempt Bond ETF$1,127,498$84,824 ▼-7.0%22,2910.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,110,892$163,498 ▲17.3%10,1850.8%ETFBNDVanguard Total Bond Market ETF$1,104,021$46,836 ▼-4.1%15,0390.8%ETFFRELFidelity MSCI Real Estate Index ETF$1,090,906$107,239 ▼-9.0%37,2320.8%ETFIXUSiShares Core MSCI Total International Stock ETF$1,055,701$58,030 ▼-5.2%11,0610.8%ETFPHParker-Hannifin$1,048,5450.0%1,0720.8%IndustrialsVUSBVanguard Ultra-Short Bond ETF$940,895$34,547 ▼-3.5%18,9010.7%ETFVBRVanguard Small-Cap Value ETF$864,315$26,486 ▼-3.0%3,5570.6%ETFVXUSVanguard Total International Stock ETF$854,644$854,644 ▲New Holding9,9970.6%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$851,989$159,844 ▼-15.8%5,5220.6%ETFGOOGAlphabet$827,146$827,146 ▲New Holding2,3410.6%Communication ServicesVTVVanguard Value ETF$809,193$2,833 ▼-0.3%3,7130.6%ETFCMFiShares California Muni Bond ETF$613,520$132,975 ▲27.7%10,6440.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$593,7090.0%11,4660.4%ETFBSVVanguard Short-Term Bond ETF$524,568$9,972 ▼-1.9%6,7330.4%ETFVGKVanguard FTSE Europe ETF$499,1000.0%5,6370.4%ETFSCHCSchwab International Small-Cap Equity ETF$497,4650.0%10,3380.4%ETFDFNMDimensional National Municipal Bond ETF$472,910$13,824 ▼-2.8%9,7840.4%ETFEWXSPDR S&P Emerging Markets SmallCap ETF$445,8310.0%6,0000.3%ETFBACBank of America$428,505$18,063 ▼-4.0%7,5200.3%FinanceVNQIVanguard Global ex-U.S. Real Estate ETF$428,232$112,933 ▼-20.9%9,5480.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$415,604$63,642 ▲18.1%4,1990.3%ETFDFICDimensional International Core Equity 2 ETF$409,562$1,192 ▲0.3%10,9920.3%ETFABBVAbbVie$403,3790.0%1,6030.3%HealthcareORCLOracle$398,616$398,616 ▲New Holding2,7200.3%TechnologyAVDVAvantis International Small Cap Value ETF$371,4950.0%3,6050.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$365,219$1,106 ▲0.3%4,6210.3%ETFIWYiShares Russell Top 200 Growth ETF$331,8880.0%1,1420.2%ETFVNQVanguard Real Estate ETF$311,130$96 ▲0.0%3,2260.2%ETFGXOGXO Logistics$306,9890.0%6,0550.2%IndustrialsAVIVAvantis International Large Cap Value ETF$303,4860.0%3,9200.2%ETFMSFTMicrosoft$283,255$7,464 ▲2.7%7590.2%TechnologyAMDAdvanced Micro Devices$281,738$281,738 ▲New Holding4850.2%TechnologyIJSiShares S&P Small-Cap 600 Value ETF$279,101$9,841 ▼-3.4%2,0420.2%ETFTSLATesla$276,803$901,923 ▼-76.5%6580.2%Consumer DiscretionaryJPMJPMorgan Chase & Co.$251,717$128,641 ▼-33.8%7690.2%FinancePALANTIR TECHNOLOGIES INC$250,023$11,084 ▲4.6%2,1430.2%CL AAAPLApple$248,2830.0%8580.2%TechnologyISTBiShares Core 1-5 Year USD Bond ETF$240,2370.0%4,9790.2%ETFCATCaterpillar$228,954$228,954 ▲New Holding2150.2%IndustrialsDFIVDimensional International Value ETF$205,8700.0%3,8110.2%ETFVUGVanguard Growth ETF$203,807$203,807 ▲New Holding2,3660.2%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$202,6200.0%2,0000.2%ETFCVXChevron$0$380,442 ▼-100.0%00.0%EnergyAVESAvantis Emerging Markets Value ETF$0$247,717 ▼-100.0%00.0%ETFXOMExxonMobil$0$209,352 ▼-100.0%00.0%EnergyShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
