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 â–¼-8.4%161,68619.7%ETFIEFAiShares Core MSCI EAFE ETF$10,605,232$886,313 â–¼-7.7%109,8087.9%ETFVTIVanguard Total Stock Market ETF$8,530,912$203,892 â–¼-2.3%23,0546.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$6,140,573$602,824 â–¼-8.9%74,1264.6%ETFVEAVanguard FTSE Developed Markets ETF$5,765,041$520,338 â–¼-8.3%80,9134.3%ETFSUBiShares Short-Term National Muni Bond ETF$5,373,044$438,340 â–¼-7.5%50,4654.0%ETFMUBiShares National Muni Bond ETF$4,503,094$36,160 â–¼-0.8%41,8433.3%ETFGLOBAL X FDS$3,666,475$99,636 â–²2.8%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 â–¼-12.0%71,6392.5%ManufacturingVWOVanguard FTSE Emerging Markets ETF$2,781,932$213,632 â–¼-7.1%46,6062.1%ETFIUSViShares Core S&P U.S. Value ETF$2,697,6840.0%24,4912.0%ManufacturingDFUSDimensional U.S. Equity ETF$2,611,628$149,215 â–¼-5.4%31,8721.9%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$2,562,270$51,327 â–²2.0%50,8691.9%ManufacturingAVUSAvantis U.S. Equity ETF$2,481,292$208,258 â–¼-7.7%19,3731.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,160,488$91,577 â–¼-4.1%26,1401.6%ETFVBVanguard Small-Cap ETF$2,069,893$577,715 â–¼-21.8%6,8291.5%ETFDFAIDimensional International Core Equity Market ETF$1,986,007$148,581 â–¼-7.0%48,1461.5%ETFFIDELITY MERRIMACK STR TR$1,942,296$314,457 â–¼-13.9%38,5301.4%SYSTEMATIC MUNAVREAvantis Real Estate ETF$1,816,377$51,597 â–¼-2.8%38,3361.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,574,407$131,557 â–¼-7.7%42,7361.2%ETFBIVVanguard Intermediate-Term Bond ETF$1,474,113$126,096 â–¼-7.9%19,2191.1%ETFAVDEAvantis International Equity ETF$1,360,296$625,736 â–¼-31.5%15,2501.0%ETFVVVanguard Large-Cap ETF$1,351,301$417,875 â–¼-23.6%3,9291.0%ETFAVIGAvantis Core Fixed Income ETF$1,316,776$12,092 â–¼-0.9%31,7991.0%ETFXPOXPO$1,310,7770.0%6,3851.0%TransportationIVViShares Core S&P 500 ETF$1,259,043$108,603 â–¼-7.9%1,6810.9%ETFVEUVanguard FTSE All-World ex-US ETF$1,162,917$75,121 â–¼-6.1%13,8860.9%ETFVTEBVanguard Tax-Exempt Bond ETF$1,127,498$84,824 â–¼-7.0%22,2910.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,110,892$163,498 â–²17.3%10,1850.8%FinanceBNDVanguard Total Bond Market ETF$1,104,021$46,836 â–¼-4.1%15,0390.8%ETFFRELFidelity MSCI Real Estate Index ETF$1,090,906$107,239 â–¼-9.0%37,2320.8%ETFIXUSiShares Core MSCI Total International Stock ETF$1,055,701$58,030 â–¼-5.2%11,0610.8%ManufacturingPHParker-Hannifin$1,048,5450.0%1,0720.8%IndustrialsVUSBVanguard Ultra-Short Bond ETF$940,895$34,547 â–¼-3.5%18,9010.7%ETFVBRVanguard Small-Cap Value ETF$864,315$26,486 â–¼-3.0%3,5570.6%ETFVXUSVanguard Total International Stock ETF$854,644$854,644 â–²New Holding9,9970.6%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$851,989$159,844 â–¼-15.8%5,5220.6%ETFGOOGAlphabet$827,146$827,146 â–²New Holding2,3410.6%Computer and TechnologyVTVVanguard Value ETF$809,193$2,833 â–¼-0.3%3,7130.6%ETFCMFiShares California Muni Bond ETF$613,520$132,975 â–²27.7%10,6440.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$593,7090.0%11,4660.4%ETFBSVVanguard Short-Term Bond ETF$524,568$9,972 â–¼-1.9%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 â–¼-2.8%9,7840.4%ETFEWXSPDR S&P Emerging Markets SmallCap ETF$445,8310.0%6,0000.3%ETFBACBank of America$428,505$18,063 â–¼-4.0%7,5200.3%FinanceVNQIVanguard Global ex-U.S. Real Estate ETF$428,232$112,933 â–¼-20.9%9,5480.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$415,604$63,642 â–²18.1%4,1990.3%FinanceDFICDimensional International Core Equity 2 ETF$409,562$1,192 â–²0.3%10,9920.3%ETFABBVAbbVie$403,3790.0%1,6030.3%MedicalORCLOracle$398,616$398,616 â–²New Holding2,7200.3%Computer and TechnologyAVDVAvantis International Small Cap Value ETF$371,4950.0%3,6050.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$365,219$1,106 â–²0.3%4,6210.3%ETFIWYiShares Russell Top 200 Growth ETF$331,8880.0%1,1420.2%ETFVNQVanguard Real Estate ETF$311,130$96 â–²0.0%3,2260.2%ETFGXOGXO Logistics$306,9890.0%6,0550.2%TransportationAVIVAvantis International Large Cap Value ETF$303,4860.0%3,9200.2%ETFMSFTMicrosoft$283,255$7,464 â–²2.7%7590.2%Computer and TechnologyAMDAdvanced Micro Devices$281,738$281,738 â–²New Holding4850.2%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$279,101$9,841 â–¼-3.4%2,0420.2%ETFTSLATesla$276,803$901,923 â–¼-76.5%6580.2%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$251,717$128,641 â–¼-33.8%7690.2%FinancePALANTIR TECHNOLOGIES INC$250,023$11,084 â–²4.6%2,1430.2%CL AAAPLApple$248,2830.0%8580.2%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$240,2370.0%4,9790.2%ManufacturingCATCaterpillar$228,954$228,954 â–²New Holding2150.2%IndustrialsDFIVDimensional International Value ETF$205,8700.0%3,8110.2%ETFVUGVanguard Growth ETF$203,807$203,807 â–²New Holding2,3660.2%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$202,6200.0%2,0000.2%ETFCVXChevron$0$380,442 â–¼-100.0%00.0%EnergyAVESAvantis Emerging Markets Value ETF$0$247,717 â–¼-100.0%00.0%ETFXOMExxonMobil$0$209,352 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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