Life Planning Partners, Inc Top Holdings and 13F Report (2026) About Life Planning Partners, IncInvestment ActivityLife Planning Partners, Inc has $125.25 million in total holdings as of September 30, 2026.Life Planning Partners, Inc owns shares of 69 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 2.54% of the portfolio was purchased this quarter.About 8.94% of the portfolio was sold this quarter.This quarter, Life Planning Partners, Inc has purchased 71 new stocks and bought additional shares in 13 stocks.Life Planning Partners, Inc sold shares of 40 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $25,761,024iShares Core MSCI EAFE ETF $10,193,590Vanguard Total Stock Market ETF $8,106,416iShares Short-Term National Muni Bond ETF $5,406,635iShares Core MSCI Emerging Markets ETF $5,396,994 Largest New Holdings this Quarter 166764100 - Chevron $215,869 Holding Largest Purchases this Quarter Dimensional National Municipal Bond ETF 25,956 shares (about $1.19M)Vanguard Tax-Exempt Bond ETF 14,397 shares (about $681.85K)iShares iBoxx $ Investment Grade Corporate Bond ETF 3,442 shares (about $351.70K)Chevron 1,057 shares (about $215.87K)Vanguard Intermediate-Term Corporate Bond ETF 2,518 shares (about $197.18K) Largest Sales this Quarter iShares Core S&P Total U.S. Stock Market ETF 6,760 shares (about $1.12M)FIDELITY MERRIMACK STR TR 21,449 shares (about $1.00M)iShares Core MSCI Emerging Markets ETF 7,628 shares (about $619.09K)iShares Core Total USD Bond Market ETF 13,616 shares (about $600.33K)Vanguard Total Stock Market ETF 1,393 shares (about $521.32K) 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$25,761,024$1,124,050 ▼-4.2%154,92620.6%ETFIEFAiShares Core MSCI EAFE ETF$10,193,590$444,581 ▼-4.2%105,2198.1%ETFVTIVanguard Total Stock Market ETF$8,106,416$521,317 ▼-6.0%21,6616.5%ETFSUBiShares Short-Term National Muni Bond ETF$5,406,635$130,989 ▲2.5%51,7184.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,396,994$619,090 ▼-10.3%66,4984.3%ETFVEAVanguard FTSE Developed Markets ETF$5,337,781$375,505 ▼-6.6%75,5954.3%ETFMUBiShares National Muni Bond ETF$3,826,285$403,991 ▼-9.5%37,8473.1%ETFGLOBAL X FDS$3,442,381$224,161 ▼-6.1%34,3072.7%1 3 MO T BI ETSPDWSPDR Portfolio Developed World ex-US ETF$2,899,879$501,849 ▼-14.8%57,7552.3%ETFIUSViShares Core S&P U.S. Value ETF$2,700,8670.0%24,4912.2%ETFVWOVanguard FTSE Emerging Markets ETF$2,592,435$171,761 ▼-6.2%43,7102.1%ETFIUSBiShares Core Total USD Bond Market ETF$2,558,220$600,326 ▼-19.0%58,0232.0%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$2,504,730$12,022 ▼-0.5%50,6262.0%ETFDFUSDimensional U.S. Equity ETF$2,472,054$174,280 ▼-6.6%29,7732.0%ETFAVUSAvantis U.S. Equity ETF$2,352,738$128,729 ▼-5.2%18,3681.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,244,169$197,181 ▲9.6%28,6581.8%ETFVBVanguard Small-Cap ETF$1,788,511$154,187 ▼-7.9%6,2871.4%ETFDFAIDimensional International Core Equity Market ETF$1,781,734$212,950 ▼-10.7%43,0061.4%ETFVTEBVanguard Tax-Exempt Bond ETF$1,737,562$681,849 ▲64.6%36,6881.4%ETFDFNMDimensional National Municipal Bond ETF$1,645,112$1,194,755 ▲265.3%35,7401.3%ETFAVREAvantis Real Estate ETF$1,566,929$133,272 ▼-7.8%35,3311.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,453,040$129,052 ▼-8.2%39,2501.2%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,392,404$351,703 ▲33.8%13,6271.1%ETFAVDEAvantis International Equity ETF$1,315,226$58,931 ▼-4.3%14,5961.1%ETFVVVanguard Large-Cap ETF$1,254,426$128,082 ▼-9.3%3,5651.0%ETFIVViShares Core S&P 500 ETF$1,238,016$49,000 ▼-3.8%1,6171.0%ETFAVIGAvantis Core Fixed Income ETF$1,138,985$113,560 ▼-9.1%28,9160.9%ETFXPOXPO$1,123,6320.0%6,3850.9%IndustrialsBNDVanguard Total Bond Market ETF$1,100,578$45,597 ▲4.3%15,6890.9%ETFBIVVanguard Intermediate-Term Bond ETF$1,078,816$321,452 ▼-23.0%14,8070.9%ETFIXUSiShares Core MSCI Total International Stock ETF$993,729$56,996 ▼-5.4%10,4610.8%ETFFRELFidelity MSCI Real Estate Index ETF$955,537$56,425 ▼-5.6%35,1560.8%ETFVUSBVanguard Ultra-Short Bond ETF$845,561$90,973 ▼-9.7%17,0650.7%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$820,031$37,260 ▼-4.3%5,2820.7%ETFVTVVanguard Value ETF$802,423$216 ▲0.0%3,7140.6%ETFFIDELITY MERRIMACK STR TR$799,709$1,004,213 ▼-55.7%17,0810.6%SYSTEMATIC MUNVEUVanguard FTSE All-World ex-US ETF$793,375$358,769 ▼-31.1%9,5620.6%ETFVXUSVanguard Total International Stock ETF$781,717$67,628 ▼-8.0%9,2010.6%ETFCMFiShares California Muni Bond ETF$624,382$48,329 ▲8.4%11,5370.5%ETFSCHCSchwab International Small-Cap Equity ETF$514,2120.0%10,3380.4%ETFBSVVanguard Short-Term Bond ETF$509,053$5,348 ▼-1.0%6,6630.4%ETFVBRVanguard Small-Cap Value ETF$501,797$319,976 ▼-38.9%2,1720.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$499,147$102,193 ▲25.7%5,2800.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$495,498$97,982 ▼-16.5%9,5730.4%ETFVGKVanguard FTSE Europe ETF$489,2920.0%5,6370.4%ETFABBVAbbVie$419,3290.0%1,6030.3%HealthcareDFICDimensional International Core Equity 2 ETF$416,756$3,347 ▲0.8%11,0810.3%ETFBACBank of America$409,478$163 ▲0.0%7,5230.3%FinanceVNQIVanguard Global ex-U.S. Real Estate ETF$405,9850.0%9,5480.3%ETFAVDVAvantis International Small Cap Value ETF$394,3150.0%3,6050.3%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$393,118$195,918 ▲99.4%3,9870.3%ETFPALANTIR TECHNOLOGIES INC$380,459$20,388 ▼-5.1%2,0340.3%CL AMSFTMicrosoft$379,488$9,744 ▼-2.5%7400.3%TechnologyIWYiShares Russell Top 200 Growth ETF$336,7870.0%1,1420.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$325,524$31,440 ▼-8.8%4,2140.3%ETFAVIVAvantis International Large Cap Value ETF$312,1500.0%3,9200.2%ETFVNQVanguard Real Estate ETF$301,682$12,548 ▲4.3%3,3660.2%ETFAMDAdvanced Micro Devices$296,7000.0%4850.2%TechnologyEWXSPDR S&P Emerging Markets SmallCap ETF$270,180$156,420 ▼-36.7%3,8000.2%ETFGXOGXO Logistics$269,1450.0%6,0550.2%IndustrialsAAPLApple$268,458$17,320 ▼-6.1%8060.2%TechnologyORCLOracle$263,616$109,840 ▼-29.4%1,9200.2%TechnologyJPMJPMorgan Chase & Co.$254,4080.0%7690.2%FinanceISTBiShares Core 1-5 Year USD Bond ETF$235,2580.0%4,9790.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$225,328$36,252 ▼-13.9%1,7590.2%ETFCVXChevron$215,869$215,869 ▲New Holding1,0570.2%EnergyTSLATesla$213,636$19,873 ▼-8.5%6020.2%Consumer DiscretionaryVUGVanguard Growth ETF$213,2000.0%2,3660.2%ETFDFIVDimensional International Value ETF$212,8820.0%3,8110.2%ETFPHParker-Hannifin$0$1,048,545 ▼-100.0%00.0%IndustrialsGOOGAlphabet$0$827,146 ▼-100.0%00.0%Communication ServicesCATCaterpillar$0$228,954 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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