Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Life Planning Partners

Latest statistics and disclosures from Life Planning Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, IEFA, VTI, SUB, IEMG, and represent 42.76% of Life Planning Partners's stock portfolio.
Added to shares of these 10 stocks: CLIP, AVIG, VTES, SLV, SLQD, AAPL, IWB, BRK.B, SUB, VUSB.
Started 6 new stock positions in SLV, IWB, BRK.B, AAPL, AVIG, VTES.
Reduced shares in these 10 stocks: EMB, FMUN, IUSB, PH, IXUS, VV, VEA, VTI, VB, VNQ.
Sold out of its position in EMB.
Life Planning Partners was a net buyer of stock by $3.9M.
Life Planning Partners has $137M in assets under management (AUM), dropping by 8.99%.
Central Index Key (CIK): 0001910934

Tip: Access up to 7 years of quarterly data

Positions held by Life Planning Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Life Planning Partners

Life Planning Partners holds 70 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	19.7	$27M		185k	145.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	8.0	$11M		126k	87.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.8	$9.3M		28k	328.17	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	4.1	$5.7M	+3%	53k	106.78	View chart
Ishares Core Msci Emkt (IEMG)	4.1	$5.7M		86k	65.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.0	$5.5M		92k	59.92	View chart
Ishares Tr National Mun Etf (MUB)	3.1	$4.3M		40k	106.49	View chart
Ishares Tr Core Total Usd (IUSB)	2.8	$3.9M	-4%	83k	46.71	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.7	$3.7M		86k	42.79	View chart
Global X Fds 1-3 Month T-bill (CLIP)	2.2	$3.0M	+80%	30k	100.42	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.2	$3.0M	+4%	27k	108.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$2.8M		51k	54.18	View chart
Fidelity Merrimack Str Tr Systematic Mun (FMUN)	2.0	$2.7M	-6%	54k	49.82	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.9	$2.6M		10k	254.29	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.8	$2.5M		35k	72.44	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.8	$2.4M		25k	99.95	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.7	$2.3M		28k	84.11	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.5	$2.0M	+3%	55k	36.35	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.4	$1.9M	-3%	6.2k	307.87	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	1.3	$1.8M	+15%	36k	50.83	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.2	$1.7M		22k	78.09	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.2	$1.6M	+9%	21k	78.90	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$1.6M	+3%	32k	50.07	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$1.5M		47k	31.38	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.0	$1.4M	+8%	32k	44.48	View chart
Tesla Motors (TSLA)	1.0	$1.4M		3.1k	444.74	View chart
Ishares Tr Core Msci Total (IXUS)	0.9	$1.3M	-5%	16k	82.58	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.9	$1.3M	NEW	30k	42.08	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$1.2M	+4%	16k	74.37	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$1.2M		8.5k	142.55	View chart
Parker-Hannifin Corporation (PH)	0.9	$1.2M	-10%	1.6k	758.15	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.9	$1.2M		42k	27.81	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.8	$1.1M		15k	71.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$1.1M		1.6k	669.50	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.7	$953k	+6%	8.6k	111.47	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.6	$849k	+21%	17k	50.00	View chart
Xpo Logistics Inc equity (XPO)	0.6	$825k		6.4k	129.27	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$736k		3.5k	208.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$695k		3.7k	186.49	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.5	$652k	-5%	14k	47.74	View chart
Bank of America Corporation (BAC)	0.5	$625k		12k	51.59	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$541k		6.9k	78.91	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$537k		12k	46.81	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.4	$486k	+28%	10k	47.98	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$476k		8.3k	57.04	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.3	$471k		10k	45.51	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$460k		1.7k	273.65	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$450k		5.6k	79.80	View chart
JPMorgan Chase & Co. (JPM)	0.3	$431k	+17%	1.4k	315.43	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.3	$404k		6.0k	67.29	View chart
Palantir Technologies Cl A (PLTR)	0.3	$401k		2.2k	182.38	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$373k		11k	32.79	View chart
Abbvie (ABBV)	0.3	$371k		1.6k	231.54	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$346k		3.9k	89.03	View chart
Gxo Logistics Incorporated Common Stock (GXO)	0.2	$320k		6.1k	52.89	View chart
Microsoft Corporation (MSFT)	0.2	$306k		591.00	517.98	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$295k	-11%	3.2k	91.42	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$292k	+5%	4.0k	73.46	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$287k		2.6k	110.59	View chart
Chevron Corporation (CVX)	0.2	$285k		1.8k	155.28	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$277k		3.5k	79.93	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$265k	NEW	2.6k	101.93	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$264k		3.9k	67.44	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$256k	NEW	6.0k	42.37	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$237k		4.1k	57.37	View chart
Apple (AAPL)	0.2	$218k	NEW	858.00	254.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$214k		2.1k	100.25	View chart
International Business Machines (IBM)	0.2	$210k	-8%	745.00	282.16	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$210k	NEW	574.00	365.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$206k	NEW	410.00	502.13	View chart

Past Filings by Life Planning Partners

SEC 13F filings are viewable for Life Planning Partners going back to 2021

Life Planning Partners 2025 Q3 filed Oct. 24, 2025
Life Planning Partners 2025 Q2 filed July 21, 2025
Life Planning Partners 2025 Q1 filed April 17, 2025
Life Planning Partners 2024 Q4 restated filed Feb. 12, 2025
Life Planning Partners 2024 Q4 filed Jan. 30, 2025
Life Planning Partners 2024 Q3 filed Oct. 29, 2024
Life Planning Partners 2024 Q2 filed July 31, 2024
Life Planning Partners 2024 Q1 filed May 2, 2024
Life Planning Partners 2023 Q4 filed Jan. 19, 2024
Life Planning Partners 2022 Q3 filed Oct. 13, 2022
Life Planning Partners 2022 Q2 filed July 20, 2022
Life Planning Partners 2022 Q1 filed April 25, 2022
Life Planning Partners 2021 Q4 filed Feb. 11, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z