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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 42.97% of Life Planning Partners's stock portfolio.
Added to shares of these 10 stocks: SLQD, CLIP, VUG, AVRE, SUB, IVV, VUSB, AGG, VCSH, AVIG.
Started 1 new stock position in VUG.
Reduced shares in these 10 stocks: VTI, ITOT, SPDW, AVUS, IEFA, VB, VV, IEMG, VTEB, VEA.
Sold out of its positions in BRK.B, IBM, IWB, SLV, VXUS.
Life Planning Partners was a net seller of stock by $-8.8M.
Life Planning Partners has $131M in assets under management (AUM), dropping by -4.66%.
Central Index Key (CIK): 0001910934

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Portfolio Holdings for Life Planning Partners

Life Planning Partners holds 66 positions in its portfolio as reported in the December 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)	20.1	$26M	-4%	177k	148.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	8.2	$11M	-5%	119k	89.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.1	$8.0M	-15%	24k	335.26	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	4.5	$5.8M	+2%	55k	106.70	View chart
Ishares Core Msci Emkt (IEMG)	4.1	$5.4M	-6%	80k	67.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.1	$5.3M	-6%	86k	62.47	View chart
Ishares Tr National Mun Etf (MUB)	3.3	$4.3M		40k	107.11	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.9	$3.8M		82k	46.54	View chart
Global X Fds 1-3 Month T-bill (CLIP)	2.7	$3.6M	+17%	36k	100.11	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.3	$3.0M	-21%	68k	44.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$2.7M	-2%	50k	53.76	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.9	$2.5M		25k	102.54	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.9	$2.4M	-6%	33k	74.17	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	1.8	$2.4M	+31%	47k	50.70	View chart
Fidelity Merrimack Str Tr Systematic Mun (FMUN)	1.8	$2.4M	-11%	48k	50.23	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.8	$2.3M		28k	83.75	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.7	$2.3M	-26%	20k	111.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$2.2M	-19%	8.4k	257.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.4	$1.8M	-15%	47k	38.11	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.3	$1.7M		20k	82.32	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.2	$1.6M	-3%	21k	77.88	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.2	$1.5M	+11%	35k	43.53	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$1.5M		46k	32.73	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.1	$1.4M	-25%	4.6k	314.82	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	1.0	$1.3M	+3%	31k	41.92	View chart
Tesla Motors (TSLA)	1.0	$1.3M	-10%	2.8k	449.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$1.2M	+13%	1.8k	685.25	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$1.2M	-23%	24k	50.29	View chart
Parker-Hannifin Corporation (PH)	0.9	$1.2M	-16%	1.3k	878.96	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$1.2M	-3%	16k	74.07	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.9	$1.1M		42k	26.89	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.8	$1.1M		15k	73.56	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.8	$994k	-18%	6.9k	143.33	View chart
Ishares Tr Core Msci Total (IXUS)	0.8	$990k	-25%	12k	84.64	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.7	$976k	+15%	20k	49.84	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.7	$964k	+2%	8.8k	110.18	View chart
Xpo Logistics Inc equity (XPO)	0.7	$868k		6.4k	135.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$776k	+4%	3.7k	211.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$712k		3.7k	190.99	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.5	$598k	-4%	13k	45.84	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$541k		6.9k	78.81	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	$485k		10k	48.17	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$479k		8.3k	57.46	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$471k		5.6k	83.61	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$471k		10k	45.53	View chart
JPMorgan Chase & Co. (JPM)	0.3	$440k		1.4k	322.22	View chart
Bank of America Corporation (BAC)	0.3	$431k	-35%	7.8k	55.00	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.3	$394k		6.0k	65.66	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$378k	-3%	11k	34.46	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$377k	+36%	4.7k	79.73	View chart
Abbvie (ABBV)	0.3	$366k		1.6k	228.49	View chart
Palantir Technologies Cl A (PLTR)	0.3	$365k	-6%	2.1k	177.71	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$340k	+59%	3.4k	99.88	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$339k	-7%	3.6k	93.97	View chart
Gxo Logistics Incorporated Common Stock (GXO)	0.2	$319k		6.1k	52.64	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$316k	-31%	1.1k	276.94	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$285k		3.2k	88.50	View chart
Chevron Corporation (CVX)	0.2	$280k		1.8k	152.37	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$279k		3.9k	71.23	View chart
Microsoft Corporation (MSFT)	0.2	$255k	-10%	526.00	483.78	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$241k		4.1k	58.31	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$240k	-18%	2.1k	113.72	View chart
Apple (AAPL)	0.2	$233k		858.00	271.81	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$203k	-23%	2.0k	101.58	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$200k	NEW	410.00	487.86	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 Q4 filed Jan. 16, 2026
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

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