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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 41.96% of Life Planning Partners's stock portfolio.
Added to shares of these 10 stocks: ISTB, MUB, XOM, DFIV, DFAI, AVRE, AVDE, VEA, VV, SLQD.
Started 3 new stock positions in DFIV, XOM, ISTB.
Reduced shares in these 10 stocks: PH, VUG, FMUN, JPM, VSS, VTI, VCIT, VNQI, SPDW, FREL.
Sold out of its position in VUG.
Life Planning Partners was a net buyer of stock by $1.4M.
Life Planning Partners has $131M in assets under management (AUM), dropping by 0.35%.
Central Index Key (CIK): 0001910934

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Portfolio Holdings for Life Planning Partners

Life Planning Partners holds 68 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	19.2	$25M		177k	142.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	8.2	$11M		119k	90.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.8	$7.6M		24k	320.81	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	4.4	$5.8M		55k	106.50	View chart
Ishares Core Msci Emkt (IEMG)	4.3	$5.7M		81k	69.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.3	$5.7M	+3%	88k	64.08	View chart
Ishares Tr National Mun Etf (MUB)	3.4	$4.5M	+5%	42k	106.15	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.9	$3.8M		81k	46.19	View chart
Global X Fds 1-3 Month T-bill (CLIP)	2.7	$3.6M		36k	100.36	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	2.4	$3.1M		68k	45.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.1	$2.7M		50k	54.05	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	1.9	$2.5M	+5%	50k	50.49	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.9	$2.5M		25k	102.25	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.8	$2.4M	+2%	34k	70.91	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.8	$2.3M	+4%	21k	111.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$2.3M	+4%	8.7k	261.93	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.7	$2.3M	-2%	27k	82.75	View chart
Fidelity Merrimack Str Tr Systematic Mun (FMUN)	1.7	$2.2M	-6%	45k	49.63	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.5	$2.0M	+10%	52k	38.96	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.4	$1.9M	+9%	22k	84.84	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.3	$1.7M	+11%	39k	44.02	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.2	$1.6M		21k	77.18	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$1.6M		46k	33.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.2	$1.5M	+11%	5.1k	298.86	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	1.0	$1.3M	+2%	32k	41.54	View chart
Xpo Logistics Inc equity (XPO)	0.9	$1.2M		6.4k	194.55	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$1.2M		24k	49.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$1.2M		1.8k	653.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$1.2M		16k	73.64	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.8	$1.1M		15k	75.10	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.8	$1.1M		41k	26.91	View chart
Tesla Motors (TSLA)	0.8	$1.0M		2.8k	371.77	View chart
Ishares Tr Core Msci Total (IXUS)	0.8	$1.0M		12k	86.64	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.7	$976k		20k	49.79	View chart
Parker-Hannifin Corporation (PH)	0.7	$960k	-19%	1.1k	895.24	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.7	$956k	-5%	6.6k	145.79	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.7	$947k		8.7k	108.99	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$796k		3.7k	217.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$731k		3.7k	196.18	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$538k		6.9k	78.41	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.4	$538k		12k	46.91	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.4	$536k	-7%	12k	44.45	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$483k		10k	46.74	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.4	$483k		10k	47.93	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$474k		8.3k	56.86	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$465k		5.6k	82.43	View chart
Spdr Index Shs Fds State Street Spd (EWX)	0.3	$397k		6.0k	66.12	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$389k		11k	35.53	View chart
Bank of America Corporation (BAC)	0.3	$382k		7.8k	48.75	View chart
Chevron Corporation (CVX)	0.3	$380k		1.8k	206.87	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$365k	-2%	4.6k	79.27	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$360k		3.6k	99.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$353k	+4%	3.6k	99.28	View chart
Abbvie (ABBV)	0.3	$349k		1.6k	217.49	View chart
JPMorgan Chase & Co. (JPM)	0.3	$342k	-14%	1.2k	294.16	View chart
Gxo Logistics Incorporated Common Stock (GXO)	0.2	$314k		6.1k	51.85	View chart
Palantir Technologies Cl A (PLTR)	0.2	$300k		2.0k	146.25	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$293k		3.9k	74.83	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$286k		3.2k	88.70	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$284k		1.1k	248.84	View chart
Microsoft Corporation (MSFT)	0.2	$273k	+40%	739.00	370.02	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$250k		2.1k	118.45	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$248k		4.1k	59.98	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$241k	NEW	5.0k	48.46	View chart
Apple (AAPL)	0.2	$218k		858.00	253.78	View chart
Exxon Mobil Corporation (XOM)	0.2	$209k	NEW	1.2k	169.65	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$202k		2.0k	101.14	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$201k	NEW	3.8k	52.78	View chart

Past Filings by Life Planning Partners

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

Life Planning Partners 2026 Q1 filed April 29, 2026
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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