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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, IEMG, VEA, and represent 42.81% of Life Planning Partners's stock portfolio.
Added to shares of these 10 stocks: VXUS, GOOG, ORCL, AMD, CAT, VUG, LQD, CMF, CLIP, AGG.
Started 6 new stock positions in ORCL, AMD, CAT, GOOG, VUG, VXUS.
Reduced shares in these 10 stocks: ITOT, TSLA, IEFA, AVDE, IEMG, VB, VEA, IUSB, SUB, VV.
Sold out of its positions in AVES, CVX, XOM.
Life Planning Partners was a net seller of stock by $-8.1M.
Life Planning Partners has $135M in assets under management (AUM), dropping by 2.70%.
Central Index Key (CIK): 0001910934

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Portfolio Holdings for Life Planning Partners

Life Planning Partners holds 71 positions in its portfolio as reported in the June 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)	19.7	$27M	-8%	162k	164.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	7.9	$11M	-7%	110k	96.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.3	$8.5M	-2%	23k	370.04	View chart
Ishares Core Msci Emkt (IEMG)	4.6	$6.1M	-8%	74k	82.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.3	$5.8M	-8%	81k	71.25	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	4.0	$5.4M	-7%	51k	106.47	View chart
Ishares Tr National Mun Etf (MUB)	3.3	$4.5M		42k	107.62	View chart
Global X Fds 1 3 Mo T Bi Et (CLIP)	2.7	$3.7M	+2%	37k	100.34	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	2.5	$3.4M		68k	50.39	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.5	$3.3M	-11%	72k	46.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.1	$2.8M	-7%	47k	59.69	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	2.0	$2.7M		25k	110.15	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.9	$2.6M	-5%	32k	81.94	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	1.9	$2.6M	+2%	51k	50.37	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.8	$2.5M	-7%	19k	128.08	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.6	$2.2M	-4%	26k	82.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$2.1M	-21%	6.8k	303.10	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.5	$2.0M	-6%	48k	41.25	View chart
Fidelity Merrimack Str Tr Systematic Mun (FMUN)	1.4	$1.9M	-13%	39k	50.41	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.4	$1.8M	-2%	38k	47.38	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$1.6M	-7%	43k	36.84	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.1	$1.5M	-7%	19k	76.70	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.0	$1.4M	-31%	15k	89.20	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.0	$1.4M	-23%	3.9k	343.93	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	1.0	$1.3M		32k	41.41	View chart
Xpo Logistics Inc equity (XPO)	1.0	$1.3M		6.4k	205.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$1.3M	-7%	1.7k	748.98	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.9	$1.2M	-6%	14k	83.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$1.1M	-6%	22k	50.58	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.8	$1.1M	+17%	10k	109.07	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$1.1M	-4%	15k	73.41	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.8	$1.1M	-8%	37k	29.30	View chart
Ishares Tr Core Msci Total (IXUS)	0.8	$1.1M	-5%	11k	95.44	View chart
Parker-Hannifin Corporation (PH)	0.8	$1.0M		1.1k	978.12	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.7	$941k	-3%	19k	49.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$864k	-2%	3.6k	242.99	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$855k	NEW	10k	85.49	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.6	$852k	-15%	5.5k	154.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$827k	NEW	2.3k	353.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$809k		3.7k	217.94	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.5	$614k	+27%	11k	57.64	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.4	$594k		12k	51.78	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$525k		6.7k	77.91	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$499k		5.6k	88.54	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$498k		10k	48.12	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.4	$473k	-2%	9.8k	48.34	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	0.3	$446k		6.0k	74.31	View chart
Bank of America Corporation (BAC)	0.3	$429k	-4%	7.5k	56.98	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$428k	-20%	9.5k	44.85	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$416k	+18%	4.2k	98.98	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$410k		11k	37.26	View chart
Abbvie (ABBV)	0.3	$403k		1.6k	251.64	View chart
Oracle Corporation (ORCL)	0.3	$399k	NEW	2.7k	146.55	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$372k		3.6k	103.05	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$365k		4.6k	79.03	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$332k		1.1k	290.62	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$311k		3.2k	96.44	View chart
Gxo Logistics Incorporated Common Stock (GXO)	0.2	$307k		6.1k	50.70	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$304k		3.9k	77.42	View chart
Microsoft Corporation (MSFT)	0.2	$283k	+2%	759.00	373.19	View chart
Advanced Micro Devices (AMD)	0.2	$282k	NEW	485.00	580.90	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$279k	-3%	2.0k	136.68	View chart
Tesla Motors (TSLA)	0.2	$277k	-76%	658.00	420.67	View chart
JPMorgan Chase & Co. (JPM)	0.2	$252k	-33%	769.00	327.33	View chart
Palantir Technologies Cl A (PLTR)	0.2	$250k	+4%	2.1k	116.67	View chart
Apple (AAPL)	0.2	$248k		858.00	289.37	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$240k		5.0k	48.25	View chart
Caterpillar (CAT)	0.2	$229k	NEW	215.00	1064.90	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$206k		3.8k	54.02	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$204k	NEW	2.4k	86.14	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$203k		2.0k	101.31	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 Q2 filed July 22, 2026
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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