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Partners in Financial Planning

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

Top 5 stock holdings are BND, VUG, VTV, BNDX, VEA, and represent 51.02% of Partners in Financial Planning's stock portfolio.
Added to shares of these 10 stocks: BNDX, BND, BSV, VTV, MUB, TPL, VCIT, VCRB, VBR, VBIL.
Started 4 new stock positions in ESGV, SLV, VGIT, VCRB.
Reduced shares in these 10 stocks: VUG, SPYV, IWF, VOE, , MDLZ, , VEU, VBK, XOM.
Sold out of its positions in MO, D, MDLZ, VOE.
Partners in Financial Planning was a net buyer of stock by $6.8M.
Partners in Financial Planning has $591M in assets under management (AUM), dropping by 2.10%.
Central Index Key (CIK): 0002054264

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Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 115 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
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	12.3	$73M		984k	74.07	View chart
Vanguard Index Fds Growth Etf (VUG)	11.1	$65M	-3%	134k	487.86	View chart
Vanguard Index Fds Value Etf (VTV)	9.9	$58M		305k	190.99	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	9.5	$56M	+8%	1.2M	48.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.2	$49M		778k	62.47	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	6.2	$37M		465k	78.81	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.6	$22M		102k	211.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.4	$20M		66k	302.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.8	$17M		307k	53.76	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.6	$15M		107k	143.33	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.3	$14M		156k	88.49	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.2	$13M		290k	44.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.0	$12M		36k	335.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.0	$12M	+2%	230k	50.29	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.8	$11M	+2%	100k	106.70	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.3	$7.9M	+5%	94k	83.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$6.6M		11k	627.13	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$6.0M	+10%	56k	107.11	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.8	$4.6M		43k	106.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$4.1M		14k	290.22	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.7	$4.0M	-10%	70k	56.81	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.7	$3.9M		50k	77.53	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.6	$3.3M		16k	209.12	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$3.2M		68k	46.81	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$3.0M		59k	50.01	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.5	$3.0M		20k	150.72	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.5	$2.9M		31k	90.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$2.7M	-2%	8.7k	314.78	View chart
Norfolk Southern (NSC)	0.5	$2.7M		9.4k	288.72	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.4	$2.6M		102k	25.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$2.0M	-5%	27k	73.56	View chart
Apple (AAPL)	0.3	$1.8M		6.5k	271.88	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.3	$1.8M		19k	94.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.7M		6.7k	257.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.6M	-13%	3.3k	473.23	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.5M	-4%	13k	120.34	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.3	$1.5M	+5%	51k	29.28	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$1.4M		18k	77.88	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.4M		19k	75.44	View chart
Tesla Motors (TSLA)	0.2	$1.4M		3.1k	449.72	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$1.4M	+2%	30k	45.84	View chart
Amazon (AMZN)	0.2	$1.4M		5.9k	230.82	View chart
Ishares Tr U S Equity Factr (LRGF)	0.2	$1.3M		19k	69.43	View chart
Microsoft Corporation (MSFT)	0.2	$1.3M		2.6k	483.54	View chart
Steel Dynamics (STLD)	0.2	$1.2M		7.0k	169.45	View chart
Chevron Corporation (CVX)	0.2	$1.2M		7.6k	152.42	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$1.1M		19k	59.54	View chart
Ferguson Enterprises Common Stock New (FERG)	0.2	$1.1M		5.0k	222.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.1M		12k	96.03	View chart
Edwards Lifesciences (EW)	0.2	$988k		12k	85.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$970k		1.4k	684.80	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$875k		4.2k	210.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$841k		1.7k	502.65	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$826k		21k	39.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$826k		2.6k	313.81	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$814k		25k	32.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$810k		9.1k	89.46	View chart
Ge Aerospace Com New (GE)	0.1	$797k		2.6k	308.01	View chart
Truist Financial Corp equities (TFC)	0.1	$729k		15k	49.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$724k		2.3k	313.00	View chart
National Bankshares (NKSH)	0.1	$719k		21k	33.53	View chart
Wal-Mart Stores (WMT)	0.1	$699k		6.3k	111.41	View chart
Philip Morris International (PM)	0.1	$652k		4.1k	160.40	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$628k		922.00	681.56	View chart
Texas Pacific Land Corp (TPL)	0.1	$615k	+200%	2.1k	287.22	View chart
Ge Vernova (GEV)	0.1	$608k		930.00	653.79	View chart
Procter & Gamble Company (PG)	0.1	$579k		4.0k	143.31	View chart
CSX Corporation (CSX)	0.1	$573k		16k	36.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$570k		5.7k	99.88	View chart
Lowe's Companies (LOW)	0.1	$567k		2.4k	241.19	View chart
Johnson & Johnson (JNJ)	0.1	$536k		2.6k	206.92	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$534k	+99%	7.1k	75.43	View chart
Nike CL B (NKE)	0.1	$508k		8.0k	63.71	View chart
McDonald's Corporation (MCD)	0.1	$493k		1.6k	305.66	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$480k		15k	32.57	View chart
CVS Caremark Corporation (CVS)	0.1	$467k		5.9k	79.36	View chart
Udr (UDR)	0.1	$454k		12k	36.68	View chart
Cardinal Health (CAH)	0.1	$445k		2.2k	205.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$443k		3.6k	123.25	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$441k		1.6k	275.39	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$439k	-5%	3.2k	136.95	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$436k	-8%	8.7k	49.90	View chart
Danaher Corporation (DHR)	0.1	$432k		1.9k	228.92	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$413k		13k	32.89	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$411k		2.9k	141.05	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$409k		12k	32.94	View chart
Meta Platforms Cl A (META)	0.1	$407k		617.00	660.09	View chart
Capital One Financial (COF)	0.1	$399k	+6%	1.6k	242.36	View chart
Broadcom (AVGO)	0.1	$385k		1.1k	346.10	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$376k	NEW	4.8k	77.90	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$367k	-4%	1.3k	279.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$360k		5.5k	65.99	View chart
Abbott Laboratories (ABT)	0.1	$351k		2.8k	125.28	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$335k	+14%	6.1k	54.71	View chart
Corning Incorporated (GLW)	0.1	$318k		3.6k	87.56	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$311k		13k	23.37	View chart
Abbvie (ABBV)	0.1	$301k		1.3k	228.43	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$291k		1.4k	212.12	View chart
Raytheon Technologies Corp (RTX)	0.0	$289k		1.6k	183.40	View chart
Union Pacific Corporation (UNP)	0.0	$278k		1.2k	231.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$276k		2.3k	120.20	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$261k	+22%	2.9k	89.56	View chart
Carter Bankshares Com New (CARE)	0.0	$253k	-11%	13k	19.66	View chart
Williams Companies (WMB)	0.0	$243k		4.0k	60.11	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$241k	NEW	3.7k	64.42	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$236k		611.00	386.85	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$234k		3.5k	67.23	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$228k		1.3k	181.15	View chart
United Rentals (URI)	0.0	$227k		280.00	809.32	View chart
Atlantic Union B (AUB)	0.0	$220k		6.2k	35.30	View chart
Pfizer (PFE)	0.0	$214k		8.6k	24.90	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$211k	NEW	3.5k	59.93	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$211k		2.5k	83.61	View chart
Southern Company (SO)	0.0	$208k		2.4k	87.20	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$200k	NEW	1.7k	120.96	View chart

Past Filings by Partners in Financial Planning

SEC 13F filings are viewable for Partners in Financial Planning going back to 2023

Partners in Financial Planning 2025 Q4 filed Feb. 2, 2026
Partners in Financial Planning 2025 Q3 filed Nov. 10, 2025
Partners in Financial Planning 2025 Q2 filed Aug. 4, 2025
Partners in Financial Planning 2022 Q4 filed May 5, 2025
Partners in Financial Planning 2022 Q3 filed May 5, 2025
Partners in Financial Planning 2022 Q2 filed May 5, 2025
Partners in Financial Planning 2022 Q1 filed May 5, 2025
Partners in Financial Planning 2021 Q4 filed May 5, 2025
Partners in Financial Planning 2021 Q3 filed May 5, 2025
Partners in Financial Planning 2021 Q2 filed May 5, 2025
Partners in Financial Planning 2025 Q1 filed April 30, 2025
Partners in Financial Planning 2023 Q3 filed March 4, 2025
Partners in Financial Planning 2024 Q3 filed Feb. 26, 2025
Partners in Financial Planning 2024 Q2 filed Feb. 26, 2025
Partners in Financial Planning 2024 Q1 filed Feb. 26, 2025
Partners in Financial Planning 2023 Q4 filed Feb. 26, 2025

View all past filings

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