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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 50.88% of Partners in Financial Planning's stock portfolio.
Added to shares of these 10 stocks: BND, BNDX, CVX, VCIT, SUB, BSV, MUB, GLW, VBIL, URI.
Started 9 new stock positions in AUB, MO, MDLZ, VGK, AOA, VBIL, URI, D, GLW.
Reduced shares in these 10 stocks: VUG, VTEB, , VEA, VTI, VSS, AVGO, VWO, DFAX, VBR.
Sold out of its position in HES.
Partners in Financial Planning was a net buyer of stock by $10M.
Partners in Financial Planning has $579M in assets under management (AUM), dropping by 6.67%.
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 September 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)	12.4	$72M	+7%	966k	74.37	View chart
Vanguard Index Fds Growth Etf (VUG)	11.5	$67M	-2%	139k	479.61	View chart
Vanguard Index Fds Value Etf (VTV)	9.7	$56M		302k	186.49	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	9.2	$53M	+5%	1.1M	49.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.0	$46M		775k	59.92	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	6.2	$36M		457k	78.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.6	$21M		100k	208.71	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.4	$20M		66k	297.62	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.9	$17M		305k	54.18	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.6	$15M		106k	142.55	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.5	$14M		155k	91.42	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.1	$12M		287k	42.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.0	$12M		36k	328.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.9	$11M	-5%	225k	50.07	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.8	$11M	+7%	98k	106.78	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.3	$7.5M	+10%	89k	84.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$6.5M		11k	612.36	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$5.4M	+13%	51k	106.49	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.8	$4.5M		43k	104.51	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.7	$4.3M		78k	55.33	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$4.1M		14k	293.74	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.7	$3.9M		51k	76.72	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.6	$3.4M		16k	209.34	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.6	$3.2M		69k	46.81	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$3.0M		58k	51.23	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.5	$2.9M		20k	144.28	View chart
Norfolk Southern (NSC)	0.5	$2.8M	+6%	9.4k	300.41	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.5	$2.8M		31k	88.65	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$2.7M		8.9k	307.85	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.5	$2.6M		102k	25.85	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$2.1M		29k	71.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.8M		3.8k	468.35	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.3	$1.7M		19k	94.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.7M		6.8k	254.28	View chart
Apple (AAPL)	0.3	$1.7M		6.5k	254.64	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.5M	+4%	13k	112.75	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.2	$1.4M		48k	29.32	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$1.4M		18k	78.09	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$1.4M		29k	47.74	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.4M	-3%	19k	73.46	View chart
Tesla Motors (TSLA)	0.2	$1.4M		3.1k	444.72	View chart
Microsoft Corporation (MSFT)	0.2	$1.3M		2.6k	517.86	View chart
Ishares Tr U S Equity Factr (LRGF)	0.2	$1.3M		19k	69.08	View chart
Amazon (AMZN)	0.2	$1.3M	-3%	5.9k	219.57	View chart
Chevron Corporation (CVX)	0.2	$1.2M	+259%	7.6k	155.29	View chart
Ferguson Enterprises Common Stock New (FERG)	0.2	$1.1M		5.0k	224.58	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$1.1M		19k	58.21	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.1M	+4%	12k	93.37	View chart
Steel Dynamics (STLD)	0.2	$972k	-2%	7.0k	139.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$948k		1.4k	669.51	View chart
Edwards Lifesciences (EW)	0.2	$901k		12k	77.77	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$845k		4.2k	203.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$839k		1.7k	502.74	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$804k		21k	38.57	View chart
Ge Aerospace Com New (GE)	0.1	$777k		2.6k	300.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$776k		8.9k	87.31	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$776k	-8%	25k	31.38	View chart
Truist Financial Corp equities (TFC)	0.1	$677k		15k	45.72	View chart
Texas Pacific Land Corp (TPL)	0.1	$667k		714.00	933.64	View chart
Philip Morris International (PM)	0.1	$660k	+61%	4.1k	162.20	View chart
Wal-Mart Stores (WMT)	0.1	$642k		6.2k	103.06	View chart
National Bankshares (NKSH)	0.1	$631k	+33%	21k	29.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$629k		2.6k	243.52	View chart
Procter & Gamble Company (PG)	0.1	$619k		4.0k	153.67	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$613k		920.00	666.20	View chart
Lowe's Companies (LOW)	0.1	$591k		2.4k	251.27	View chart
Ge Vernova (GEV)	0.1	$572k		930.00	614.93	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$570k		5.7k	100.25	View chart
CSX Corporation (CSX)	0.1	$562k		16k	35.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$559k	-6%	2.3k	243.09	View chart
Nike CL B (NKE)	0.1	$556k		8.0k	69.73	View chart
McDonald's Corporation (MCD)	0.1	$490k		1.6k	303.92	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$485k		3.4k	142.39	View chart
Johnson & Johnson (JNJ)	0.1	$480k	-3%	2.6k	185.39	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$462k		15k	31.53	View chart
Udr (UDR)	0.1	$461k		12k	37.26	View chart
Meta Platforms Cl A (META)	0.1	$453k		617.00	734.38	View chart
CVS Caremark Corporation (CVS)	0.1	$444k		5.9k	75.39	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$441k		9.6k	46.12	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$434k		3.6k	120.71	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$407k		2.9k	139.65	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$405k		1.4k	293.88	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$398k		13k	31.84	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$391k		12k	31.63	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$378k		1.6k	236.06	View chart
Abbott Laboratories (ABT)	0.1	$375k	-11%	2.8k	133.93	View chart
Danaher Corporation (DHR)	0.1	$374k		1.9k	198.26	View chart
Broadcom (AVGO)	0.1	$367k	-23%	1.1k	329.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$355k		5.4k	65.26	View chart
Cardinal Health (CAH)	0.1	$340k		2.2k	156.96	View chart
Capital One Financial (COF)	0.1	$328k		1.5k	212.58	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$308k		13k	23.47	View chart
Abbvie (ABBV)	0.1	$305k		1.3k	231.63	View chart
Corning Incorporated (GLW)	0.1	$298k	NEW	3.6k	82.03	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$286k		5.4k	53.40	View chart
Union Pacific Corporation (UNP)	0.0	$284k		1.2k	236.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$283k		1.4k	206.54	View chart
Carter Bankshares Com New (CARE)	0.0	$282k		15k	19.41	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$273k		2.3k	118.81	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.0	$269k	NEW	3.6k	75.62	View chart
United Rentals (URI)	0.0	$267k	NEW	280.00	954.66	View chart
Raytheon Technologies Corp (RTX)	0.0	$261k		1.6k	167.33	View chart
Williams Companies (WMB)	0.0	$256k		4.0k	63.35	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$236k		1.4k	174.61	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$232k		611.00	378.94	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$229k		3.5k	65.92	View chart
Southern Company (SO)	0.0	$226k		2.4k	94.77	View chart
Altria (MO)	0.0	$225k	NEW	3.4k	66.06	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$223k		1.3k	176.86	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$222k	NEW	3.6k	62.47	View chart
Atlantic Union B (AUB)	0.0	$220k	NEW	6.2k	35.29	View chart
Pfizer (PFE)	0.0	$219k		8.6k	25.48	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$210k	NEW	2.4k	88.15	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$202k	NEW	2.5k	79.80	View chart
Dominion Resources (D)	0.0	$200k	NEW	3.3k	61.17	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 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
Partners in Financial Planning 2023 Q2 filed Feb. 26, 2025

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