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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 50.30% of Partners in Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VUG (+$59M), VO, BNDX, SPY, VTEB, IWF, BND, BSV, SUB, RSP.
Started 11 new stock positions in ESGV, SPHQ, SDY, VOE, IWY, CFG, ICF, D, IWR, CAT. RSP.
Reduced shares in these 10 stocks: VTV, VEA, VBR, SPTS, , VBK, PEP, VWO, SPYG, BIV.
Sold out of its positions in PEP, VGIT.
Partners in Financial Planning was a net buyer of stock by $71M.
Partners in Financial Planning has $660M in assets under management (AUM), dropping by 9.38%.
Central Index Key (CIK): 0002054264

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Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 131 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
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)	11.8	$78M		1.1M	73.41	View chart
Vanguard Growth Etf Growth Etf (VUG)	10.8	$71M	+504%	825k	86.14	View chart
Vanguard Value Etf Value Etf (VTV)	9.9	$65M	-2%	300k	217.93	View chart
Vanguard Total International Bond Etf Total Int Bd Etf (BNDX)	9.5	$62M	+4%	1.3M	48.43	View chart
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)	8.3	$55M	-2%	772k	71.25	View chart
Vanguard Short-term Bond Etf Short Trm Bond (BSV)	5.8	$38M	+2%	489k	77.91	View chart
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)	3.7	$24M		66k	365.70	View chart
Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR)	3.7	$24M	-2%	100k	242.99	View chart
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)	2.7	$18M		303k	59.69	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Ftse Smcap Etf (VSS)	2.5	$16M		105k	154.29	View chart
Vanguard Real Estate Etf Real Estate Etf (VNQ)	2.4	$16M	+2%	161k	96.45	View chart
State Street Spdr Portfolio Developed World Ex-us Etf St Str Po Ex Etf (SPDW)	2.2	$15M		291k	50.39	View chart
Vanguard Tax-exempt Bond Etf Tax Exempt Bd (VTEB)	2.0	$13M	+10%	262k	50.58	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	2.0	$13M		36k	370.04	View chart
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB)	1.8	$12M	+7%	110k	106.47	View chart
Vanguard Intermediate-term Corporate Bond Etf Int-term Corp (VCIT)	1.3	$8.3M	+3%	101k	82.65	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	1.1	$7.5M		11k	686.82	View chart
Ishares National Muni Bond Etf National Mun Etf (MUB)	1.0	$6.9M		64k	107.62	View chart
State Street Spdr Portfolio S&p 500 Growth Etf ST STR P500GRW (SPYG)	0.7	$4.9M	-3%	41k	118.99	View chart
Vanguard Mid-cap Etf Mid Cap Etf (VO)	0.7	$4.5M	+300%	56k	80.57	View chart
State Street Spdr Portfolio S&p 500 Value Etf St Str P500val (SPYV)	0.7	$4.3M		71k	60.79	View chart
Ishares Msci Eafe Small-cap Etf Eafe Sml Cp Etf (SCZ)	0.6	$4.2M	+3%	52k	82.27	View chart
Vanguard Extended Market Etf Extend Mkt Etf (VXF)	0.6	$3.8M	-2%	16k	246.21	View chart
State Street Spdr Portfolio Emerging Markets Etf St Port Mark Etf (SPEM)	0.6	$3.7M		72k	51.78	View chart
State Street Spdr S&p 600 Small Cap Value Etf ST STR SP600SM C (SLYV)	0.5	$3.5M		32k	109.11	View chart
Vanguard U.s. Multifactor Etf Us Multifactor (VFMF)	0.5	$3.4M		19k	176.97	View chart
Ishares Core International Aggregate Bond Etf Core Intl Aggr (IAGG)	0.5	$3.3M	+5%	66k	50.60	View chart
Vanguard Large-cap Etf Large Cap Etf (VV)	0.5	$3.0M		8.7k	343.89	View chart
Norfolk Southern (NSC)	0.4	$2.9M		9.4k	314.59	View chart
State Street Spdr Portfolio Aggregate Bond Etf St Str Aggre Etf (SPAB)	0.4	$2.7M		106k	25.52	View chart
State Street Spdr S&p 500 Etf Tr Unit (SPY)	0.3	$2.3M	+227%	3.0k	746.65	View chart
State Street Spdr S&p 600 Small Cap Growth Etf St Str Sp600grwo (SLYG)	0.3	$2.2M	-2%	18k	119.13	View chart
Vanguard Ftse All-world Ex-us Index Fund Allwrld Ex Us (VEU)	0.3	$2.1M	-5%	25k	83.75	View chart
Vanguard Small-cap Etf Small Cp Etf (VB)	0.3	$2.0M		6.7k	303.11	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.7M		13k	136.72	View chart
Apple (AAPL)	0.3	$1.7M	-3%	5.9k	289.37	View chart
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)	0.2	$1.6M	+300%	13k	124.17	View chart
Seagate Technology Hldngs Plc Ord Ord Shs (STX)	0.2	$1.5M		1.6k	965.00	View chart
Steel Dynamics (STLD)	0.2	$1.5M	-3%	6.4k	229.46	View chart
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)	0.2	$1.5M	-7%	17k	85.49	View chart
Ishares U.s. Equity Factor Etf U S Equity Factr (LRGF)	0.2	$1.4M		19k	75.63	View chart
Amazon (AMZN)	0.2	$1.4M		5.7k	238.34	View chart
Vanguard Global Ex-u.s. Real Estate Etf Glb Ex Us Etf (VNQI)	0.2	$1.3M		29k	44.87	View chart
Tesla Motors (TSLA)	0.2	$1.3M		3.1k	420.60	View chart
Dimensional U.s. Targeted Value Etf Us Targeted Vlu (DFAT)	0.2	$1.3M	-5%	18k	69.90	View chart
Chevron Corporation (CVX)	0.2	$1.3M		7.6k	165.75	View chart
Vanguard Intermediate-term Bond Etf Intermed Term (BIV)	0.2	$1.2M	-10%	16k	76.70	View chart
Ferguson Enterprises Common Stock New (FERG)	0.2	$1.2M		5.0k	237.33	View chart
State Street Spdr Portfolio Short Term Treasury Etf St Sho Treas Etf (SPTS)	0.2	$1.2M	-19%	40k	29.01	View chart
Ge Vernova (GEV)	0.2	$1.2M		985.00	1174.87	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.2	$1.1M		1.4k	748.96	View chart
Edwards Lifesciences (EW)	0.2	$1.0M		12k	90.46	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	0.2	$1.0M	-11%	9.8k	103.88	View chart
Ge Aerospace Com New (GE)	0.2	$1.0M		2.7k	373.75	View chart
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	0.2	$1.0M		4.2k	242.41	View chart
Microsoft Corporation (MSFT)	0.1	$978k		2.6k	372.97	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.1	$967k		2.7k	353.33	View chart
Texas Pacific Land Corp (TPL)	0.1	$937k		2.1k	437.64	View chart
Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)	0.1	$925k		25k	36.84	View chart
Dimensional National Municipal Bond Etf Natl Mun Bd Etf (DFNM)	0.1	$924k	+19%	19k	48.33	View chart
Dimensional U.s. Core Equity 2 Etf Us Cor Equ 2 Etf (DFAC)	0.1	$920k		21k	44.36	View chart
Corning Incorporated (GLW)	0.1	$920k		3.6k	255.43	View chart
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)	0.1	$895k	+2%	9.3k	96.58	View chart
Truist Financial Corp equities (TFC)	0.1	$852k		17k	49.82	View chart
Vanguard 0-3 Month Treasury Bill Etf 0 3 Mo Tr Bi Etf (VBIL)	0.1	$851k	+6%	11k	75.68	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	0.1	$840k		2.3k	357.39	View chart
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)	0.1	$838k		1.7k	500.39	View chart
National Bankshares (NKSH)	0.1	$779k		21k	36.33	View chart
CSX Corporation (CSX)	0.1	$752k		16k	47.53	View chart
Philip Morris International (PM)	0.1	$736k		4.1k	180.91	View chart
Wal-Mart Stores (WMT)	0.1	$722k		6.4k	113.26	View chart
Dimensional Emerging Core Equity Market Etf Emgr Cre Eqt Mng (DFAE)	0.1	$719k		18k	40.21	View chart
Johnson & Johnson (JNJ)	0.1	$677k		2.7k	253.95	View chart
CVS Caremark Corporation (CVS)	0.1	$609k		5.9k	103.45	View chart
Procter & Gamble Company (PG)	0.1	$602k		4.1k	146.63	View chart
Ishares Core U.s. Aggregate Bond Etf Core Us Aggbd Et (AGG)	0.1	$567k		5.7k	98.98	View chart
Dimensional Us Small Cap Value Etf Us Small Cap Etf (DFSV)	0.1	$559k		14k	38.79	View chart
Lowe's Companies (LOW)	0.1	$529k		2.4k	220.45	View chart
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)	0.1	$516k	NEW	2.4k	212.79	View chart
Cardinal Health (CAH)	0.1	$514k		2.2k	237.56	View chart
Udr (UDR)	0.1	$494k		12k	39.92	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.1	$483k		3.5k	137.53	View chart
Ishares Russell Mid-cap Value Etf Rus Mdcp Val Etf (IWS)	0.1	$480k		2.9k	164.58	View chart
Dimensional International Value Etf Internatnal Val (DFIV)	0.1	$476k		8.8k	54.02	View chart
Ishares Russell Mid-cap Growth Etf Rus Md Cp Gr Etf (IWP)	0.1	$469k		3.2k	146.42	View chart
Dimensional International Small Cap Etf Intl Small Cap E (DFIS)	0.1	$448k	+3%	13k	35.03	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	0.1	$436k		5.6k	77.11	View chart
Schwab Fundamental U.s. Large Company Etf Fundamental Us L (FNDX)	0.1	$430k		14k	31.10	View chart
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR)	0.1	$429k	-10%	2.9k	148.32	View chart
Broadcom (AVGO)	0.1	$424k		1.1k	377.75	View chart
Carter Bankshares Com New (CARE)	0.1	$418k		12k	34.01	View chart
Vanguard Mid-cap Growth Etf Mcap Gr Idxvip (VOT)	0.1	$403k		1.3k	306.23	View chart
McDonald's Corporation (MCD)	0.1	$382k		1.4k	270.34	View chart
Vanguard Core Bond Etf Core Bd Etf (VCRB)	0.1	$379k		4.9k	77.24	View chart
Danaher Corporation (DHR)	0.1	$372k		2.0k	190.59	View chart
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)	0.1	$356k	-13%	5.2k	68.42	View chart
Meta Platforms Inc Cl A Cl A (META)	0.1	$353k		627.00	563.29	View chart
Ishares Msci Intl Quality Factor Etf Msci Intl Qualty (IQLT)	0.1	$352k		7.1k	49.55	View chart
Dimensional International Core Equity Market Etf Intl Core Eqt Mk (DFAI)	0.1	$338k		8.2k	41.25	View chart
Abbvie (ABBV)	0.1	$331k		1.3k	251.62	View chart
Nike Inc Cl B CL B (NKE)	0.0	$327k		8.0k	41.05	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	0.0	$327k		3.9k	82.85	View chart
Union Pacific Corporation (UNP)	0.0	$326k		1.2k	272.00	View chart
United Rentals (URI)	0.0	$317k		280.00	1132.89	View chart
Schwab Us Aggregate Bond Etf Us Aggregate B (SCHZ)	0.0	$315k		14k	23.13	View chart
Capital One Financial (COF)	0.0	$310k		1.5k	200.62	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	0.0	$310k		1.4k	227.06	View chart
Williams Companies (WMB)	0.0	$301k		4.0k	74.34	View chart
Raytheon Technologies Corp (RTX)	0.0	$299k		1.6k	189.73	View chart
Ishares Core 80/20 Aggressive Allocation Etf Core 80 20 Etf (AOA)	0.0	$286k		2.9k	97.61	View chart
Ishares Russell 2000 Value Etf Rus 2000 Val Etf (IWN)	0.0	$279k		1.3k	221.18	View chart
Caterpillar (CAT)	0.0	$271k	NEW	254.00	1064.90	View chart
Atlantic Union B (AUB)	0.0	$265k		6.3k	42.31	View chart
Ishares Russell 3000 Etf Russell 3000 Etf (IWV)	0.0	$261k		611.00	426.40	View chart
Abbott Laboratories (ABT)	0.0	$254k		2.8k	90.73	View chart
State Street Spdr S&p Dividend Etf St Str Sp Div (SDY)	0.0	$248k	NEW	1.6k	152.20	View chart
Altria (MO)	0.0	$245k		3.4k	71.95	View chart
Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)	0.0	$233k	NEW	2.6k	90.10	View chart
Ishares Russell Top 200 Growth Etf Rus Tp200 Gr Etf (IWY)	0.0	$231k	NEW	796.00	290.62	View chart
Southern Company (SO)	0.0	$228k		2.4k	95.71	View chart
Dimensional Us Real Estate Etf Us Real Esta Etf (DFAR)	0.0	$224k		8.6k	26.16	View chart
Vanguard Ftse Europe Etf Ftse Europe Etf (VGK)	0.0	$224k		2.5k	88.53	View chart
Citizens Financial (CFG)	0.0	$223k	NEW	3.2k	70.07	View chart
Ishares Silver Trust Ishares (SLV)	0.0	$220k	+2%	4.1k	53.47	View chart
Vanguard Esg U.s. Stock Etf Esg Us Stk Etf (ESGV)	0.0	$219k	NEW	1.7k	132.26	View chart
Ishares Russell Midcap Etf Rus Mid Cap Etf (IWR)	0.0	$216k	NEW	2.0k	110.33	View chart
Mondelez Intl Inc Cl A Cl A (MDLZ)	0.0	$214k		3.7k	57.84	View chart
Pfizer (PFE)	0.0	$207k		8.6k	24.08	View chart
Ishares Select U.s. Reit Etf Select Us Reit (ICF)	0.0	$206k	NEW	3.0k	67.63	View chart
Dominion Resources (D)	0.0	$203k	NEW	3.0k	68.29	View chart
Vanguard Mid-cap Value Etf Mcap Vl Idxvip (VOE)	0.0	$201k	NEW	1.0k	197.58	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 2026 Q2 filed Aug. 10, 2026
Partners in Financial Planning 2026 Q1 filed May 11, 2026
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

View all past filings

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