Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, VTV, VUG, BNDX, VEA, and represent 50.90% of Partners in Financial Planning's stock portfolio.
Added to shares of these 10 stocks: BND, BNDX, VUG, BSV, MUB, VEA, DFNM, VTV, FNDX, IQLT.
Started 8 new stock positions in MDLZ, IQLT, MO, DFAI, DFAR, FNDX, DFNM, PEP.
Reduced shares in these 10 stocks: ESGV, VTI, VSS, AAPL, VWO, MCD, STLD, VFMF, EFA, AMZN.
Sold out of its position in ESGV.
Partners in Financial Planning was a net buyer of stock by $17M.
Partners in Financial Planning has $603M in assets under management (AUM), dropping by 2.09%.
Central Index Key (CIK): 0002054264

Tip: Access up to 7 years of quarterly data

Positions held by Partners in Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 122 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
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	12.8	$77M	+6%	1.0M	73.64	View chart
Vanguard Index Fds Value Etf (VTV)	10.0	$60M		307k	196.20	View chart
Vanguard Index Fds Growth Etf (VUG)	9.9	$60M		136k	436.79	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	9.9	$59M	+6%	1.2M	48.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.4	$51M		790k	64.08	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	6.2	$37M	+2%	477k	78.41	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.7	$22M		102k	217.25	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.4	$20M		67k	302.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.7	$17M		306k	54.05	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.6	$15M		106k	145.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.3	$14M		158k	88.68	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.2	$13M		290k	45.65	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.0	$12M	+2%	237k	49.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$11M		35k	320.81	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.8	$11M		102k	106.50	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.3	$8.1M	+3%	97k	82.75	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$6.8M	+15%	64k	106.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$6.5M	+3%	11k	597.54	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.7	$4.2M		43k	97.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$4.0M		14k	287.18	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.7	$4.0M		70k	56.58	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$3.9M		50k	78.41	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.6	$3.3M	+4%	71k	46.91	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.5	$3.3M		16k	205.80	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$3.1M	+4%	62k	50.04	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.5	$3.0M		32k	94.58	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.5	$3.0M		19k	155.07	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.4	$2.7M	+2%	105k	25.62	View chart
Norfolk Southern (NSC)	0.4	$2.7M		9.4k	287.00	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$2.6M		8.7k	298.86	View chart
Exxon Mobil Corporation (XOM)	0.4	$2.1M		13k	169.66	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$2.0M		27k	75.10	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.3	$1.8M		19k	96.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.8M		6.7k	261.92	View chart
Chevron Corporation (CVX)	0.3	$1.6M		7.6k	206.91	View chart
Apple (AAPL)	0.3	$1.6M	-6%	6.1k	253.78	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.2	$1.5M		50k	29.18	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.4M		19k	77.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.4M		3.3k	426.45	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$1.4M		18k	77.18	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$1.3M		30k	44.40	View chart
Ishares Tr U S Equity Factr (LRGF)	0.2	$1.2M		19k	66.00	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$1.2M		19k	62.45	View chart
Steel Dynamics (STLD)	0.2	$1.2M	-4%	6.6k	180.00	View chart
Amazon (AMZN)	0.2	$1.2M	-3%	5.7k	208.27	View chart
Ferguson Enterprises Common Stock New (FERG)	0.2	$1.2M		5.0k	233.26	View chart
Tesla Motors (TSLA)	0.2	$1.1M		3.1k	371.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.1M	-4%	11k	97.13	View chart
Texas Pacific Land Corp (TPL)	0.2	$1.0M		2.1k	474.56	View chart
Microsoft Corporation (MSFT)	0.2	$971k		2.6k	370.12	View chart
Edwards Lifesciences (EW)	0.2	$928k		12k	80.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$926k		1.4k	653.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$890k		4.2k	213.67	View chart
Ge Vernova (GEV)	0.1	$867k	+6%	993.00	872.66	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$846k		25k	33.97	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$820k		9.1k	90.53	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$812k		21k	38.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$802k		1.7k	479.20	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$796k	+48%	11k	75.65	View chart
Wal-Mart Stores (WMT)	0.1	$793k		6.4k	124.28	View chart
Truist Financial Corp equities (TFC)	0.1	$785k	+15%	17k	45.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$785k	+3%	2.7k	286.81	View chart
National Bankshares (NKSH)	0.1	$780k		21k	36.41	View chart
Ge Aerospace Com New (GE)	0.1	$779k	+6%	2.7k	283.81	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$765k	NEW	16k	47.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$676k		2.3k	287.57	View chart
Philip Morris International (PM)	0.1	$672k		4.1k	165.34	View chart
Johnson & Johnson (JNJ)	0.1	$652k	+2%	2.7k	244.41	View chart
CSX Corporation (CSX)	0.1	$649k		16k	41.05	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$627k		1.6k	391.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$600k		923.00	650.42	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$594k	+18%	18k	33.86	View chart
Procter & Gamble Company (PG)	0.1	$592k		4.1k	144.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$567k		5.7k	99.26	View chart
Lowe's Companies (LOW)	0.1	$567k	+2%	2.4k	236.27	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$503k	+14%	14k	35.04	View chart
Corning Incorporated (GLW)	0.1	$494k		3.6k	135.97	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$461k		8.7k	52.78	View chart
Cardinal Health (CAH)	0.1	$457k		2.2k	211.31	View chart
McDonald's Corporation (MCD)	0.1	$439k	-12%	1.4k	310.82	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$425k		2.9k	145.76	View chart
CVS Caremark Corporation (CVS)	0.1	$423k		5.9k	71.82	View chart
Nike CL B (NKE)	0.1	$421k		8.0k	52.82	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$418k		12k	33.67	View chart
Udr (UDR)	0.1	$418k		12k	33.78	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$411k		3.2k	128.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$400k	+40%	3.2k	124.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$397k	-2%	3.5k	113.12	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$387k	NEW	14k	27.85	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$379k	+3%	5.6k	67.53	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$378k		4.9k	77.38	View chart
Danaher Corporation (DHR)	0.1	$370k	+3%	2.0k	189.37	View chart
Meta Platforms Cl A (META)	0.1	$357k		624.00	572.13	View chart
Broadcom (AVGO)	0.1	$344k		1.1k	309.51	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$340k	-2%	6.0k	56.79	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$339k		1.3k	257.26	View chart
Ishares Tr Msci Int Quality (IQLT)	0.1	$328k	NEW	7.1k	46.23	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$316k	NEW	8.1k	38.96	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$311k		13k	23.22	View chart
Raytheon Technologies Corp (RTX)	0.1	$304k		1.6k	192.90	View chart
Williams Companies (WMB)	0.0	$294k		4.0k	72.78	View chart
Carter Bankshares Com New (CARE)	0.0	$292k	-2%	13k	23.32	View chart
Union Pacific Corporation (UNP)	0.0	$291k		1.2k	242.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$287k		1.4k	211.17	View chart
Abbott Laboratories (ABT)	0.0	$287k		2.8k	102.66	View chart
Abbvie (ABBV)	0.0	$286k		1.3k	217.45	View chart
Capital One Financial (COF)	0.0	$282k	-6%	1.5k	182.43	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$274k	+7%	4.0k	68.14	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$274k	+12%	3.9k	69.76	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$258k		2.9k	88.49	View chart
Pfizer (PFE)	0.0	$242k		8.6k	28.08	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$239k		1.3k	189.61	View chart
Southern Company (SO)	0.0	$230k		2.4k	96.52	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$227k		611.00	370.68	View chart
Altria (MO)	0.0	$224k	NEW	3.4k	65.99	View chart
Atlantic Union B (AUB)	0.0	$223k		6.3k	35.74	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$214k	NEW	3.7k	57.64	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$211k		3.5k	59.55	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$208k		2.5k	82.43	View chart
United Rentals (URI)	0.0	$204k		280.00	728.56	View chart
Pepsi (PEP)	0.0	$203k	NEW	1.3k	155.25	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$201k	NEW	8.5k	23.65	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 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
Partners in Financial Planning 2024 Q1 filed Feb. 26, 2025

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z