LP
Life Planning Partners, Inc 13F Portfolio & Top Holdings (Q2 2026)
Life Planning Partners, IncCIK: 0001910934
Diversified strategyMomentum followerSector-focused
Total reported value
$134.5M
Reporting period: 2026-06-30 · Number of holdings: 71
Life Planning Partners, Inc disclosed 71 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $134.5M and a quarterly turnover rate of 9.7%.
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Personality snowflake
- Concentration
- 25.01
- Portfolio Stability
- 9.74
- Momentum
- 100
- Sector conviction
- 83.39
- Diversification
- 100
- Sizing Uniformity
- 81.32
Life Planning Partners, Inc's disclosed holdings carry a Herfindahl concentration index of 0.063 — mathematically equivalent to about 16 equally-sized positions, well below its 71 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.87), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 5% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy VXUS
New buy GOOG
Trim TSLA
-76.5% -$764.9K
Add VTI
-2.3% $958.2K
Add ITOT
-8.4% $1.4M
Trim SUB
-7.5% -$439.9K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 19.74% | +0.55% | -8.40% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.88% | -0.34% | -7.71% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.34% | +0.56% | -2.33% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.56% | +0.23% | -8.94% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.28% | -0.03% | -8.28% | |
| 6 | SUB | Ishares Short-term National | ETF-Other | 3.99% | -0.45% | -7.54% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 3.35% | -0.07% | -0.80% | |
| 8 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 2.73% | +0.01% | +2.79% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.54% | +0.18% | — | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.46% | -0.41% | -11.99% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.07% | — | -7.13% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.01% | +0.10% | — | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.94% | +0.12% | -5.40% | |
| 14 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.90% | -0.02% | +2.04% | |
| 15 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.84% | +0.06% | -7.74% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.61% | -0.11% | -4.07% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.54% | -0.21% | -21.82% | |
| 18 | DFAI | Dimensional International Co | ETF-Other | 1.48% | -0.06% | -6.96% | |
| 19 | FMUN | Fidelity System Muni Bnd ETF | ETF-Other | 1.44% | -0.26% | -13.93% | |
| 20 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.35% | +0.03% | -2.76% | |
| 21 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.17% | -0.03% | -7.71% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.10% | -0.13% | -7.88% | |
| 23 | AVDE | Avantis International Equity | ETF-Other | 1.01% | -0.43% | -31.51% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 1.00% | -0.17% | -23.62% | |
| 25 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.98% | -0.04% | -0.91% | |
| 26 | XPO | Xpo Inc | Stock-Industrials | 0.97% | +0.02% | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.03% | -7.94% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.86% | +0.01% | -6.07% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.84% | -0.07% | -7.00% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.83% | +0.11% | +17.26% | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.82% | -0.06% | -4.07% | |
| 32 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.81% | -0.03% | -8.95% | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.78% | +0.01% | -5.21% | |
| 34 | PH | Parker Hannifin CORP | Stock-Industrials | 0.78% | +0.05% | — | |
| 35 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.70% | -0.04% | -3.54% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.64% | +0.03% | -2.97% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.64% | +0.64% | NEW | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.63% | -0.10% | -15.80% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.61% | NEW | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.60% | +0.04% | -0.35% | |
| 41 | CMF | Ishares California Muni Bond | ETF-Other | 0.46% | +0.10% | +27.67% | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.44% | +0.03% | — | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.39% | -0.02% | -1.87% | |
| 44 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.37% | +0.02% | — | |
| 45 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.37% | — | — | |
| 46 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.35% | -0.02% | -2.84% | |
| 47 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.33% | +0.03% | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.32% | +0.03% | -4.04% | |
| 49 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.32% | -0.09% | -20.87% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.31% | +0.04% | +18.08% |
1–50 of 71
Portfolio Performance
Performance for Q3 2026
+1.7%
Performance Last 4 Quarters
+17.5%
- Stdev
- +9%
- Beta
- +0.58
- Alpha
- +1.4%
- Max Drawdown
- -5.2%
- Annualized Perf
- +12.3%
- Batting Avg vs S&P
- +36.7%
- Sortino
- +2.41
- Stutzer
- +0.38
- Treynor
- +0.21
- Sterling
- +0.82
- Calmar
- +2.38
- Information Ratio
- -0.84
- Tracking Error
- +7.6%
- Stdev Down
- +5%
- Winning Months %
- +70%
- Losing Months %
- +30%
- Best 12 Months
- +26.8%
- Worst 12 Months
- +1.4%
- Efficiency Ratio
- +0.51
- Sharpe
- +1.34
- Stdev Sectors
- +13.6%
- Skewness
- -0.39
- Kurtosis
- +0.17
- Upside Potential
- +3.86
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 71 | $134.5M | 10 | ||
| 2026 Q1 | 68 | $131.0M | 5 | ||
| 2025 Q4 | 66 | $130.6M | 9 | ||
| 2025 Q3 | 70 | $136.9M | 23 | ||
| 2025 Q2 | 65 | $125.6M | 0 | ||
| 2025 Q1 | 61 | $110.4M | 0 | ||
| 2024 Q4 | 166 | $1.5B | 0 | ||
| 2024 Q3 | 60 | $112.0M | 0 | ||
| 2024 Q2 | 62 | $110.2M | 0 | ||
| 2024 Q1 | 61 | $100.4M | 0 | ||
| 2023 Q4 | 263 | $101.6M | 0 | ||
| 2022 Q3 | 1953 | $87.3M | 0 | ||
| 2022 Q2 | 1938 | $88.9M | 0 | ||
| 2022 Q1 | 1884 | $98.2M | 0 | ||
| 2021 Q4 | 1850 | $99.3M | 0 |
Holding changes this quarter
Life Planning Partners, Inc's most significant position changes for 2026-06-30: New buy: Vanguard Total Intl Stock (VXUS); New buy: Alphabet Inc-cl C (GOOG); New buy: Oracle CORP (ORCL); Sold out: Chevron CORP (CVX); New buy: Advanced Micro Devices (AMD).
1–50 of 74
Filing History
FAQ
What is Life Planning Partners, Inc and what type of investor is it?
Life Planning Partners, Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $134.5M, spread across 71 disclosed positions.
What are Life Planning Partners, Inc's largest equity positions?
Based on the latest 13F filing, Life Planning Partners, Inc's top holdings by market value are:
1. Ishares Core S&p Total U.s. (ITOT) — $26.6M (19.7%)
2. Ishares Core Msci Eafe ETF (IEFA) — $10.6M (7.9%)
3. Vanguard Total Stock Mkt ETF (VTI) — $8.5M (6.3%)
4. Ishares Core Msci Emerging (IEMG) — $6.1M (4.6%)
5. Vanguard Ftse Developed ETF (VEA) — $5.8M (4.3%)
What changes did Life Planning Partners, Inc make in its most recent portfolio filing?
In the latest reported quarter, Life Planning Partners, Inc made 57 notable position adjustments: 6 new positions were initiated, 10 existing holdings were added to, 38 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Vanguard Total Intl Stock (VXUS); New buy: Alphabet Inc-cl C (GOOG); New buy: Oracle CORP (ORCL); Sold out: Chevron CORP (CVX); New buy: Advanced Micro Devices (AMD)
What sectors does Life Planning Partners, Inc focus on?
Life Planning Partners, Inc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Industrials: 44.2%
• Information Technology: 22.3%
• Communication Services: 12.6%
• Financials: 10.4%
• Health Care: 6.2%
• Consumer Discretionary: 4.2%
Investment Profile
Life Planning Partners, Inc returned an annualized 12.3% over the trailing 30 months — outperforming the S&P 500 by 1.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.58 (less volatile than the market) and a 37% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 44.2% of the portfolio concentrated in Industrials.
It has added to its IEMG position over the past two quarters (+$751.4K, now $6.1M), while trimming TSLA over the same stretch (-$983.4K, still holding $276.8K).
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Developer Access
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