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CIK: 0001910934
Total reported value
$134.5M
$134.5M
70 檔
43.5%
During the Q3 2025 filing period, Life Planning Partners, Inc (CIK: 0001910934) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $134.5M across 70 reported positions.
In Q3 2025, Life Planning Partners, Inc displayed an active expansion posture, initiating 11 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 19.70% | +0.55% | -0.10% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.01% | -0.34% | +0.40% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.76% | +0.56% | -0.60% | |
| 4 | SUB | Ishares Short-term National | ETF-Other | 4.14% | -0.45% | +3.23% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.14% | +0.23% | +1.61% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.00% | -0.03% | -1.08% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 3.11% | -0.07% | +0.00% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.82% | -0.41% | -4.26% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.70% | +0.18% | -0.72% | |
| 10 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 2.22% | +0.01% | +80.92% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.17% | +0.06% | +4.93% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.02% | — | -0.59% | |
| 13 | FMUN | Fidelity System Muni Bnd ETF | ETF-Other | 1.95% | -0.26% | -6.77% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.93% | -0.21% | -1.60% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.85% | +0.12% | -0.05% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.79% | +0.10% | — | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.71% | -0.11% | -0.02% | |
| 18 | DFAI | Dimensional International Co | ETF-Other | 1.47% | -0.06% | +3.41% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-Other | 1.39% | -0.17% | -3.06% | |
| 20 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.34% | -0.02% | +15.21% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.23% | -0.13% | -0.07% | |
| 22 | AVDE | Avantis International Equity | ETF-Other | 1.19% | -0.43% | +9.15% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.15% | -0.07% | +3.34% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.07% | -0.03% | +0.00% | |
| 25 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.03% | +0.03% | +8.41% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | -0.59% | — | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.95% | +0.01% | -5.60% | |
| 28 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.93% | -0.04% | — | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.89% | -0.06% | +4.36% | |
| 30 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.88% | -0.10% | -1.62% | |
| 31 | PH | Parker Hannifin CORP | Stock-Industrials | 0.88% | +0.05% | -10.09% | |
| 32 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.86% | -0.03% | +0.28% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.79% | +0.01% | +0.02% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.03% | -1.96% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.70% | +0.11% | +6.29% | |
| 36 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.62% | -0.04% | +21.52% | |
| 37 | XPO | Xpo Inc | Stock-Industrials | 0.60% | +0.02% | — | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.54% | +0.03% | — | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | +0.04% | — | |
| 40 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.48% | -0.09% | -5.12% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | +0.03% | +0.02% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.40% | -0.02% | — | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.39% | +0.03% | +0.82% | |
| 44 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.35% | -0.02% | +28.62% | |
| 45 | CMF | Ishares California Muni Bond | ETF-Other | 0.35% | +0.10% | — | |
| 46 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.34% | — | — | |
| 47 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.34% | +0.03% | — | |
| 48 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.33% | +0.02% | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.07% | +17.56% | |
| 50 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.29% | +0.03% | — |
According to official SEC Form 13F filings, Life Planning Partners, Inc reported a total U.S. public equity portfolio value of $134.5M across 70 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, IEFA, VTI) accounted for 43.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
FMUN
市值: $2.7M
Top Position Liquidated / Trimmed
EMB
前期市值: $518.9K
During Q3 2025, Life Planning Partners, Inc's top holdings by market value included ITOT (19.7%)、IEFA (8.0%)、VTI (6.8%). The largest single position, ITOT, represented 19.7% of total portfolio value.
In Q3 2025, Life Planning Partners, Inc made 45 total portfolio adjustments, initiating 11 new buys, adding to 22 positions, trimming 10 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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