13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001910934
Total reported value
$134.5M
$134.5M
66 檔
41.7%
The Q4 2025 SEC filing reveals that Life Planning Partners, Inc held a total portfolio value of $134.5M, covering 66 public equity positions.
In Q4 2025, Life Planning Partners, Inc adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 20.12% | +0.55% | -4.65% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.16% | -0.34% | -5.26% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.10% | +0.56% | -15.74% | |
| 4 | SUB | Ishares Short-term National | ETF-Other | 4.46% | -0.45% | +2.78% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.13% | +0.23% | -6.69% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.10% | -0.03% | -6.39% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 3.29% | -0.07% | +0.27% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.91% | -0.41% | -1.44% | |
| 9 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 2.72% | +0.01% | +17.31% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.32% | +0.18% | -21.09% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.04% | — | -2.94% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.92% | +0.10% | — | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.86% | +0.12% | -6.26% | |
| 14 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.84% | -0.02% | +31.43% | |
| 15 | FMUN | Fidelity System Muni Bnd ETF | ETF-Other | 1.84% | -0.26% | -11.01% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.78% | -0.11% | -0.22% | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.73% | +0.06% | -26.35% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.66% | -0.21% | -19.24% | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 1.36% | -0.06% | -15.38% | |
| 20 | AVDE | Avantis International Equity | ETF-Other | 1.28% | -0.43% | -1.62% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.25% | -0.13% | -3.11% | |
| 22 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.18% | +0.03% | +11.99% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.16% | -0.03% | -0.98% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 1.11% | -0.17% | -25.64% | |
| 25 | AVIG | Avantis Core Fixed Income | ETF-Other | 1.01% | -0.04% | +3.05% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.97% | -0.59% | -10.91% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.03% | +13.14% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.93% | -0.07% | -23.78% | |
| 29 | PH | Parker Hannifin CORP | Stock-Industrials | 0.89% | +0.05% | -16.45% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.89% | -0.06% | -3.90% | |
| 31 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.86% | -0.03% | -1.79% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.84% | +0.01% | -1.80% | |
| 33 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.76% | -0.10% | -18.33% | |
| 34 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.76% | +0.01% | -25.73% | |
| 35 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.75% | -0.04% | +15.35% | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.74% | +0.11% | +2.32% | |
| 37 | XPO | Xpo Inc | Stock-Industrials | 0.66% | +0.02% | — | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.59% | +0.03% | +4.00% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | +0.04% | +0.03% | |
| 40 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.46% | -0.09% | -4.37% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.41% | -0.02% | — | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.41% | +0.03% | — | |
| 43 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.37% | -0.02% | -0.53% | |
| 44 | CMF | Ishares California Muni Bond | ETF-Other | 0.37% | +0.10% | — | |
| 45 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.36% | +0.02% | — | |
| 46 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.36% | — | — | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.07% | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.33% | +0.03% | -35.35% | |
| 49 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.30% | +0.03% | — | |
| 50 | DFIC | Dimensional International Co | ETF-Other | 0.29% | — | -3.64% |
According to official SEC Form 13F filings, Life Planning Partners, Inc reported a total U.S. public equity portfolio value of $134.5M across 66 disclosed positions in Q4 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 41.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
VUG
市值: $200.0K
Top Position Liquidated / Trimmed
VXUS
前期市值: $291.9K
During Q4 2025, Life Planning Partners, Inc's top holdings by market value included ITOT (20.1%)、IEFA (8.2%)、VTI (6.1%). The largest single position, ITOT, represented 20.1% of total portfolio value.
In Q4 2025, Life Planning Partners, Inc made 48 total portfolio adjustments, initiating 1 new buys, adding to 11 positions, trimming 31 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.