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CIK: 0001910934
Total reported value
$134.5M
$134.5M
68 檔
40.9%
In Q1 2026, Life Planning Partners, Inc's U.S. equity holdings reached a combined market value of $134.5M, distributed across 68 disclosed stock positions.
Life Planning Partners, Inc executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 1 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 19.19% | +0.55% | -0.06% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.22% | -0.34% | -0.06% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.78% | +0.56% | -0.65% | |
| 4 | SUB | Ishares Short-term National | ETF-Other | 4.44% | -0.45% | -0.08% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.33% | +0.23% | +1.53% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.31% | -0.03% | +3.04% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 3.42% | -0.07% | +5.24% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.87% | -0.41% | -0.23% | |
| 9 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 2.72% | +0.01% | +0.21% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.36% | +0.18% | -0.67% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.07% | — | +1.36% | |
| 12 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.92% | -0.02% | +5.40% | |
| 13 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.91% | +0.10% | — | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.82% | +0.12% | +2.94% | |
| 15 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.78% | +0.06% | +4.12% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.75% | -0.21% | +4.22% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.72% | -0.11% | -2.04% | |
| 18 | FMUN | Fidelity System Muni Bnd ETF | ETF-Other | 1.70% | -0.26% | -6.16% | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 1.54% | -0.06% | +10.73% | |
| 20 | AVDE | Avantis International Equity | ETF-Other | 1.44% | -0.43% | +9.73% | |
| 21 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.32% | +0.03% | +11.27% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.23% | -0.13% | -0.20% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.20% | -0.03% | — | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 1.17% | -0.17% | +11.97% | |
| 25 | AVIG | Avantis Core Fixed Income | ETF-Other | 1.02% | -0.04% | +2.37% | |
| 26 | XPO | Xpo Inc | Stock-Industrials | 0.95% | +0.02% | — | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.91% | -0.07% | -0.42% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.03% | +1.00% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.88% | -0.06% | +0.01% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.85% | +0.01% | -1.28% | |
| 31 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.84% | -0.03% | -1.79% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.80% | -0.59% | — | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.77% | +0.01% | -0.26% | |
| 34 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.74% | -0.04% | +0.03% | |
| 35 | PH | Parker Hannifin CORP | Stock-Industrials | 0.73% | +0.05% | -19.16% | |
| 36 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.73% | -0.10% | -5.44% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.72% | +0.11% | -0.73% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.61% | +0.03% | — | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | +0.04% | +0.03% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.41% | -0.02% | — | |
| 41 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.41% | +0.03% | — | |
| 42 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.41% | -0.09% | -7.54% | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.37% | — | — | |
| 44 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.37% | -0.02% | — | |
| 45 | CMF | Ishares California Muni Bond | ETF-Other | 0.36% | +0.10% | — | |
| 46 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.35% | +0.02% | — | |
| 47 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.30% | +0.03% | — | |
| 48 | DFIC | Dimensional International Co | ETF-Other | 0.30% | — | — | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.29% | +0.03% | +0.04% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.29% | -0.29% | EXIT |
According to official SEC Form 13F filings, Life Planning Partners, Inc reported a total U.S. public equity portfolio value of $134.5M across 68 disclosed positions in Q1 2026.
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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 40.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
ISTB
市值: $241.3K
Top Position Liquidated / Trimmed
VUG
前期市值: $200.0K
During Q1 2026, Life Planning Partners, Inc's top holdings by market value included ITOT (19.2%)、IEFA (8.2%)、VTI (5.8%). The largest single position, ITOT, represented 19.2% of total portfolio value.
In Q1 2026, Life Planning Partners, Inc made 47 total portfolio adjustments, initiating 3 new buys, adding to 23 positions, trimming 20 holdings, and fully liquidating 1 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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