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CIK: 0001910934
Total reported value
$125.3M
$125.3M
71 檔
46.0%
As reported in its official Q2 2026 Form 13F filing, Life Planning Partners, Inc's tracked investment portfolio stood at $125.3M with 71 total positions.
In Q2 2026, Life Planning Partners, Inc adopted a defensive or profit-taking posture, trimming 38 positions and completely liquidating 3 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 | 19.74% | +0.83% | -8.40% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.88% | +0.26% | -7.71% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.34% | +0.13% | -2.33% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.56% | -0.25% | -8.94% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.28% | -0.02% | -8.28% | |
| 6 | SUB | Ishares Short-term National | ETF-Other | 3.99% | +0.33% | -7.54% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 3.35% | -0.30% | -0.80% | |
| 8 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 2.73% | +0.02% | +2.79% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.54% | -0.22% | — | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.46% | -0.42% | -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% | +0.15% | — | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.94% | +0.03% | -5.40% | |
| 14 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.90% | +0.10% | +2.04% | |
| 15 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.84% | +0.04% | -7.74% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.61% | +0.18% | -4.07% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.54% | -0.11% | -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% | -0.80% | -13.93% | |
| 20 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.35% | -0.10% | -2.76% | |
| 21 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.17% | -0.01% | -7.71% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.10% | -0.24% | -7.88% | |
| 23 | AVDE | Avantis International Equity | ETF-Other | 1.01% | +0.04% | -31.51% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 1.00% | — | -23.62% | |
| 25 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.98% | -0.07% | -0.91% | |
| 26 | XPO | Xpo Inc | Stock-Industrials | 0.97% | -0.07% | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.05% | -7.94% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.86% | -0.23% | -6.07% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.84% | +0.55% | -7.00% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.83% | +0.28% | +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% | -0.05% | -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% | -0.78% | EXIT | |
| 35 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.70% | -0.02% | -3.54% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.64% | -0.24% | -2.97% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.64% | -0.02% | — | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.63% | +0.02% | -15.80% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | -0.61% | EXIT | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.60% | +0.04% | -0.35% | |
| 41 | CMF | Ishares California Muni Bond | ETF-Other | 0.46% | +0.04% | +27.67% | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.44% | -0.04% | — | |
| 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% | +0.04% | — | |
| 46 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.35% | +0.96% | -2.84% | |
| 47 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.33% | -0.11% | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.32% | +0.01% | -4.04% | |
| 49 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.32% | — | -20.87% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.31% | +0.09% | +18.08% |
According to official SEC Form 13F filings, Life Planning Partners, Inc reported a total U.S. public equity portfolio value of $125.3M across 71 disclosed positions in Q2 2026.
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 46.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
VXUS
市值: $854.6K
Top Position Liquidated / Trimmed
CVX
前期市值: $380.4K
During Q2 2026, Life Planning Partners, Inc's top holdings by market value included ITOT (19.7%)、IEFA (7.9%)、VTI (6.3%). The largest single position, ITOT, represented 19.7% of total portfolio value.
In Q2 2026, Life Planning Partners, Inc made 57 total portfolio adjustments, initiating 6 new buys, adding to 10 positions, trimming 38 holdings, and fully liquidating 3 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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