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CIK: 0002054264
Total reported value
$659.5M
$659.5M
115 檔
44.6%
As reported in its official Q3 2025 Form 13F filing, Partners in Financial Planning's tracked investment portfolio stood at $659.5M with 115 total positions.
In Q3 2025, Partners in Financial Planning displayed an active expansion posture, initiating 10 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 12.41% | -0.95% | +7.29% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 11.52% | +0.89% | -2.25% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 9.72% | -0.10% | +0.31% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 9.20% | -0.39% | +5.48% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.03% | -0.05% | -0.45% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 6.24% | -0.43% | +1.85% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.62% | — | -0.35% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.41% | +0.32% | -0.35% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.85% | — | -0.47% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.61% | -0.10% | -1.05% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.46% | +0.04% | +1.34% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.12% | +0.02% | -0.10% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.02% | +0.13% | -1.39% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.95% | +0.05% | -5.51% | |
| 15 | SUB | Ishares Short-term National | ETF-Other | 1.81% | -0.03% | +7.11% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.29% | -0.08% | +10.68% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.06% | -0.06% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 0.93% | -0.09% | +13.40% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | +0.05% | -1.07% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.75% | -0.01% | +0.39% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.72% | +0.02% | -1.36% | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.68% | -0.01% | -0.08% | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.58% | +0.03% | -0.85% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.56% | +0.01% | -0.95% | |
| 25 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.52% | -0.01% | +1.35% | |
| 26 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.50% | +0.02% | -0.51% | |
| 27 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.49% | — | +6.23% | |
| 28 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.48% | +0.02% | +0.36% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.47% | +0.02% | +0.15% | |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.45% | -0.04% | +1.63% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.36% | -0.01% | -0.75% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | +0.02% | +0.03% | |
| 33 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.30% | +0.03% | +0.14% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.30% | +0.02% | -1.86% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.29% | — | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.10% | +4.52% | |
| 37 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.24% | -0.06% | +0.56% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.24% | -0.04% | +0.48% | |
| 39 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.24% | -0.02% | -1.45% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.24% | -0.02% | -3.26% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.24% | +0.01% | — | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.01% | — | |
| 43 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.23% | +0.01% | -1.31% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | +0.01% | -3.83% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.20% | -0.07% | +259.20% | |
| 46 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.19% | -0.01% | — | |
| 47 | DFAT | Dimensional US Target Value | ETF-Other | 0.19% | -0.01% | +0.26% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.19% | -0.02% | +4.97% | |
| 49 | STLD | Steel Dynamics Inc | Stock-Materials | 0.17% | +0.02% | -2.42% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.01% | — |
According to official SEC Form 13F filings, Partners in Financial Planning reported a total U.S. public equity portfolio value of $659.5M across 115 disclosed positions in Q3 2025.
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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 BND, VUG, VTV) accounted for 44.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
TSLA
市值: $1.4M
Top Position Liquidated / Trimmed
HES
前期市值: $718.1K
During Q3 2025, Partners in Financial Planning's top holdings by market value included BND (12.4%)、VUG (11.5%)、VTV (9.7%). The largest single position, BND, represented 12.4% of total portfolio value.
In Q3 2025, Partners in Financial Planning made 47 total portfolio adjustments, initiating 10 new buys, adding to 25 positions, trimming 11 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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