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CIK: 0002054264
Total reported value
$659.5M
$659.5M
122 檔
46.5%
In Q1 2026, Partners in Financial Planning's U.S. equity holdings reached a combined market value of $659.5M, distributed across 122 disclosed stock positions.
In Q1 2026, Partners in Financial Planning displayed an active expansion posture, initiating 8 new positions and adding to 61 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 12.78% | -0.95% | +6.32% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 10.00% | -0.10% | +0.76% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 9.88% | +0.89% | +1.74% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 9.85% | -0.39% | +6.28% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.39% | -0.05% | +1.54% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 6.21% | -0.43% | +2.57% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.67% | — | +0.28% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.35% | +0.32% | +1.19% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.74% | — | -0.46% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.56% | -0.10% | -0.87% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.32% | +0.04% | +1.15% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.20% | +0.02% | -0.15% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.96% | +0.05% | +2.79% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.87% | +0.13% | -1.22% | |
| 15 | SUB | Ishares Short-term National | ETF-Other | 1.81% | -0.03% | +1.96% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.34% | -0.08% | +3.77% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.13% | -0.09% | +15.29% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | +0.06% | +3.25% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.70% | +0.05% | -0.24% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.67% | +0.02% | -0.58% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.66% | -0.01% | +0.28% | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.65% | -0.01% | -1.07% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.55% | +0.01% | +4.23% | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.55% | +0.03% | +0.35% | |
| 25 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.51% | -0.01% | +4.31% | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.50% | +0.02% | +1.06% | |
| 27 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.50% | +0.02% | -1.60% | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.45% | -0.04% | +2.84% | |
| 29 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.45% | — | — | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 0.43% | +0.02% | +0.38% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.10% | — | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.33% | -0.01% | -1.29% | |
| 33 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.30% | +0.03% | +0.10% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.29% | +0.02% | +0.19% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.26% | -0.07% | — | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.26% | — | -6.04% | |
| 37 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.24% | -0.06% | -1.33% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.24% | -0.02% | +0.08% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | +0.02% | — | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.23% | -0.04% | +0.10% | |
| 41 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.22% | -0.02% | -0.81% | |
| 42 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.21% | +0.01% | -1.37% | |
| 43 | DFAT | Dimensional US Target Value | ETF-Other | 0.20% | -0.01% | +0.16% | |
| 44 | STLD | Steel Dynamics Inc | Stock-Materials | 0.20% | +0.02% | -4.85% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.01% | -3.45% | |
| 46 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.19% | -0.01% | — | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.19% | +0.01% | +0.16% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.18% | -0.02% | -4.08% | |
| 49 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.17% | -0.03% | — | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.01% | +1.16% |
According to official SEC Form 13F filings, Partners in Financial Planning reported a total U.S. public equity portfolio value of $659.5M across 122 disclosed positions in Q1 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 BND, VTV, VUG) accounted for 46.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
DFNM
市值: $765.0K
Top Position Liquidated / Trimmed
ESGV
前期市值: $200.2K
During Q1 2026, Partners in Financial Planning's top holdings by market value included BND (12.8%)、VTV (10.0%)、VUG (9.9%). The largest single position, BND, represented 12.8% of total portfolio value.
In Q1 2026, Partners in Financial Planning made 92 total portfolio adjustments, initiating 8 new buys, adding to 61 positions, trimming 22 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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