CIK: 0001910934
Total reported value
$131.0M
Reporting period: 2026-03-31 · Number of holdings: 68
Life Planning Partners, Inc disclosed 68 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $131.0M and a quarterly turnover rate of 5.0%.
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Life Planning Partners, Inc's disclosed holdings carry a Herfindahl concentration index of 0.061 — mathematically equivalent to about 16 equally-sized positions, well below its 68 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.79), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 3% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim ITOT
-0.1% -$1.1M
Trim VTI
-0.7% -$393.1K
Add XPO
0.0% $374.4K
Add VEA
+3.0% $304.7K
Add IEMG
+1.5% $288.7K
Add DFAI
+10.7% $235.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 19.19% | -0.93% | -0.06% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.22% | +0.06% | -0.06% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.78% | -0.32% | -0.65% | |
| 4 | SUB | Ishares Short-term National | ETF-Other | 4.44% | -0.02% | -0.08% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.33% | +0.20% | +1.53% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.31% | +0.21% | +3.04% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 3.42% | +0.13% | +5.24% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.87% | -0.04% | -0.23% | |
| 9 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 2.72% | — | +0.21% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.36% | +0.04% | -0.67% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.07% | +0.03% | +1.36% | |
| 12 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.92% | +0.08% | +5.40% | |
| 13 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.91% | — | — | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.82% | -0.04% | +2.94% | |
| 15 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.78% | +0.05% | +4.12% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.75% | +0.09% | +4.22% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.72% | -0.06% | -2.04% | |
| 18 | FMUN | Fidelity System Muni Bnd ETF | ETF-Other | 1.70% | -0.14% | -6.16% | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 1.54% | +0.18% | +10.73% | |
| 20 | AVDE | Avantis International Equity | ETF-Other | 1.44% | +0.16% | +9.73% | |
| 21 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.32% | +0.14% | +11.27% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.23% | -0.02% | -0.20% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.20% | +0.04% | — | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 1.17% | +0.06% | +11.97% | |
| 25 | AVIG | Avantis Core Fixed Income | ETF-Other | 1.02% | +0.01% | +2.37% | |
| 26 | XPO | Xpo INC | Stock-Industrials | 0.95% | +0.29% | — | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.91% | -0.02% | -0.42% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | -0.04% | +1.00% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.88% | — | +0.01% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.85% | — | -1.28% | |
| 31 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.84% | -0.02% | -1.79% | |
| 32 | TSLA | Tesla INC | Stock-Consumer Disc | 0.80% | -0.17% | — | |
| 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% | — | +0.03% | |
| 35 | PH | Parker Hannifin CORP | Stock-Industrials | 0.73% | -0.16% | -19.16% | |
| 36 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.73% | -0.03% | -5.44% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.72% | -0.02% | -0.73% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.61% | +0.02% | — | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | +0.01% | +0.03% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.41% | — | — | |
| 41 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.41% | — | — | |
| 42 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.41% | -0.05% | -7.54% | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.37% | — | — | |
| 44 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.37% | — | — | |
| 45 | CMF | Ishares California Muni Bond | ETF-Other | 0.36% | — | — | |
| 46 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.35% | — | — | |
| 47 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.30% | — | — | |
| 48 | DFIC | Dimensional International Co | ETF-Other | 0.30% | — | — | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.29% | -0.04% | +0.04% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.29% | +0.08% | +0.11% |
Performance for Q3 2026
+2%
Performance Last 4 Quarters
+17.6%
Based on 80% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 68 | $131.0M | 5 | |
| 2025-12-31 | 66 | $130.6M | 9 | |
| 2025-09-30 | 70 | $136.9M | 23 | |
| 2025-06-30 | 65 | $125.6M | 0 | |
| 2025-03-31 | 61 | $110.4M | 0 | |
| 2024-12-31 | 166 | $1.5B | 0 | |
| 2024-09-30 | 60 | $112.0M | 0 | |
| 2024-06-30 | 62 | $110.2M | 0 | |
| 2024-03-31 | 61 | $100.4M | 0 | |
| 2023-12-31 | 263 | $101.6M | 0 | |
| 2022-09-30 | 1953 | $87.3M | 0 | |
| 2022-06-30 | 1938 | $88.9M | 0 | |
| 2022-03-31 | 1884 | $98.2M | 0 | |
| 2021-12-31 | 1850 | $99.3M | 0 |
Life Planning Partners, Inc's most significant position changes for 2026-03-31: New buy: Ishares Core 1-5 Year Usd Bo (ISTB); New buy: Exxon Mobil CORP (XOM); New buy: Dimensional International Va (DFIV); Sold out: Vanguard Growth ETF (VUG); Trim: Ishares Core S&p Total U.s. (ITOT) — shares -0.06%.
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-29 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-16 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-24 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-21 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-17 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-12 | Amendment | View on EDGAR |
| 2024-12-31 | 2025-01-30 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-29 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-31 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-02 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-19 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-13 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-20 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-25 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-11 | 13F-HR | View on EDGAR |
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