LP

Life Planning Partners, Inc

Diversified strategyMomentum followerLong-term holder

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%.

Personality snowflake

Concentration
24.36
Portfolio Stability
4.97
Momentum/Contrarian
100
Sector conviction
66.41
Diversification
100
Sizing Uniformity
82.15

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1ITOTIshares Core S&p Total U.s.ETF-Other19.19%-0.93%-0.06%
2IEFAIshares Core Msci Eafe ETFETF-Other8.22%+0.06%-0.06%
3VTIVanguard Total Stock Mkt ETFETF-Other5.78%-0.32%-0.65%
4SUBIshares Short-term NationalETF-Other4.44%-0.02%-0.08%
5IEMGIshares Core Msci EmergingETF-Emerging Markets4.33%+0.20%+1.53%
6VEAVanguard Ftse Developed ETFETF-Other4.31%+0.21%+3.04%
7MUBIshares National Muni Bond EETF-Other3.42%+0.13%+5.24%
8IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-Other2.87%-0.04%-0.23%
9CLIPGlobal X 1-3 Month T-billETF-Other2.72%—+0.21%
10SPDWSte Str Spdr Pt Dw EU ETFETF-Other2.36%+0.04%-0.67%
11VWOVanguard Ftse Emerging MarkeETF-Emerging Markets2.07%+0.03%+1.36%
12SLQDIshares 0-5 Yr Inv Grd CORPETF-Other1.92%+0.08%+5.40%
13IUSVIshares Core S&p U.s. ValueETF-Other1.91%——
14DFUSDimensional US Eq Mkt ETFETF-Other1.82%-0.04%+2.94%
15AVUSAvantis U.s. Equity ETFETF-Other1.78%+0.05%+4.12%
16VBVanguard Small-cap ETFETF-Other1.75%+0.09%+4.22%
17VCITVanguard Int-term CorporateETF-Corp Bonds1.72%-0.06%-2.04%
18FMUNFidelity System Muni Bnd ETFETF-Other1.70%-0.14%-6.16%
19DFAIDimensional International CoETF-Other1.54%+0.18%+10.73%
20AVDEAvantis International EquityETF-Other1.44%+0.16%+9.73%
21AVREAvantis Real Estate ETFETF-Other1.32%+0.14%+11.27%
22BIVVanguard Intermediate-term BETF-Other1.23%-0.02%-0.20%
23DFAXDimensional World Ex US CoreETF-Other1.20%+0.04%—
24VVVanguard Large-cap ETFETF-Other1.17%+0.06%+11.97%
25AVIGAvantis Core Fixed IncomeETF-Other1.02%+0.01%+2.37%
26XPOXpo INCStock-Industrials0.95%+0.29%—
27VTEBVanguard Tax-exempt Bond ETFETF-Other0.91%-0.02%-0.42%
28IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.91%-0.04%+1.00%
29BNDVanguard Total Bond MarketETF-Other0.88%—+0.01%
30VEUVanguard Ftse All-world Ex-uETF-Other0.85%—-1.28%
31FRELFidelity Msci Rl Est IndxETF-Other0.84%-0.02%-1.79%
32TSLATesla INCStock-Consumer Disc0.80%-0.17%—
33IXUSIshares Core Intl Stock ETFETF-Other0.77%+0.01%-0.26%
34VUSBVanguard Ultra Short Bond EtETF-Other0.74%—+0.03%
35PHParker Hannifin CORPStock-Industrials0.73%-0.16%-19.16%
36VSSVanguard Ftse All Wo X-us ScETF-Other0.73%-0.03%-5.44%
37LQDIshr Ibx Usd Invgd Cb Etf-uiETF-Corp Bonds0.72%-0.02%-0.73%
38VBRVanguard Small-cap Value ETFETF-Other0.61%+0.02%—
39VTVVanguard Value ETFETF-Other0.56%+0.01%+0.03%
40BSVVanguard Short-term Bond ETFETF-Other0.41%——
41SPEMState Street Sp Ptf Em ETFETF-Other0.41%——
42VNQIVanguard Glbl Ex-us Real EstETF-Other0.41%-0.05%-7.54%
43SCHCSchwab Intl Small-cap EquityETF-Other0.37%——
44DFNMDimensional National Muni BdETF-Other0.37%——
45CMFIshares California Muni BondETF-Other0.36%——
46VGKVanguard Ftse Europe ETFETF-Other0.35%——
47EWXState Street Spdr S&p EmergiETF-Other0.30%——
48DFICDimensional International CoETF-Other0.30%——
49BACBank Of America CORPStock-Financials0.29%-0.04%+0.04%
50CVXChevron CORPStock-Energy0.29%+0.08%+0.11%
1–50 of 68

Holding changes this quarter

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%.

Position changes disclosed by Life Planning Partners, Inc for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XPOXpo INC+0.3%—Unchanged
2VEAVanguard Ftse Developed ETF+0.2%+3.04%Add
3IEMGIshares Core Msci Emerging+0.2%+1.53%Add
4DFAIDimensional International Co+0.2%+10.73%Add
5AVDEAvantis International Equity+0.2%+9.73%Add
6AVREAvantis Real Estate ETF+0.1%+11.27%Add
7MUBIshares National Muni Bond E+0.1%+5.24%Add
8VBVanguard Small-cap ETF+0.1%+4.22%Add
9SLQDIshares 0-5 Yr Inv Grd CORP+0.1%+5.40%Add
10CVXChevron CORP+0.1%+0.11%Add
11IEFAIshares Core Msci Eafe ETF+0.1%-0.06%Trim
12VVVanguard Large-cap ETF+0.1%+11.97%Add
13AVUSAvantis U.s. Equity ETF+0.1%+4.12%Add
14SPDWSte Str Spdr Pt Dw EU ETF0%-0.67%Trim
15DFAXDimensional World Ex US Core0%—Unchanged
16VWOVanguard Ftse Emerging Marke0%+1.36%Add
17VBRVanguard Small-cap Value ETF0%—Unchanged
18MSFTMicrosoft CORP0%+40.49%Add
19AVDVAvantis Intl S/c Value ETF0%—Unchanged
20IXUSIshares Core Intl Stock ETF0%-0.26%Trim
21VTVVanguard Value ETF0%+0.03%Add
22AVIGAvantis Core Fixed Income0%+2.37%Add
23AVIVAvantis Int Lrg Cap Val ETF0%—Unchanged
24CLIPGlobal X 1-3 Month T-bill—+0.21%Add
25ABBVAbbvie INC0%—Unchanged
26AAPLApple INC0%—Unchanged
27IWYIshares Russell Top 200 Grow0%—Unchanged
28FRELFidelity Msci Rl Est Indx0%-1.79%Trim
29BIVVanguard Intermediate-term B0%-0.20%Trim
30LQDIshr Ibx Usd Invgd Cb Etf-ui0%-0.73%Trim
31SUBIshares Short-term National0%-0.08%Trim
32VTEBVanguard Tax-exempt Bond ETF0%-0.42%Trim
33VSSVanguard Ftse All Wo X-us Sc0%-5.44%Trim
34BACBank Of America CORP0%+0.04%Add
35IVVIshares Core S&p 500 ETF0%+1.00%Add
36DFUSDimensional US Eq Mkt ETF0%+2.94%Add
37IUSBIshr Cr Unvrse Usd Bd Etf-ui0%-0.23%Trim
38PLTRPalantir Technologies Inc-a-0.1%-0.19%Trim
39VNQIVanguard Glbl Ex-us Real Est-0.1%-7.54%Trim
40VCITVanguard Int-term Corporate-0.1%-2.04%Trim
41JPMJpmorgan Chase & Co-0.1%-14.93%Trim
42FMUNFidelity System Muni Bnd ETF-0.1%-6.16%Trim
43PHParker Hannifin CORP-0.2%-19.16%Trim
44TSLATesla INC-0.2%—Unchanged
45VTIVanguard Total Stock Mkt ETF-0.3%-0.65%Trim
46ITOTIshares Core S&p Total U.s.-0.9%-0.06%Trim
47ISTBIshares Core 1-5 Year Usd Bo—NEWNew buy
48XOMExxon Mobil CORP—NEWNew buy
49DFIVDimensional International Va—NEWNew buy
50VUGVanguard Growth ETF—EXITSold out

FAQ

What is Life Planning Partners, Inc and what type of investor is it?
Life Planning Partners, Inc is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $131.0M, spread across 68 disclosed positions.
What are Life Planning Partners, Inc's largest equity positions?
Based on the latest 13F filing, Life Planning Partners, Inc's top holdings by market value are: 1. Ishares Core S&p Total U.s. (ITOT) — $25.1M (19.2%) 2. Ishares Core Msci Eafe ETF (IEFA) — $10.8M (8.2%) 3. Vanguard Total Stock Mkt ETF (VTI) — $7.6M (5.8%) 4. Ishares Short-term National (SUB) — $5.8M (4.4%) 5. Ishares Core Msci Emerging (IEMG) — $5.7M (4.3%)
What changes did Life Planning Partners, Inc make in its most recent portfolio filing?
In the latest reported quarter, Life Planning Partners, Inc made 41 notable position adjustments: 3 new positions were initiated, 19 existing holdings were added to, 18 positions were partially reduced, and 1 were completely exited. The largest of these moves: 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%
What sectors does Life Planning Partners, Inc focus on?
Life Planning Partners, Inc is concentrated in the following sectors based on its current disclosed equity portfolio: • Consumer Discretionary: 29.8% • Information Technology: 22.6% • Financials: 20.7% • Energy: 16.9% • Health Care: 10.0%