Life Planning Partners, Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Life Planning Partners, Inc held in its portfolio 66 assets valued at $130,553,028 (i.e. $130.55M).
The most valuable assets in the portfolio included: ISHARES TR ($26.26M), ISHARES TR ($10.65M), and VANGUARD INDEX FDS ($7.97M).
The chart below shows the top 10 valuable assets, and the table below shows the top 66 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Life Planning Partners, Inc - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 176621 | 26261839 | CORE S&P TTL STK |
| ISHARES TR | 119055 | 10650666 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 23760 | 7965801 | TOTAL STK MKT |
| ISHARES TR | 54624 | 5828345 | SHRT NAT MUN ETF |
| ISHARES INC | 80173 | 5389156 | CORE MSCI EMKT |
| VANGUARD TAX-MANAGED FDS | 85612 | 5348172 | VAN FTSE DEV MKT |
| ISHARES TR | 40079 | 4292858 | NATIONAL MUN ETF |
| ISHARES TR | 81589 | 3797182 | CORE UNIVRSL USD |
| GLOBAL X FDS | 35474 | 3551408 | 1-3 MONTH T-BILL |
| SPDR INDEX SHS FDS | 68210 | 3029208 | PORTFOLIO DEVLPD |
| VANGUARD INTL EQUITY INDEX F | 49513 | 2661836 | FTSE EMR MKT ETF |
| ISHARES TR | 24491 | 2511306 | CORE S&P US VLU |
| DIMENSIONAL ETF TRUST | 32731 | 2427742 | US EQUITY MARKET |
| ISHARES TR | 47297 | 2397990 | 0-5YR INVT GR CP |
| FIDELITY MERRIMACK STR TR | 47706 | 2396451 | SYSTEMATIC MUN |
| VANGUARD SCOTTSDALE FDS | 27815 | 2329380 | INT-TERM CORP |
| AMERICAN CENTY ETF TR | 20169 | 2254578 | US EQT ETF |
| VANGUARD INDEX FDS | 8381 | 2161864 | SMALL CP ETF |
| DIMENSIONAL ETF TRUST | 46732 | 1780943 | INTL CORE EQT MK |
| AMERICAN CENTY ETF TR | 20291 | 1670328 | INTL EQT ETF |
| VANGUARD BD INDEX FDS | 20904 | 1627978 | INTERMED TERM |
| AMERICAN CENTY ETF TR | 35433 | 1542414 | REAL ESTATE ETF |
| DIMENSIONAL ETF TRUST | 46307 | 1515615 | WORLD EX US CORE |
| VANGUARD INDEX FDS | 4594 | 1446266 | LARGE CAP ETF |
| AMERICAN CENTY ETF TR | 31349 | 1314235 | AVANTIS CORE FI |
| TESLA INC | 2802 | 1260167 | COM |
| ISHARES TR | 1808 | 1238935 | CORE S&P500 ETF |
| VANGUARD MUN BD FDS | 24068 | 1210381 | TAX EXEMPT BD |
| PARKER-HANNIFIN CORP | 1326 | 1165501 | COM |
| VANGUARD BD INDEX FDS | 15676 | 1161098 | TOTAL BND MRKT |
| FIDELITY COVINGTON TRUST | 41638 | 1119647 | MSCI RL EST ETF |
| VANGUARD INTL EQUITY INDEX F | 14974 | 1101474 | ALLWRLD EX US |
| VANGUARD INTL EQUITY INDEX F | 6935 | 993995 | FTSE SMCAP ETF |
| ISHARES TR | 11699 | 990176 | CORE MSCI TOTAL |
| VANGUARD BD INDEX FDS | 19590 | 976356 | VANGUARD ULTRA |
| ISHARES TR | 8750 | 964109 | IBOXX INV CP ETF |
| XPO INC | 6385 | 867785 | COM |
| VANGUARD INDEX FDS | 3666 | 776422 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 3725 | 711451 | VALUE ETF |
| VANGUARD INTL EQUITY INDEX F | 13050 | 598169 | GLB EX US ETF |
| VANGUARD BD INDEX FDS | 6861 | 540716 | SHORT TRM BOND |
| SPDR INDEX SHS FDS | 11466 | 536724 | PORTFOLIO EMG MK |
| DIMENSIONAL ETF TRUST | 10070 | 485072 | NATL MUN BD ETF |
| ISHARES TR | 8337 | 479044 | CALIF MUN BD ETF |
| VANGUARD INTL EQUITY INDEX F | 5637 | 471310 | FTSE EUROPE ETF |
| SCHWAB STRATEGIC TR | 10338 | 470689 | INTL SCEQT ETF |
| JPMORGAN CHASE & CO. | 1366 | 440152 | COM |
| BANK AMERICA CORP | 7834 | 430880 | COM |
| SPDR INDEX SHS FDS | 6000 | 393937 | S&P EMKTSC ETF |
| DIMENSIONAL ETF TRUST | 10960 | 377681 | INTL CORE EQUITY |
| VANGUARD SCOTTSDALE FDS | 4728 | 376962 | SHRT TRM CORP BD |
| ABBVIE INC | 1603 | 366269 | COM |
| PALANTIR TECHNOLOGIES INC | 2052 | 364657 | CL A |
| ISHARES TR | 3399 | 339491 | CORE US AGGBD ET |
| AMERICAN CENTY ETF TR | 3605 | 338762 | INTL SMCP VLU |
| GXO LOGISTICS INCORPORATED | 6055 | 318735 | COMMON STOCK |
| ISHARES TR | 1142 | 316265 | RUS TP200 GR ETF |
| VANGUARD INDEX FDS | 3223 | 285243 | REAL ESTATE ETF |
| CHEVRON CORP NEW | 1837 | 279907 | COM |
| AMERICAN CENTY ETF TR | 3920 | 279222 | INTERNATIONAL LR |
| MICROSOFT CORP | 526 | 254470 | COM |
| AMERICAN CENTY ETF TR | 4130 | 240820 | EMERGING MKT VAL |
| ISHARES TR | 2114 | 240404 | SP SMCP600VL ETF |
| APPLE INC | 858 | 233216 | COM |
| VANGUARD WELLINGTON FD | 2000 | 203150 | SHORT TRM TAX EX |
| VANGUARD INDEX FDS | 410 | 200023 | GROWTH ETF |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.