Partners in Financial Planning - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Partners in Financial Planning held in its portfolio 115 assets valued at $590,600,139 (i.e. $590.60M).
The most valuable assets in the portfolio included: VANGUARD BD INDEX FDS ($72.91M), VANGUARD INDEX FDS ($65.38M), and VANGUARD INDEX FDS ($58.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 115 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Partners in Financial Planning - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 984315 | 72908243 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 134018 | 65382040 | GROWTH ETF |
| VANGUARD INDEX FDS | 304877 | 58228399 | VALUE ETF |
| VANGUARD CHARLOTTE FDS | 1163482 | 56219453 | TOTAL INT BD ETF |
| VANGUARD TAX-MANAGED FDS | 777465 | 48568261 | VAN FTSE DEV MKT |
| VANGUARD BD INDEX FDS | 465429 | 36680489 | SHORT TRM BOND |
| VANGUARD INDEX FDS | 101609 | 21519836 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 66046 | 19953217 | SML CP GRW ETF |
| VANGUARD INTL EQUITY INDEX F | 307263 | 16518478 | FTSE EMR MKT ETF |
| VANGUARD INTL EQUITY INDEX F | 106656 | 15287005 | FTSE SMCAP ETF |
| VANGUARD INDEX FDS | 155736 | 13781054 | REAL ESTATE ETF |
| SPDR INDEX SHS FDS | 290406 | 12896931 | PORTFOLIO DEVLPD |
| VANGUARD INDEX FDS | 35535 | 11913912 | TOTAL STK MKT |
| VANGUARD MUN BD FDS | 230186 | 11576067 | TAX EXEMPT BD |
| ISHARES TR | 100240 | 10695560 | SHRT NAT MUN ETF |
| VANGUARD SCOTTSDALE FDS | 93834 | 7858628 | INT-TERM CORP |
| VANGUARD INDEX FDS | 10575 | 6631879 | S&P 500 ETF SHS |
| ISHARES TR | 55813 | 5978150 | NATIONAL MUN ETF |
| SPDR SER TR | 42929 | 4580522 | PRTFLO S&P500 GW |
| VANGUARD INDEX FDS | 14162 | 4110053 | MID CAP ETF |
| SPDR SER TR | 69965 | 3974737 | PRTFLO S&P500 VL |
| ISHARES TR | 50388 | 3906595 | EAFE SML CP ETF |
| VANGUARD INDEX FDS | 15915 | 3328198 | EXTEND MKT ETF |
| SPDR INDEX SHS FDS | 68367 | 3200263 | PORTFOLIO EMG MK |
| ISHARES TR | 59439 | 2972563 | CORE INTL AGGR |
| VANGUARD WELLINGTON FD | 19646 | 2961130 | US MULTIFACTOR |
| SPDR SER TR | 31389 | 2855424 | S&P 600 SMCP VAL |
| VANGUARD INDEX FDS | 8673 | 2730105 | LARGE CAP ETF |
| NORFOLK SOUTHN CORP | 9376 | 2707039 | COM |
| SPDR SER TR | 102333 | 2635077 | PORTFOLIO AGRGTE |
| VANGUARD INTL EQUITY INDEX F | 27125 | 1995344 | ALLWRLD EX US |
| APPLE INC | 6541 | 1778368 | COM |
| SPDR SER TR | 18671 | 1758645 | S&P 600 SMCP GRW |
| VANGUARD INDEX FDS | 6702 | 1728852 | SMALL CP ETF |
| ISHARES TR | 3312 | 1567334 | RUS 1000 GRW ETF |
| EXXON MOBIL CORP | 12623 | 1519052 | COM |
| SPDR SER TR | 50653 | 1483130 | PORTFOLIO SH TSR |
| VANGUARD BD INDEX FDS | 18101 | 1409710 | INTERMED TERM |
| VANGUARD STAR FDS | 18517 | 1396941 | VG TL INTL STK F |
| TESLA INC | 3061 | 1376593 | COM |
| VANGUARD INTL EQUITY INDEX F | 29976 | 1374079 | GLB EX US ETF |
| AMAZON COM INC | 5911 | 1364377 | COM |
| ISHARES TR | 19180 | 1331634 | U S EQUITY FACTR |
| MICROSOFT CORP | 2593 | 1253827 | COM |
| STEEL DYNAMICS INC | 6970 | 1181067 | COM |
| CHEVRON CORP | 7633 | 1163390 | COM |
| DIMENSIONAL ETF TRUST | 19107 | 1137648 | US TARGETED VLU |
| FERGUSON ENTERPRISES INC | 5033 | 1120497 | COMMON STOCK NEW |
| ISHARES TR | 11659 | 1119579 | MSCI EAFE ETF |
| EDWARDS LIFESCIENCES CORP | 11584 | 987536 | COM |
| ISHARES TR | 1417 | 970367 | CORE S&P500 ETF |
| ISHARES TR | 4160 | 874910 | RUS 1000 VAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 1674 | 841436 | CL B NEW |
| DIMENSIONAL ETF TRUST | 20871 | 826270 | US CORE EQUITY 2 |
| ALPHABET INC | 2631 | 825642 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 24881 | 814355 | WORLD EX US CORE |
| ISHARES TR | 9056 | 810141 | CORE MSCI EAFE |
| GE AEROSPACE | 2586 | 796513 | COM NEW |
| TRUIST FINL CORP | 14808 | 728702 | COM |
| ALPHABET INC | 2312 | 723662 | CAP STK CL A |
| NATIONAL BANKSHARES INC VA COM | 21431 | 718577 | COM |
| WALMART INC | 6275 | 699098 | COM |
| PHILIP MORRIS INTL INC | 4066 | 652186 | COM |
| SPDR S&P 500 ETF TR | 922 | 628400 | TR UNIT |
| TEXAS PACIFIC LAND CORPORATION | 2142 | 615225 | COM |
| GE VERNOVA INC | 930 | 608022 | COM |
| PROCTER AND GAMBLE CO | 4038 | 578677 | COM |
| CSX CORP | 15816 | 573330 | COM |
| ISHARES TR | 5708 | 570128 | CORE US AGGBD ET |
| LOWES COS INC | 2350 | 566796 | COM |
| JOHNSON & JOHNSON | 2590 | 535910 | COM |
| VANGUARD INSTL INDEX FD | 7073 | 533517 | 0-3 MO TREAS BIL |
| NIKE INC | 7976 | 508145 | CL B |
| MCDONALDS CORP | 1612 | 492722 | COM |
| DIMENSIONAL ETF TRUST | 14750 | 480418 | EMGR CRE EQT MNG |
| CVS HEALTH CORP | 5888 | 467272 | COM |
| UDR INC | 12368 | 453658 | COM |
| CARDINAL HEALTH INC | 2163 | 444497 | COM |
| ISHARES TR | 3597 | 443335 | S&P 500 GRWT ETF |
| SEAGATE TECHNOLOGY HLDNGS PL | 1600 | 440624 | ORD SHS |
| ISHARES TR | 3204 | 438793 | RUS MD CP GR ETF |
| DIMENSIONAL ETF TRUST | 8729 | 435586 | INTERNATNAL VAL |
| DANAHER CORPORATION | 1888 | 432205 | COM |
| DIMENSIONAL ETF TRUST | 12558 | 413020 | US SMALL CAP VAL |
| ISHARES TR | 2914 | 411016 | RUS MDCP VAL ETF |
| DIMENSIONAL ETF TRUST | 12403 | 408555 | INTL SMALL CAP E |
| META PLATFORMS INC | 617 | 407276 | CL A |
| CAPITAL ONE FINL CORP | 1645 | 398682 | COM |
| BROADCOM INC | 1111 | 384517 | COM |
| VANGUARD MALVERN FDS | 4831 | 376328 | CORE BD ETF |
| VANGUARD INDEX FDS | 1313 | 366568 | MCAP GR IDXVIP |
| ISHARES TR | 5453 | 359868 | CORE S&P MCP ETF |
| ABBOTT LABS | 2799 | 350650 | COM |
| ISHARES TR | 6131 | 335438 | MSCI EMG MKT ETF |
| CORNING INC | 3631 | 317930 | COM |
| SCHWAB STRATEGIC TR | 13294 | 310687 | US AGGREGATE B |
| ABBVIE INC | 1317 | 300836 | COM |
| ISHARES TR | 1373 | 291236 | S&P 500 VAL ETF |
| RTX CORPORATION | 1577 | 289222 | COM |
| UNION PAC CORP | 1200 | 277584 | COM |
| ISHARES TR | 2297 | 276108 | CORE S&P SCP ETF |
| ISHARES TR | 2919 | 261420 | CORE 80/20 AGGRE |
| CARTER BANKSHARES INC | 12862 | 252867 | COM NEW |
| WILLIAMS COS INC | 4045 | 243145 | COM |
| ISHARES SILVER TR | 3738 | 240802 | ISHARES |
| ISHARES TR | 611 | 236365 | RUSSELL 3000 ETF |
| ISHARES INC | 3479 | 233881 | CORE MSCI EMKT |
| ISHARES TR | 1261 | 228424 | RUS 2000 VAL ETF |
| UNITED RENTALS INC | 280 | 226610 | COM |
| ATLANTIC UN BANKSHARES CORP | 6238 | 220217 | COM |
| PFIZER INC | 8604 | 214247 | COM |
| VANGUARD SCOTTSDALE FDS | 3525 | 211259 | INTER TERM TREAS |
| VANGUARD INTL EQUITY INDEX F | 2525 | 211104 | FTSE EUROPE ETF |
| SOUTHERN CO | 2386 | 208059 | COM |
| VANGUARD WORLD FD | 1655 | 200188 | ESG US STK ETF |
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