Life Planning Partners, Inc
13F Reported Value
ⓘ$131.0M
Holdings
68
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Life Planning Partners, Inc disclosed 68 positions worth $131.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $XOM. The portfolio is most concentrated in Other (95.0% of disclosed assets). All figures are sourced directly from Life Planning Partners, Inc’s Form 13F-HR filing with the SEC under CIK 1910934.
AI Fund Analysis
Stable
$CVXSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$25.1M176,509 shISHARES TR
—Quality
$10.8M118,985 shVANGUARD INDEX FDS
—Quality
$7.6M23,605 shISHARES TR
—Quality
$5.8M54,582 shISHARES INC
—Quality
$5.7M81,403 shVANGUARD TAX-MANAGED FDS
—Quality
$5.7M88,216 shISHARES TR
—Quality
$4.5M42,179 shISHARES TR
—Quality
$3.8M81,398 shGLOBAL X FDS
—Quality
$3.6M35,548 shSPDR INDEX SHS FDS
—Quality
$3.1M67,750 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $25.1M | 176,509 |
| ISHARES TR | — | $10.8M | 118,985 |
| VANGUARD INDEX FDS | — | $7.6M | 23,605 |
| ISHARES TR | — | $5.8M | 54,582 |
| ISHARES INC | — | $5.7M | 81,403 |
| VANGUARD TAX-MANAGED FDS | — | $5.7M | 88,216 |
| ISHARES TR | — | $4.5M | 42,179 |
| ISHARES TR | — | $3.8M | 81,398 |
| GLOBAL X FDS | — | $3.6M | 35,548 |
| SPDR INDEX SHS FDS | — | $3.1M | 67,750 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Life Planning Partners, Inc's 68 positions.
Showing top 10 of 68 holdings.
Sector Allocation
Other
$124.5M
Industrials
$2.0M
Consumer Discretionary
$1.6M
Technology
$1.3M
Financials
$723,865
Energy
$589,794
Healthcare
$348,636
Full Holdings — Life Planning Partners, Inc (Q1 2026)
All 68 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $25.1M | 19.2% | -0% | — |
| 2 | — | ISHARES TR | $10.8M | 8.2% | -0% | — |
| 3 | — | VANGUARD INDEX FDS | $7.6M | 5.8% | -1% | — |
| 4 | — | ISHARES TR | $5.8M | 4.4% | -0% | — |
| 5 | — | ISHARES INC | $5.7M | 4.3% | +2% | — |
| 6 | — | VANGUARD TAX-MANAGED FDS | $5.7M | 4.3% | +3% | — |
| 7 | — | ISHARES TR | $4.5M | 3.4% | +5% | — |
| 8 | — | ISHARES TR | $3.8M | 2.9% | -0% | — |
| 9 | — | GLOBAL X FDS | $3.6M | 2.7% | +0% | — |
| 10 | — | SPDR INDEX SHS FDS | $3.1M | 2.4% | -1% | — |
| 11 | — | VANGUARD INTL EQUITY INDEX F | $2.7M | 2.1% | +1% | — |
| 12 | — | ISHARES TR | $2.5M | 1.9% | +5% | — |
| 13 | — | ISHARES TR | $2.5M | 1.9% | +0% | — |
| 14 | — | DIMENSIONAL ETF TRUST | $2.4M | 1.8% | +3% | — |
| 15 | — | AMERICAN CENTY ETF TR | $2.3M | 1.8% | +4% | — |
| 16 | — | VANGUARD INDEX FDS | $2.3M | 1.8% | +4% | — |
| 17 | — | VANGUARD SCOTTSDALE FDS | $2.3M | 1.7% | -2% | — |
| 18 | — | FIDELITY MERRIMACK STR TR | $2.2M | 1.7% | -6% | — |
| 19 | — | DIMENSIONAL ETF TRUST | $2.0M | 1.5% | +11% | — |
| 20 | — | AMERICAN CENTY ETF TR | $1.9M | 1.4% | +10% | — |
| 21 | — | AMERICAN CENTY ETF TR | $1.7M | 1.3% | +11% | — |
| 22 | — | VANGUARD BD INDEX FDS | $1.6M | 1.2% | -0% | — |
| 23 | — | DIMENSIONAL ETF TRUST | $1.6M | 1.2% | +0% | — |
| 24 | — | VANGUARD INDEX FDS | $1.5M | 1.2% | +12% | — |
| 25 | — | AMERICAN CENTY ETF TR | $1.3M | 1.0% | +2% | — |
| 26 |  $XPO | XPO, Inc. | $1.2M | 0.9% | +0% | 55.3 |
| 27 | — | VANGUARD MUN BD FDS | $1.2M | 0.9% | -0% | — |
| 28 | — | ISHARES TR | $1.2M | 0.9% | +1% | — |
| 29 | — | VANGUARD BD INDEX FDS | $1.2M | 0.9% | +0% | — |
| 30 | — | VANGUARD INTL EQUITY INDEX F | $1.1M | 0.8% | -1% | — |
| 31 | — | FIDELITY COVINGTON TRUST | $1.1M | 0.8% | -2% | — |
| 32 |  $TSLA | Tesla, Inc. | $1.0M | 0.8% | +0% | 50.1 |
| 33 | — | ISHARES TR | $1.0M | 0.8% | -0% | — |
| 34 | — | VANGUARD BD INDEX FDS | $975,559 | 0.7% | +0% | — |
| 35 |  $PH | Parker-Hannifin Corp | $959,697 | 0.7% | -19% | 73.8 |
| 36 | — | VANGUARD INTL EQUITY INDEX F | $956,091 | 0.7% | -5% | — |
| 37 | — | ISHARES TR | $946,686 | 0.7% | -1% | — |
| 38 | — | VANGUARD INDEX FDS | $796,439 | 0.6% | +0% | — |
| 39 | — | VANGUARD INDEX FDS | $730,963 | 0.6% | +0% | — |
| 40 |  $META | Meta Platforms, Inc. | $537,971 | 0.4% | +0% | 80.9 |
| 41 | — | SPDR INDEX SHS FDS | $537,870 | 0.4% | +0% | — |
| 42 | — | VANGUARD INTL EQUITY INDEX F | $536,338 | 0.4% | -8% | — |
| 43 | — | SCHWAB STRATEGIC TR | $483,198 | 0.4% | +0% | — |
| 44 | — | DIMENSIONAL ETF TRUST | $482,655 | 0.4% | +0% | — |
| 45 | — | ISHARES TR | $474,042 | 0.4% | +0% | — |
| 46 | — | VANGUARD INTL EQUITY INDEX F | $464,658 | 0.3% | +0% | — |
| 47 | — | SPDR INDEX SHS FDS | $396,720 | 0.3% | +0% | — |
| 48 | — | DIMENSIONAL ETF TRUST | $389,409 | 0.3% | +0% | — |
| 49 |  $BAC | BANK OF AMERICA CORP /DE/ | $382,051 | 0.3% | +0% | 68.4 |
| 50 | $CVX | CHEVRON CORP | $380,442 | 0.3% | +0% | 54.7 |
| 51 | — | VANGUARD SCOTTSDALE FDS | $365,196 | 0.3% | -3% | — |
| 52 | — | AMERICAN CENTY ETF TR | $359,995 | 0.3% | +0% | — |
| 53 | — | ISHARES TR | $353,038 | 0.3% | +5% | — |
| 54 |  $ABBV | AbbVie Inc. | $348,636 | 0.3% | +0% | 59.3 |
| 55 |  $JPM | JPMORGAN CHASE & CO | $341,814 | 0.3% | -15% | 35.6 |
| 56 |  $GXO | GXO Logistics, Inc. | $313,952 | 0.2% | +0% | 51.9 |
| 57 |  $PLTR | Palantir Technologies Inc. | $299,510 | 0.2% | -0% | 85.8 |
| 58 | — | AMERICAN CENTY ETF TR | $293,334 | 0.2% | +0% | — |
| 59 | — | VANGUARD INDEX FDS | $286,068 | 0.2% | +0% | — |
| 60 | — | ISHARES TR | $284,175 | 0.2% | +0% | — |
| 61 |  $MSFT | MICROSOFT CORP | $273,447 | 0.2% | +40% | 83.7 |
| 62 | — | ISHARES TR | $250,403 | 0.2% | +0% | — |
| 63 | — | AMERICAN CENTY ETF TR | $247,717 | 0.2% | +0% | — |
| 64 | — | ISHARES TR | $241,282 | 0.2% | -89% | — |
| 65 |  $AAPL | Apple Inc. | $217,739 | 0.2% | +0% | 76.1 |
| 66 |  $XOM | EXXON MOBIL CORP | $209,352 | 0.2% | NEW | 61.8 |
| 67 | — | VANGUARD WELLINGTON FD | $202,280 | 0.1% | +0% | — |
| 68 | — | DIMENSIONAL ETF TRUST | $201,145 | 0.1% | -92% | — |
New Positions (1)
$XOM EXXON MOBIL CORP$209,352Browse Top Institutional Investors
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