Life Planning Partners, Inc

Portfolio Overview

Life Planning Partners, Inc disclosed 71 positions worth $134.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 6 new positions and exited 3 and a full exit from $CVX. The portfolio is most concentrated in Other (94.8% of disclosed assets). All figures are sourced directly from Life Planning Partners, Inc’s Form 13F-HR filing with the SEC under CIK 1910934.

• ISHARES TR - CORE S&P TTL STK

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  Quality

  $26.6M161,686 sh

• ISHARES TR - CORE MSCI EAFE

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  Quality

  $10.6M109,808 sh

• VANGUARD INDEX FDS - TOTAL STK MKT

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  Quality

  $8.5M23,054 sh

• ISHARES INC - CORE MSCI EMKT

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  Quality

  $6.1M74,126 sh

• VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

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  Quality

  $5.8M80,913 sh

• ISHARES TR - SHRT NAT MUN ETF

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  Quality

  $5.4M50,465 sh

• ISHARES TR - NATIONAL MUN ETF

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  Quality

  $4.5M41,843 sh

• GLOBAL X FDS - 1 3 MO T BI ET

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  Quality

  $3.7M36,541 sh

• SPDR INDEX SHS FDS - ST STR PO EX ETF

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  Quality

  $3.4M67,750 sh

• ISHARES TR - CORE UNIVRSL USD

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  Quality

  $3.3M71,639 sh

Showing top 10 of 71 holdings.

Full Holdings — Life Planning Partners, Inc (Q2 2026)

All 71 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 - CORE S&P TTL STK	$26.6M	19.7%	-8%	—
2	—	ISHARES TR - CORE MSCI EAFE	$10.6M	7.9%	-8%	—
3	—	VANGUARD INDEX FDS - TOTAL STK MKT	$8.5M	6.3%	-2%	—
4	—	ISHARES INC - CORE MSCI EMKT	$6.1M	4.6%	-9%	—
5	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$5.8M	4.3%	-8%	—
6	—	ISHARES TR - SHRT NAT MUN ETF	$5.4M	4.0%	-8%	—
7	—	ISHARES TR - NATIONAL MUN ETF	$4.5M	3.4%	-1%	—
8	—	GLOBAL X FDS - 1 3 MO T BI ET	$3.7M	2.7%	+3%	—
9	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	$3.4M	2.5%	+0%	—
10	—	ISHARES TR - CORE UNIVRSL USD	$3.3M	2.5%	-12%	—
11	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$2.8M	2.1%	-7%	—
12	—	ISHARES TR - CORE S&P US VLU	$2.7M	2.0%	+0%	—
13	—	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	$2.6M	1.9%	-5%	—
14	—	ISHARES TR - 0-5YR INVT GR CP	$2.6M	1.9%	+2%	—
15	—	AMERICAN CENTY ETF TR - US EQT ETF	$2.5M	1.8%	-8%	—
16	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	$2.2M	1.6%	-4%	—
17	—	VANGUARD INDEX FDS - SMALL CP ETF	$2.1M	1.5%	-22%	—
18	—	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	$2.0M	1.5%	-7%	—
19	—	FIDELITY MERRIMACK STR TR - SYSTEMATIC MUN	$1.9M	1.4%	-14%	—
20	—	AMERICAN CENTY ETF TR - REAL ESTATE ETF	$1.8M	1.4%	-3%	—
21	—	DIMENSIONAL ETF TRUST - WORLD EX US CORE	$1.6M	1.2%	-8%	—
22	—	VANGUARD BD INDEX FDS - INTERMED TERM	$1.5M	1.1%	-8%	—
23	—	AMERICAN CENTY ETF TR - INTL EQT ETF	$1.4M	1.0%	-32%	—
24	—	VANGUARD INDEX FDS - LARGE CAP ETF	$1.4M	1.0%	-24%	—
25	—	AMERICAN CENTY ETF TR - AVANTIS CORE FI	$1.3M	1.0%	-1%	—
26	$XPO	XPO, Inc.	$1.3M	1.0%	+0%	58
27	—	ISHARES TR - CORE S&P500 ETF	$1.3M	0.9%	-8%	—
28	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	$1.2M	0.9%	-6%	—
29	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	$1.1M	0.8%	-7%	—
30	—	ISHARES TR - IBOXX INV CP ETF	$1.1M	0.8%	+17%	—
31	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	$1.1M	0.8%	-4%	—
32	—	FIDELITY COVINGTON TRUST - MSCI RL EST ETF	$1.1M	0.8%	-9%	—
33	—	ISHARES TR - CORE MSCI TOTAL	$1.1M	0.8%	-5%	—
34	$PH	Parker-Hannifin Corp	$1.0M	0.8%	+0%	65.6
35	—	VANGUARD BD INDEX FDS - VANGUARD ULTRA	$940,895	0.7%	-4%	—
36	—	VANGUARD INDEX FDS - SM CP VAL ETF	$864,315	0.6%	-3%	—
37	—	VANGUARD STAR FDS - VG TL INTL STK F	$854,644	0.6%	NEW	—
38	—	VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF	$851,989	0.6%	-16%	—
39	$GOOGL	Alphabet Inc.	$827,146	0.6%	NEW	78.1
40	—	VANGUARD INDEX FDS - VALUE ETF	$809,193	0.6%	-0%	—
41	—	ISHARES TR - CALIF MUN BD ETF	$613,520	0.5%	+28%	—
42	—	SPDR INDEX SHS FDS - ST PORT MARK ETF	$593,709	0.4%	+0%	—
43	$META	Meta Platforms, Inc.	$524,568	0.4%	-2%	79.6
44	—	VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF	$499,100	0.4%	+0%	—
45	—	SCHWAB STRATEGIC TR - INTL SCEQT ETF	$497,465	0.4%	+0%	—
46	—	DIMENSIONAL ETF TRUST - NATL MUN BD ETF	$472,910	0.3%	-3%	—
47	—	SPDR INDEX SHS FDS - ST MARKE CAP ETF	$445,831	0.3%	+0%	—
48	$BAC	BANK OF AMERICA CORP /DE/	$428,505	0.3%	-4%	67.3
49	—	VANGUARD INTL EQUITY INDEX F - GLB EX US ETF	$428,232	0.3%	-21%	—
50	—	ISHARES TR - CORE US AGGBD ET	$415,604	0.3%	+18%	—
51	—	DIMENSIONAL ETF TRUST - INTL CORE EQUITY	$409,562	0.3%	+0%	—
52	$ABBV	AbbVie Inc.	$403,379	0.3%	+0%	72.5
53	$ORCL	ORACLE CORP	$398,616	0.3%	NEW	68.2
54	—	AMERICAN CENTY ETF TR - INTL SMCP VLU	$371,495	0.3%	+0%	—
55	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	$365,219	0.3%	+0%	—
56	—	ISHARES TR - RUS TP200 GR ETF	$331,888	0.3%	+0%	—
57	—	VANGUARD INDEX FDS - REAL ESTATE ETF	$311,130	0.2%	+0%	—
58	$GXO	GXO Logistics, Inc.	$306,989	0.2%	+0%	61
59	—	AMERICAN CENTY ETF TR - INTERNATIONAL LR	$303,486	0.2%	+0%	—
60	$MSFT	MICROSOFT CORP	$283,255	0.2%	+3%	79.7
61	$AMD	ADVANCED MICRO DEVICES INC	$281,738	0.2%	NEW	79.7
62	—	ISHARES TR - SP SMCP600VL ETF	$279,101	0.2%	-3%	—
63	$TSLA	Tesla, Inc.	$276,803	0.2%	-77%	53.6
64	$JPM	JPMORGAN CHASE & CO	$251,717	0.2%	-34%	70.3
65	$PLTR	Palantir Technologies Inc.	$250,023	0.2%	+5%	84.5
66	$AAPL	Apple Inc.	$248,283	0.2%	+0%	76.3
67	—	ISHARES TR - CORE 1 5 YR USD	$240,237	0.2%	+0%	—
68	$CAT	CATERPILLAR INC	$228,954	0.2%	NEW	66.3
69	—	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	$205,870	0.1%	+0%	—
70	—	VANGUARD INDEX FDS - GROWTH ETF	$203,807	0.1%	NEW	—
71	—	VANGUARD WELLINGTON FD - SHORT TRM TAX EX	$202,620	0.1%	+0%	—