What does Partners in Financial Planning hold?

Partners in Financial Planning's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2054264.

What is Partners in Financial Planning's AUM?

Partners in Financial Planning reported approximately $659.5M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $913.6M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Partners in Financial Planning's holdings?

All Partners in Financial Planning holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2054264. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Partners in Financial Planning's 13F data updated on 13F Pro?

Partners in Financial Planning's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Partners in Financial Planning

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2054264

Institutional-grade research for retail investors

Sector Allocation

Other88.5%$583.7M
Technology6.8%$44.9M
Industrials1.1%$7.1M
Financials0.8%$5.6M
Consumer Discretionary0.8%$5.1M
Healthcare0.5%$3.5M
Energy0.5%$3.3M
Consumer Staples0.5%$3.0M
Materials0.4%$2.4M
Real Estate0.1%$493,731

AUM History

13fpro.ai/research/fund/partners-in-financial-planning-2054264

Conviction and streaks

Stable · top 10 = 68.6%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold11.8% weight · held 7 quarters

$Conviction hold10.8% weight · held 7 quarters

$Conviction hold9.9% weight · held 7 quarters

$Conviction hold9.5% weight · held 7 quarters

$Conviction hold8.3% weight · held 7 quarters

$Accumulating+25% shares · 6 quarters running

$Accumulating+37% shares · 6 quarters running

$METAAccumulating+16% shares · 6 quarters running

$Accumulating+9% shares · 6 quarters running

$Accumulating+48% shares · 6 quarters running

$Trimming-8% shares · 6 quarters running

$Trimming-13% shares · 4 quarters running

$CARETrimming-16% shares · 3 quarters running

$Trimming-1% shares · 2 quarters running

Largest positions — Q2 2026

VANGUARD
$78.0M
VANGUARD
$71.1M
VANGUARD
$65.3M
VANGUARD
$62.4M
VANGUARD
$55.0M
META
$38.1M
VANGUARD
$24.2M
VANGUARD
$24.2M
VANGUARD
$18.1M
VANGUARD
$16.2M
VANGUARD
$15.6M
STATE
$14.7M
VANGUARD
$13.3M
VANGUARD
$13.2M
ISHARES
$11.7M
VANGUARD
$8.3M
VANGUARD
$7.5M
ISHARES
$6.9M
STATE
$4.9M
VANGUARD
$4.5M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/partners-in-financial-planning-2054264

Partners in Financial Planning 13F holdings — Q2 2026

$659.5M portfolio (+9.4% QoQ) · 131 holdings · Q2 2026 13F · top 10 are 69% of the stock portfolio

1
VANGUARD TOTAL BOND MARKET ETF - TOTAL BND MRKT
$78.0M
11.8% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD GROWTH ETF - GROWTH ETF
$71.1M
10.8% of stocks
+505%This quarter—Since filed—Held
AIQuality—Est. buy—
3
VANGUARD VALUE ETF - VALUE ETF
$65.3M
9.9% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
4
VANGUARD TOTAL INTERNATIONAL BOND ETF - TOTAL INT BD ETF
$62.4M
9.5% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD FTSE DEVELOPED MARKETS ETF - VAN FTSE DEV MKT
$55.0M
8.3% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
6
Meta Platforms, Inc.
$META
$38.1M
5.8% of stocks
+2%This quarter+6.0%Since filed7+ qtrsHeld
AIQuality78.0#57Est. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row
7
VANGUARD SMALL-CAP GROWTH ETF - SML CP GRW ETF
$24.2M
3.7% of stocks
-0.8%This quarter—Since filed—Held
AIQuality—Est. buy—
8
VANGUARD SMALL CAP VALUE ETF - SM CP VAL ETF
$24.2M
3.7% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
9
VANGUARD FTSE EMERGING MARKETS ETF - FTSE EMR MKT ETF
$18.1M
2.7% of stocks
-1.0%This quarter—Since filed—Held
AIQuality—Est. buy—
10
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF - FTSE SMCAP ETF
$16.2M
2.5% of stocks
-0.5%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD TOTAL BOND MARKET ETF - TOTAL BND MRKT	$78.0M	11.8%	+2%	—	—	—	—
2	VANGUARD GROWTH ETF - GROWTH ETF	$71.1M	10.8%	+505%	—	—	—	—
3	VANGUARD VALUE ETF - VALUE ETF	$65.3M	9.9%	-2%	—	—	—	—
4	VANGUARD TOTAL INTERNATIONAL BOND ETF - TOTAL INT BD ETF	$62.4M	9.5%	+4%	—	—	—	—
5	VANGUARD FTSE DEVELOPED MARKETS ETF - VAN FTSE DEV MKT	$55.0M	8.3%	-2%	—	—	—	—
6	Meta Platforms, Inc.$META	$38.1M	5.8%	+2%	+6.0%	7+ qtrsAdded 6 qtrs in a row	78.0#57	Estimated buy price is Pro: unlock with a free trial
7	VANGUARD SMALL-CAP GROWTH ETF - SML CP GRW ETF	$24.2M	3.7%	-0.8%	—	—	—	—
8	VANGUARD SMALL CAP VALUE ETF - SM CP VAL ETF	$24.2M	3.7%	-2%	—	—	—	—
9	VANGUARD FTSE EMERGING MARKETS ETF - FTSE EMR MKT ETF	$18.1M	2.7%	-1.0%	—	—	—	—
10	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF - FTSE SMCAP ETF	$16.2M	2.5%	-0.5%	—	—	—	—

All holdings — Partners in Financial Planning (Q2 2026)

Sort

131 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	VANGUARD REAL ESTATE ETF - REAL ESTATE ETFetf/fund	—	$15.6M	2.4%	161K	+2%	—	—	13F
12	—	STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ST STR PO EX ETFetf/fund	—	$14.7M	2.2%	291K	+0.4%	—	—	13F
13	—	VANGUARD TAX-EXEMPT BOND ETF - TAX EXEMPT BDnote	—	$13.3M	2.0%	262K	+11%	—	—	13F
14	—	VANGUARD TOTAL STOCK MARKET ETF - TOTAL STK MKTetf/fund	—	$13.2M	2.0%	36K	+2%	—	—	13F
15	—	ISHARES SHORT-TERM NATIONAL MUNI BOND ETF - SHRT NAT MUN ETFnote	—	$11.7M	1.8%	110K	+8%	—	—	13F
16	—	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF - INT-TERM CORPnote	—	$8.3M	1.3%	101K	+4%	—	—	13F
17	—	VANGUARD S&P 500 ETF - S&P 500 ETF SHSetf/fund	—	$7.5M	1.1%	11K	+0.1%	—	—	13F
18	—	ISHARES NATIONAL MUNI BOND ETF - NATIONAL MUN ETFnote	—	$6.9M	1.0%	64K	-0.8%	—	—	13F
19	—	STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ST STR P500GRWetf/fund	—	$4.9M	0.8%	41K	-3%	—	—	13F
20	—	VANGUARD MID-CAP ETF - MID CAP ETFetf/fund	—	$4.5M	0.7%	56K	+301%	—	—	13F
21	—	STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF - ST STR P500VALetf/fund	—	$4.3M	0.7%	71K	+0.7%	—	—	13F
22	—	ISHARES MSCI EAFE SMALL-CAP ETF - EAFE SML CP ETFetf/fund	—	$4.2M	0.6%	51K	+3%	—	—	13F
23	—	VANGUARD EXTENDED MARKET ETF - EXTEND MKT ETFetf/fund	—	$3.8M	0.6%	16K	-2%	—	—	13F
24	—	STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ST PORT MARK ETFetf/fund	—	$3.7M	0.6%	72K	+0.5%	—	—	13F
25	—	STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF - ST STR SP600SM Cetf/fund	—	$3.5M	0.5%	32K	+0.0%	—	—	13F
26	—	VANGUARD U.S. MULTIFACTOR ETF - US MULTIFACTOR	—	$3.4M	0.5%	19K	-0.0%
27	—	ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF - CORE INTL AGGR	—	$3.3M	0.5%	66K	+6%
28	—	VANGUARD LARGE-CAP ETF - LARGE CAP ETF	—	$3.0M	0.5%	8,718	+0.1%
29	$NSC	NORFOLK SOUTHERN CORP	Industrials	$2.9M	0.5%	9,376	—
30	—	STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF - ST STR AGGRE ETF	—	$2.7M	0.4%	106K	+1.0%
31	$SPY	SPDR S&P 500 ETF TRUST	—	$2.3M	0.3%	3,026	+228%
32	—	STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF - ST STR SP600GRWO	—	$2.2M	0.3%	18K	-3%
33	—	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ALLWRLD EX US	—	$2.1M	0.3%	25K	-6%
34	—	VANGUARD SMALL-CAP ETF - SMALL CP ETF	—	$2.0M	0.3%	6,723	+0.1%
35	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.7M	0.3%	13K	—
36	$AAPL	Apple Inc.	Technology	$1.7M	0.3%	5,921	-4%
37	—	ISHARES RUSSELL 1000 GROWTH ETF - RUS 1000 GRW ETF	—	$1.6M	0.3%	13K	+300%
38	$STX	Seagate Technology Holdings plc	Technology	$1.5M	0.2%	1,600	—
39	$STLD	STEEL DYNAMICS INC	Materials	$1.5M	0.2%	6,412	-3%
40	—	VANGUARD TOTAL INTERNATIONAL STOCK ETF - VG TL INTL STK F	—	$1.5M	0.2%	17K	-7%
41	—	ISHARES U.S. EQUITY FACTOR ETF - U S EQUITY FACTR	—	$1.4M	0.2%	19K	+0.2%
42	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.4M	0.2%	5,675	-0.6%
43	—	VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF - GLB EX US ETF	—	$1.3M	0.2%	29K	-1%
44	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.3M	0.2%	3,066	—
45	—	DIMENSIONAL U.S. TARGETED VALUE ETF - US TARGETED VLU	—	$1.3M	0.2%	18K	-5%
46	$CVX	CHEVRON CORP	Energy	$1.3M	0.2%	7,634	+0.0%
47	—	VANGUARD INTERMEDIATE-TERM BOND ETF - INTERMED TERM	—	$1.2M	0.2%	16K	-11%
48	$FERG	Ferguson Enterprises Inc. /DE/	Consumer Discretionary	$1.2M	0.2%	5,033	—
49	—	STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF - ST SHO TREAS ETF	—	$1.2M	0.2%	40K	-20%
50	$GEV	GE Vernova Inc.	Industrials	$1.2M	0.2%	985	-0.8%
51	—	ISHARES CORE S&P 500 ETF - CORE S&P500 ETF	—	$1.1M	0.2%	1,417	—
52	$EW	Edwards Lifesciences Corp	Healthcare	$1.0M	0.2%	12K	—
53	—	ISHARES MSCI EAFE ETF - MSCI EAFE ETF	—	$1.0M	0.2%	9,845	-12%
54	$GE	GENERAL ELECTRIC CO	Industrials	$1.0M	0.1%	2,716	-1%
55	—	ISHARES RUSSELL 1000 VALUE ETF - RUS 1000 VAL ETF	—	$1.0M	0.1%	4,170	+0.1%
56	$MSFT	MICROSOFT CORP	Technology	$978K	0.1%	2,623	—
57	$GOOG	Alphabet Inc.	Technology	$967K	0.1%	2,736	—
58	$TPL	Texas Pacific Land Corp	Financials	$937K	0.1%	2,142	—
59	—	DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF - WORLD EX US CORE	—	$925K	0.1%	25K	+0.8%
60	—	DIMENSIONAL NATIONAL MUNICIPAL BOND ETF - NATL MUN BD ETF	—	$924K	0.1%	19K	+20%
61	—	DIMENSIONAL U.S. CORE EQUITY 2 ETF - US COR EQU 2 ETF	—	$920K	0.1%	21K	-0.8%
62	$GLW	CORNING INC /NY	Materials	$920K	0.1%	3,601	-0.8%
63	—	ISHARES CORE MSCI EAFE ETF - CORE MSCI EAFE	—	$895K	0.1%	9,267	+2%
64	$TFC	TRUIST FINANCIAL CORP	Financials	$852K	0.1%	17K	+0.1%
65	—	VANGUARD 0-3 MONTH TREASURY BILL ETF - 0 3 MO TR BI ETF	—	$851K	0.1%	11K	+7%
66	$GOOGL	Alphabet Inc.	Technology	$840K	0.1%	2,349	—
67	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$838K	0.1%	1,674	—
68	$NKSH	NATIONAL BANKSHARES INC	Financials	$779K	0.1%	21K	—
69	$CSX	CSX CORP	Industrials	$752K	0.1%	16K	—
70	$PM	Philip Morris International Inc.	Consumer Staples	$736K	0.1%	4,066	—
71	$WMT	Walmart Inc.	Consumer Staples	$722K	0.1%	6,377	—
72	—	DIMENSIONAL EMERGING CORE EQUITY MARKET ETF - EMGR CRE EQT MNG	—	$719K	0.1%	18K	+2%
73	$JNJ	JOHNSON & JOHNSON	Healthcare	$677K	0.1%	2,667	—
74	$CVS	CVS HEALTH Corp	Healthcare	$609K	0.1%	5,888	—
75	$PG	PROCTER & GAMBLE Co	Consumer Staples	$602K	0.1%	4,106	+0.2%
76	—	ISHARES CORE U.S. AGGREGATE BOND ETF - CORE US AGGBD ET	—	$567K	0.1%	5,730	+0.3%
77	—	DIMENSIONAL US SMALL CAP VALUE ETF - US SMALL CAP ETF	—	$559K	0.1%	14K	+0.4%
78	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$529K	0.1%	2,400	+0.0%
79	$IVZ	Invesco Ltd.	Financials	$516K	0.1%	2,425	New
80	$CAH	CARDINAL HEALTH INC	Consumer Staples	$514K	0.1%	2,163	—
81	$UDR	UDR, Inc.	Real Estate	$494K	0.1%	12K	—
82	—	ISHARES S&P 500 GROWTH ETF - S&P 500 GRWT ETF	—	$483K	0.1%	3,510	+0.0%
83	—	ISHARES RUSSELL MID-CAP VALUE ETF - RUS MDCP VAL ETF	—	$480K	0.1%	2,919	+0.1%
84	—	DIMENSIONAL INTERNATIONAL VALUE ETF - INTERNATNAL VAL	—	$476K	0.1%	8,819	+1.0%
85	—	ISHARES RUSSELL MID-CAP GROWTH ETF - RUS MD CP GR ETF	—	$469K	0.1%	3,205	—
86	—	DIMENSIONAL INTERNATIONAL SMALL CAP ETF - INTL SMALL CAP E	—	$448K	0.1%	13K	+3%
87	—	ISHARES CORE S&P MID-CAP ETF - CORE S&P MCP ETF	—	$436K	0.1%	5,648	+0.6%
88	—	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - FUNDAMENTAL US L	—	$430K	0.1%	14K	-0.6%
89	—	ISHARES CORE S&P SMALL CAP ETF - CORE S&P SCP ETF	—	$429K	0.1%	2,890	-10%
90	$AVGO	Broadcom Inc.	Technology	$423K	0.1%	1,121	+0.8%
91	$CARE	Carter Bankshares, Inc.	Financials	$418K	0.1%	12K	-2%
92	—	VANGUARD MID-CAP GROWTH ETF - MCAP GR IDXVIP	—	$403K	0.1%	1,317	+0.1%
93	$MCD	MCDONALDS CORP	Consumer Discretionary	$382K	0.1%	1,412	—
94	—	VANGUARD CORE BOND ETF - CORE BD ETF	—	$379K	0.1%	4,911	+0.7%
95	$DHR	DANAHER CORP /DE/	Healthcare	$372K	0.1%	1,954	—
96	—	ISHARES MSCI EMERGING MARKETS ETF - MSCI EMG MKT ETF	—	$356K	0.1%	5,204	-13%
97	$META	Meta Platforms, Inc.	Technology	$353K	0.1%	627	+0.5%
98	—	ISHARES MSCI INTL QUALITY FACTOR ETF - MSCI INTL QUALTY	—	$352K	0.1%	7,096	—
99	—	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - INTL CORE EQT MK	—	$338K	0.1%	8,193	+1%
100	$ABBV	AbbVie Inc.	Healthcare	$331K	0.1%	1,317	—
101	$NKE	NIKE, Inc.	Consumer Discretionary	$327K	0.1%	7,976	—
102	—	ISHARES CORE MSCI EMERGING MARKETS ETF - CORE MSCI EMKT	—	$327K	0.1%	3,948	+0.6%
103	$UNP	UNION PACIFIC CORP	Industrials	$326K	0.1%	1,200	—
104	$URI	UNITED RENTALS, INC.	Industrials	$317K	0.1%	280	—
105	—	SCHWAB US AGGREGATE BOND ETF - US AGGREGATE B	—	$315K	0.1%	14K	+2%
106	$COF	CAPITAL ONE FINANCIAL CORP	Financials	$310K	0.1%	1,545	—
107	—	ISHARES S&P 500 VALUE ETF - S&P 500 VAL ETF	—	$309K	0.1%	1,363	+0.1%
108	$WMB	WILLIAMS COMPANIES, INC.	Energy	$301K	0.1%	4,045	—
109	$RTX	RTX Corp	Industrials	$299K	0.1%	1,577	—
110	—	ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF - CORE 80 20 ETF	—	$286K	0.0%	2,934	+0.5%
111	—	ISHARES RUSSELL 2000 VALUE ETF - RUS 2000 VAL ETF	—	$279K	0.0%	1,262	+0.1%
112	$CAT	CATERPILLAR INC	Industrials	$270K	0.0%	254	New
113	$AUB	Atlantic Union Bankshares Corp	Financials	$265K	0.0%	6,262	+0.2%
114	—	ISHARES RUSSELL 3000 ETF - RUSSELL 3000 ETF	—	$261K	0.0%	611	—
115	$ABT	ABBOTT LABORATORIES	Healthcare	$254K	0.0%	2,799	—
116	—	STATE STREET SPDR S&P DIVIDEND ETF - ST STR SP DIV	—	$248K	0.0%	1,632	New
117	$MO	ALTRIA GROUP, INC.	Consumer Staples	$245K	0.0%	3,400	—
118	$IVZ	Invesco Ltd.	Financials	$233K	0.0%	2,588	New
119	—	ISHARES RUSSELL TOP 200 GROWTH ETF - RUS TP200 GR ETF	—	$231K	0.0%	796	New
120	$SO	SOUTHERN CO	Utilities	$228K	0.0%	2,386	—
121	—	DIMENSIONAL US REAL ESTATE ETF - US REAL ESTA ETF	—	$224K	0.0%	8,557	+0.5%
122	—	VANGUARD FTSE EUROPE ETF - FTSE EUROPE ETF	—	$224K	0.0%	2,525	—
123	$CFG	CITIZENS FINANCIAL GROUP INC/RI	Financials	$222K	0.0%	3,175	New
124	$SLV	iShares Silver Trust	Financials	$220K	0.0%	4,108	+2%
125	—	VANGUARD ESG U.S. STOCK ETF - ESG US STK ETF	—	$219K	0.0%	1,656	New
126	—	ISHARES RUSSELL MIDCAP ETF - RUS MID CAP ETF	—	$216K	0.0%	1,959	New
127	$MDLZ	Mondelez International, Inc.	Consumer Staples	$214K	0.0%	3,707	—
128	$PFE	PFIZER INC	Healthcare	$207K	0.0%	8,604	—
129	—	ISHARES SELECT U.S. REIT ETF - SELECT US REIT	—	$206K	0.0%	3,046	New
130	$D	DOMINION ENERGY, INC	Utilities	$203K	0.0%	2,973	New
131	—	VANGUARD MID-CAP VALUE ETF - MCAP VL IDXVIP	—	$201K	0.0%	1,017	New

What changed in Q2 2026

Against the previous quarter's 13F: 11 new, 53 added to, 29 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.

New positions (11)

$IVZInvesco Ltd.$516K
first bought this quarter
$CATCATERPILLAR INC$270K
first bought this quarter
STATE STREET SPDR S&P DIVIDEND ETF - ST STR SP DIV$248K
first bought this quarter
$IVZInvesco Ltd.$233K
first bought this quarter
ISHARES RUSSELL TOP 200 GROWTH ETF - RUS TP200 GR ETF$231K
first bought this quarter
$CFGCITIZENS FINANCIAL GROUP INC/RI$222K
first bought this quarter

+5 more in the Excel export

Added to (53)

VANGUARD GROWTH ETF - GROWTH ETF+505%
now $71.1M
VANGUARD MID-CAP ETF - MID CAP ETF+301%
now $4.5M
VANGUARD TOTAL INTERNATIONAL BOND ETF - TOTAL INT BD ETF+4%
now $62.4M
$SPYSPDR S&P 500 ETF TRUST+228%
now $2.3M · held 7+ qtrs
VANGUARD TAX-EXEMPT BOND ETF - TAX EXEMPT BD+11%
now $13.3M
ISHARES RUSSELL 1000 GROWTH ETF - RUS 1000 GRW ETF+300%
now $1.6M

+47 more in the Excel export

Trimmed (29)

VANGUARD VALUE ETF - VALUE ETF-2%
now $65.3M
VANGUARD FTSE DEVELOPED MARKETS ETF - VAN FTSE DEV MKT-2%
now $55.0M
VANGUARD SMALL CAP VALUE ETF - SM CP VAL ETF-2%
now $24.2M
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF - ST SHO TREAS ETF-20%
now $1.2M
VANGUARD SMALL-CAP GROWTH ETF - SML CP GRW ETF-0.8%
now $24.2M
VANGUARD FTSE EMERGING MARKETS ETF - FTSE EMR MKT ETF-1.0%
now $18.1M

+23 more in the Excel export

Sold out (2)

VANGUARD SCOTTSDALE FDSwas $211K
$PEPPEPSICO INCwas $203K
held 1 qtr

Firm AUM (Form ADV): $913.6M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Partners in Financial Planning has filed, 20 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Partners in Financial Planning?

Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Partners in Financial Planning's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

+4.5%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 3% over the last 4

Top 10 weight

69%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

97%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Partners in Financial Planning disclosed 131 positions worth $659.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 11 new positions and exited 2 — including a new stake in $IVZ. The portfolio is most concentrated in Other (88.5% of disclosed assets). All figures are sourced directly from Partners in Financial Planning’s Form 13F-HR filing with the SEC under CIK 2054264.

Funds like this

managers whose biggest positions overlap Partners in Financial Planning's

WCM INVESTMENT MANAGEMENT, LLC$55.16B 13F book · 5 shared top holdingsSTXFERGGLWPM Holocene Advisors, LP$44.38B 13F book · 9 shared top holdingsSTXCSXSTLDCVS LONDON CO OF VIRGINIA$17.54B 13F book · 4 shared top holdingsNSCGLWPMLOW Third Point LLC$4.68B 13F book · 4 shared top holdingsNSCDHRUNPCOF CINCINNATI FINANCIAL CORP$5.23B 13F book · 3 shared top holdingsNSCPMMCD Empyrean Capital Partners, LP$3.03B 13F book · 4 shared top holdingsNSCCAHUNPCOF

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: Partners in Financial Planning

13F Pro is an AI hedge fund tracker and stock research platform. For Partners in Financial Planning (SEC CIK: 2054264), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Partners in Financial Planning's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.