Latest Life Planning Partners, Inc Stock Portfolio
Life Planning Partners, Inc Performance:
2025 Q4: 1.63%YTD: 14.39%2024: 7.74%
Performance for 2025 Q4 is 1.63%, and YTD is 14.39%, and 2024 is 7.74%.
About Life Planning Partners, Inc and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Life Planning Partners, Inc reported an equity portfolio of $130.6 Millions as of 31 Dec, 2025.
The top stock holdings of Life Planning Partners, Inc are IJR, IBCE, VB. The fund has invested 20.1% of it's portfolio in ISHARES TR and 8.2% of portfolio in ISHARES TR.
The fund managers got completely rid off VANGUARD STAR FDS (VXUS), ISHARES SILVER TR (SLV) and INTERNATIONAL BUSINESS MACHS (IBM) stocks. They significantly reduced their stock positions in BANK AMERICA CORP (BAC), ISHARES TR (AOA) and AMERICAN CENTY ETF TR (AEMB). Life Planning Partners, Inc opened new stock positions in VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (ACWF).
The top stock holdings of Life Planning Partners, Inc are IJR, IBCE, VB. The fund has invested 20.1% of it's portfolio in ISHARES TR and 8.2% of portfolio in ISHARES TR.
The fund managers got completely rid off VANGUARD STAR FDS (VXUS), ISHARES SILVER TR (SLV) and INTERNATIONAL BUSINESS MACHS (IBM) stocks. They significantly reduced their stock positions in BANK AMERICA CORP (BAC), ISHARES TR (AOA) and AMERICAN CENTY ETF TR (AEMB). Life Planning Partners, Inc opened new stock positions in VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (ACWF).
Life Planning Partners, Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Life Planning Partners, Inc made a return of 1.63% in the last quarter. In trailing 12 months, it's portfolio return was 14.39%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard index fds | 200,023 |
New stocks bought by Life Planning Partners, Inc
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 59.2 |
| vanguard scottsdale fds | 36.41 |
| ishares tr | 31.43 |
| global x fds | 17.31 |
| vanguard bd index fds | 15.35 |
| ishares tr | 13.14 |
| american centy etf tr | 11.99 |
| vanguard index fds | 4.00 |
Additions to existing portfolio by Life Planning Partners, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| bank america corp | -35.35 |
| ishares tr | -31.98 |
| american centy etf tr | -26.35 |
| ishares tr | -25.73 |
| vanguard index fds | -25.64 |
| vanguard mun bd fds | -23.78 |
| vanguard wellington fd | -23.17 |
| spdr index shs fds | -21.09 |
Life Planning Partners, Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares silver tr | -255,957 |
| vanguard star fds | -291,930 |
| international business machs | -210,209 |
| ishares tr | -209,786 |
| berkshire hathaway inc del | -205,872 |
Life Planning Partners, Inc got rid off the above stocks
Sector Distribution
Life Planning Partners, Inc has about 95.4% of it's holdings in Others sector.
- Others
- Industrials
| Sector | % |
|---|---|
| Others | 95.4 |
| Industrials | 1.8 |
Market Cap. Distribution
Life Planning Partners, Inc has about 4.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 95.4 |
| MEGA-CAP | 2.5 |
| LARGE-CAP | 1.8 |
Stocks belong to which Index?
About 3.4% of the stocks held by Life Planning Partners, Inc either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 96.6 |
| S&P 500 | 3.4 |
Life Planning Partners, Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Life Planning Partners, Inc
Life Planning Partners, Inc has 66 stocks in it's portfolio. About 58.3% of the portfolio is in top 10 stocks. FBCG proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Life Planning Partners, Inc last quarter.
Last Reported on: 16 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.18 | 858 | 233,216 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 4.46 | 54,624 | 5,828,340 | added | 2.78 | ||
| AAXJ | ishares tr | 3.29 | 40,079 | 4,292,860 | added | 0.27 | ||
| AAXJ | ishares tr | 0.37 | 8,337 | 479,044 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.28 | 1,603 | 366,269 | unchanged | 0.00 | ||
| ACWF | ishares tr | 2.91 | 81,589 | 3,797,180 | reduced | -1.44 | ||
| ACWF | ishares tr | 1.84 | 47,297 | 2,397,990 | added | 31.43 | ||
| AEMB | american centy etf tr | 1.73 | 20,169 | 2,254,580 | reduced | -26.35 | ||
| AEMB | american centy etf tr | 1.28 | 20,291 | 1,670,330 | reduced | -1.62 | ||
| AEMB | american centy etf tr | 1.18 | 35,433 | 1,542,410 | added | 11.99 | ||
| AEMB | american centy etf tr | 1.01 | 31,349 | 1,314,240 | added | 3.05 | ||
| AEMB | american centy etf tr | 0.26 | 3,605 | 338,762 | reduced | -7.21 | ||
| AEMB | american centy etf tr | 0.21 | 3,920 | 279,222 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 0.18 | 4,130 | 240,820 | unchanged | 0.00 | ||
| AOA | ishares tr | 0.24 | 1,142 | 316,265 | reduced | -31.98 | ||
| BAC | bank america corp | 0.33 | 7,834 | 430,880 | reduced | -35.35 | ||
| BITS | global x fds | 2.72 | 35,474 | 3,551,410 | added | 17.31 | ||
| BIV | vanguard bd index fds | 1.25 | 20,904 | 1,627,980 | reduced | -3.11 | ||
| BIV | vanguard bd index fds | 0.89 | 15,676 | 1,161,100 | reduced | -3.9 | ||
| BIV | vanguard bd index fds | 0.41 | 6,861 | 540,716 | unchanged | 0.00 | ||