Latest Life Planning Partners, Inc Stock Portfolio
$134Million | No. of Holdings #71
Life Planning Partners, Inc Performance
2026 Q2+8.31%
YTD+7.50%
2025+14.39%
About Life Planning Partners, Inc and 13F Hedge Fund Stock Holdings
On 2026-07-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Life Planning Partners, Inc reported an equity portfolio of $134.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Life Planning Partners, Inc are IJR, IBCE, VB. The fund has invested 19.7% of it's portfolio in ISHARES TR and 7.9% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off CHEVRON CORPORATION (CVX), AMERICAN CENTY ETF TR (AEMB) and EXXON MOBIL CORP (XOM) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), JPMORGAN CHASE & CO (JPM) and AMERICAN CENTY ETF TR (AEMB). Life Planning Partners, Inc opened new stock positions in VANGUARD STAR FDS (VXUS), ALPHABET INC (GOOG) and ORACLE CORP (ORCL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), ISHARES TR (IJR) and PALANTIR TECHNOLOGIES INC (PLTR).
Life Planning Partners, Inc Equity Portfolio Value
Last Reported on: 22 Jul, 2026
$134Million
as of Jul 22, 2026Life Planning Partners, Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Life Planning Partners, Inc made a return of 8.31% in the last quarter. In trailing 12 months, it's portfolio return was 15.47%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard star fds | 854,644 |
| alphabet inc | 827,146 |
| oracle corp | 398,616 |
| advanced micro devices inc | 281,738 |
| caterpillar inc | 228,954 |
| vanguard index fds | 203,807 |
New stocks bought by Life Planning Partners, Inc
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 27.67 |
| ishares tr | 18.08 |
| ishares tr | 17.26 |
| palantir technologies inc | 4.64 |
| global x fds | 2.79 |
| microsoft corp | 2.71 |
| ishares tr | 2.04 |
| vanguard scottsdale fds | 0.3 |
Additions to existing portfolio by Life Planning Partners, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| tesla inc | -76.52 |
| jpmorgan chase & co | -33.82 |
| american centy etf tr | -31.51 |
| vanguard index fds | -23.62 |
| vanguard index fds | -21.82 |
| vanguard intl equity index f | -20.87 |
| vanguard intl equity index f | -15.8 |
| fidelity merrimack str tr | -13.93 |
Life Planning Partners, Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| american centy etf tr | -247,717 |
| chevron corporation | -380,442 |
| exxon mobil corp | -209,352 |
Life Planning Partners, Inc got rid off the above stocks
Sector Distribution
Life Planning Partners, Inc has about 95.1% of it's holdings in Others sector.
- Others
- Industrials
- Technology
| Sector | % |
|---|---|
| Others | 95.1 |
| Industrials | 2.2 |
| Technology | 1.1 |
Market Cap. Distribution
Life Planning Partners, Inc has about 4.7% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 95.1 |
| MEGA-CAP | 2.9 |
| LARGE-CAP | 1.8 |
Stocks belong to which Index?
About 3.5% 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 | 96.5 |
| S&P 500 | 3.5 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | ishares tr | 3.7 M |
| VB | vanguard index fds | 1.1 M |
| EMGF | ishares inc | 1.0 M |
| IBCE | ishares tr | 0.7 M |
| VEA | vanguard tax-managed fds | 0.6 M |
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 71 stocks in it's portfolio. About 57.9% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Life Planning Partners, Inc last quarter.
$134.54MTotal Value
74.00Positions
22 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.18% | 858 | $248.3K 0.18% | 0%unchanged 0 percentunchanged | ||
 AAXJ Ishares TrIshares TrAAXJ | 3.99% | 50,465 | $5.37M 3.99% | 7.54%decreased 7.54 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 3.35% | 41,843 | $4.50M 3.35% | 0.8%decreased 0.8 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.46% | 10,644 | $613.5K 0.46% | 27.67%increased 27.67 percentadded | |
 Abbvie Inc Abbvie IncABBV Life Planning Partners, Inc's holding in Abbvie Inc over time | 0.3% | 1,603 | $403.4K 0.3% | 0%unchanged 0 percentunchanged | |
 ACWF Ishares TrIshares TrACWF | 2.46% | 71,639 | $3.31M 2.46% | 11.99%decreased 11.99 percentreduced | |
ACWF Ishares TrIshares TrACWF | 1.9% | 50,869 | $2.56M 1.9% | 2.04%increased 2.04 percentadded | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 1.84% | 19,373 | $2.48M 1.84% | 7.74%decreased 7.74 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 1.35% | 38,336 | $1.82M 1.35% | 2.76%decreased 2.76 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 1.01% | 15,250 | $1.36M 1.01% | 31.51%decreased 31.51 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.98% | 31,799 | $1.32M 0.98% | 0.91%decreased 0.91 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.28% | 3,605 | $371.5K 0.28% | 0%unchanged 0 percentunchanged | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.23% | 3,920 | $303.5K 0.23% | 0%unchanged 0 percentunchanged | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Advanced Micro Devices Inc Life Planning Partners, Inc's holding in Advanced Micro Devices Inc over time | 0.21% | 485 | $281.7K 0.21% | Newnew position | |
 AOA Ishares TrIshares TrAOA | 0.25% | 1,142 | $331.9K 0.25% | 0%unchanged 0 percentunchanged | |
 Bank Of Amer Corp Life Planning Partners, Inc's holding in Bank Of Amer Corp over time | 0.32% | 7,520 | $428.5K 0.32% | 4.04%decreased 4.04 percentreduced | |
 BITS Global X FdsGlobal X FdsBITS | 2.72% | 36,541 | $3.67M 2.72% | 2.79%increased 2.79 percentadded | |
 BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 1.1% | 19,219 | $1.47M 1.1% | 7.88%decreased 7.88 percentreduced | |
BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 0.82% | 15,039 | $1.10M 0.82% | 4.07%decreased 4.07 percentreduced | |
