Latest Life Planning Partners, Inc Stock Portfolio
Life Planning Partners, Inc Performance:
2025 Q3: 2.42%YTD: 3.36%2024: 5.2%
Performance for 2025 Q3 is 2.42%, and YTD is 3.36%, and 2024 is 5.2%.
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 $136.9 Millions as of 30 Sep, 2025.
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 8% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), PARKER-HANNIFIN CORP (PH) and INTERNATIONAL BUSINESS MACHS (IBM). Life Planning Partners, Inc opened new stock positions in AMERICAN CENTY ETF TR (AEMB), VANGUARD WELLINGTON FD (VFLQ) and ISHARES SILVER TR (SLV). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL X FDS (BITS), DIMENSIONAL ETF TRUST (DFAC) and VANGUARD BD INDEX FDS (VUSB).
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 8% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), PARKER-HANNIFIN CORP (PH) and INTERNATIONAL BUSINESS MACHS (IBM). Life Planning Partners, Inc opened new stock positions in AMERICAN CENTY ETF TR (AEMB), VANGUARD WELLINGTON FD (VFLQ) and ISHARES SILVER TR (SLV). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL X FDS (BITS), DIMENSIONAL ETF TRUST (DFAC) and VANGUARD BD INDEX FDS (VUSB).
Life Planning Partners, Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Life Planning Partners, Inc made a return of 2.42% in the last quarter. In trailing 12 months, it's portfolio return was 4.37%.
New Buys
| Ticker | $ Bought |
|---|---|
| american centy etf tr | 1,280,160 |
| vanguard wellington fd | 265,311 |
| ishares silver tr | 255,957 |
| apple inc | 218,411 |
| ishares tr | 209,786 |
| berkshire hathaway inc del | 205,872 |
New stocks bought by Life Planning Partners, Inc
Additions
| Ticker | % Inc. |
|---|---|
| global x fds | 80.92 |
| dimensional etf trust | 28.62 |
| vanguard bd index fds | 21.52 |
| jpmorgan chase & co. | 17.56 |
| ishares tr | 15.21 |
| american centy etf tr | 9.15 |
| american centy etf tr | 8.41 |
| ishares tr | 6.29 |
Additions to existing portfolio by Life Planning Partners, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -11.92 |
| parker-hannifin corp | -10.08 |
| international business machs | -8.59 |
| fidelity merrimack str tr | -6.77 |
| ishares tr | -5.6 |
| vanguard intl equity index f | -5.12 |
| ishares tr | -4.26 |
| vanguard index fds | -3.06 |
Life Planning Partners, Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -425,682 |
Life Planning Partners, Inc got rid off the above stocks
Sector Distribution
Life Planning Partners, Inc has about 95.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 95.2 |
| Industrials | 1.7 |
Market Cap. Distribution
Life Planning Partners, Inc has about 4.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 95.2 |
| MEGA-CAP | 2.7 |
| LARGE-CAP | 1.9 |
Stocks belong to which Index?
About 3.7% of the stocks held by Life Planning Partners, Inc either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 96.3 |
| S&P 500 | 3.7 |
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 70 stocks in it's portfolio. About 57.6% of the portfolio is in top 10 stocks. IBM 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: 24 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.16 | 858 | 218,411 | new | |||
| AAXJ | ishares tr | 4.14 | 53,148 | 5,675,100 | added | 3.23 | ||
| AAXJ | ishares tr | 3.11 | 39,970 | 4,256,400 | added | 0.00 | ||
| AAXJ | ishares tr | 0.35 | 8,337 | 475,542 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.27 | 1,603 | 371,159 | unchanged | 0.00 | ||
| ACWF | ishares tr | 2.82 | 82,781 | 3,866,680 | reduced | -4.26 | ||
| ACWF | ishares tr | 1.34 | 35,987 | 1,829,210 | added | 15.21 | ||
| AEMB | american centy etf tr | 2.17 | 27,386 | 2,976,840 | added | 4.93 | ||
| AEMB | american centy etf tr | 1.19 | 20,625 | 1,627,280 | added | 9.15 | ||
| AEMB | american centy etf tr | 1.03 | 31,640 | 1,407,330 | added | 8.41 | ||
| AEMB | american centy etf tr | 0.94 | 30,422 | 1,280,160 | new | |||
| AEMB | american centy etf tr | 0.25 | 3,885 | 345,882 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 0.19 | 3,920 | 264,365 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 0.17 | 4,130 | 236,938 | unchanged | 0.00 | ||
| AOA | ishares tr | 0.34 | 1,679 | 459,458 | unchanged | 0.00 | ||
| BAC | bank america corp | 0.46 | 12,117 | 625,097 | added | 0.02 | ||
| BITS | global x fds | 2.22 | 30,240 | 3,036,740 | added | 80.92 | ||
| BIV | vanguard bd index fds | 1.23 | 21,576 | 1,684,900 | reduced | -0.07 | ||
| BIV | vanguard bd index fds | 0.89 | 16,312 | 1,213,140 | added | 4.36 | ||