Latest Life Planning Partners, Inc Stock Portfolio
Life Planning Partners, Inc Performance:
2026 Q1: -0.75%YTD: -0.75%2025: 14.39%
Performance for 2026 Q1 is -0.75%, and YTD is -0.75%, and 2025 is 14.39%.
About Life Planning Partners, Inc and 13F Hedge Fund Stock Holdings
On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Life Planning Partners, Inc reported an equity portfolio of $131 Millions as of 31 Mar, 2026.
The top stock holdings of Life Planning Partners, Inc are IJR, IBCE, VB. The fund has invested 19.2% of it's portfolio in ISHARES TR and 8.2% of portfolio in ISHARES TR.
The fund managers got completely rid off VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in PARKER-HANNIFIN CORP (PH), JPMORGAN CHASE & CO (JPM) and VANGUARD INTL EQUITY INDEX F (VEU). Life Planning Partners, Inc opened new stock positions in ISHARES TR (IBCE), EXXON MOBIL CORP (XOM) and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), VANGUARD INDEX FDS (VB) and AMERICAN CENTY ETF TR (AEMB).
The top stock holdings of Life Planning Partners, Inc are IJR, IBCE, VB. The fund has invested 19.2% of it's portfolio in ISHARES TR and 8.2% of portfolio in ISHARES TR.
The fund managers got completely rid off VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in PARKER-HANNIFIN CORP (PH), JPMORGAN CHASE & CO (JPM) and VANGUARD INTL EQUITY INDEX F (VEU). Life Planning Partners, Inc opened new stock positions in ISHARES TR (IBCE), EXXON MOBIL CORP (XOM) and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), VANGUARD INDEX FDS (VB) and AMERICAN CENTY ETF TR (AEMB).
Life Planning Partners, Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Life Planning Partners, Inc made a return of -0.75% in the last quarter. In trailing 12 months, it's portfolio return was 14.33%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 241,282 |
| exxon mobil corp | 209,352 |
| dimensional etf trust | 201,145 |
New stocks bought by Life Planning Partners, Inc
Additions
| Ticker | % Inc. |
|---|---|
| microsoft corp | 40.49 |
| vanguard index fds | 11.97 |
| american centy etf tr | 11.27 |
| dimensional etf trust | 10.73 |
| american centy etf tr | 9.73 |
| ishares tr | 5.4 |
| ishares tr | 5.24 |
| ishares tr | 4.62 |
Additions to existing portfolio by Life Planning Partners, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| parker-hannifin corp | -19.16 |
| jpmorgan chase & co | -14.93 |
| vanguard intl equity index f | -7.54 |
| fidelity merrimack str tr | -6.16 |
| vanguard intl equity index f | -5.44 |
| vanguard scottsdale fds | -2.56 |
| vanguard scottsdale fds | -2.04 |
| fidelity covington trust | -1.79 |
Life Planning Partners, Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard index fds | -200,023 |
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 | 1.9 |
Market Cap. Distribution
Life Planning Partners, Inc has about 4.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 95.4 |
| MEGA-CAP | 2.7 |
| LARGE-CAP | 1.7 |
Stocks belong to which Index?
About 3.2% 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 | 96.8 |
| S&P 500 | 3.2 |
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 68 stocks in it's portfolio. About 57.6% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. XPO was the most profitable stock for Life Planning Partners, Inc last quarter.
Last Reported on: 29 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.17 | 858 | 217,739 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 4.44 | 54,582 | 5,812,940 | reduced | -0.08 | ||
| AAXJ | ishares tr | 3.42 | 42,179 | 4,477,300 | added | 5.24 | ||
| AAXJ | ishares tr | 0.36 | 8,337 | 474,042 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.27 | 1,603 | 348,636 | unchanged | 0.00 | ||
| ACWF | ishares tr | 2.87 | 81,398 | 3,759,780 | reduced | -0.23 | ||
| ACWF | ishares tr | 1.92 | 49,850 | 2,516,900 | added | 5.4 | ||
| AEMB | american centy etf tr | 1.78 | 20,999 | 2,334,680 | added | 4.12 | ||
| AEMB | american centy etf tr | 1.44 | 22,265 | 1,889,000 | added | 9.73 | ||
| AEMB | american centy etf tr | 1.32 | 39,425 | 1,735,500 | added | 11.27 | ||
| AEMB | american centy etf tr | 1.02 | 32,091 | 1,333,070 | added | 2.37 | ||
| AEMB | american centy etf tr | 0.28 | 3,605 | 359,995 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 0.22 | 3,920 | 293,334 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 0.19 | 4,130 | 247,717 | unchanged | 0.00 | ||
| AOA | ishares tr | 0.22 | 1,142 | 284,175 | unchanged | 0.00 | ||
| BAC | bank america corp | 0.29 | 7,837 | 382,051 | added | 0.04 | ||
| BITS | global x fds | 2.72 | 35,548 | 3,567,610 | added | 0.21 | ||
| BIV | vanguard bd index fds | 1.23 | 20,863 | 1,610,220 | reduced | -0.2 | ||
| BIV | vanguard bd index fds | 0.88 | 15,677 | 1,154,480 | added | 0.01 | ||
| BIV | vanguard bd index fds | 0.41 | 6,861 | 537,971 | unchanged | 0.00 | ||