Latest Life Planning Partners, Inc Stock Portfolio
$125Million | No. of Holdings #69
Life Planning Partners, Inc Performance
2026 Q3-0.92%
YTD+6.51%
2025+14.39%
About Life Planning Partners, Inc and 13F Hedge Fund Stock Holdings
On 2026-10-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Life Planning Partners, Inc reported an equity portfolio of $125.2 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Life Planning Partners, Inc are IJR, IBCE, VB. The fund has invested 20.6% of it's portfolio in ISHARES TR and 8.1% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off PARKER-HANNIFIN CORP (PH), ALPHABET INC (GOOG) and CATERPILLAR INC (CAT) stocks. They significantly reduced their stock positions in FIDELITY MERRIMACK STR TR (FBND), VANGUARD INDEX FDS (VB) and SPDR INDEX SHS FDS (CWI). Life Planning Partners, Inc opened new stock positions in CHEVRON CORPORATION (CVX). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD WELLINGTON FD (VFLQ) and VANGUARD MUN BD FDS (VTEB).
Life Planning Partners, Inc Equity Portfolio Value
Last Reported on: 28 Oct, 2026
$125Million
as of Oct 28, 2026Life Planning Partners, Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Life Planning Partners, Inc made a return of -0.92% in the last quarter. In trailing 12 months, it's portfolio return was 8.24%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| chevron corporation | 215,869 |
New stocks bought by Life Planning Partners, Inc
Additions
| Ticker | % Inc. |
|---|---|
| dimensional etf trust | 265 |
| vanguard wellington fd | 99.35 |
| vanguard mun bd fds | 64.59 |
| ishares tr | 33.79 |
| ishares tr | 25.74 |
| vanguard scottsdale fds | 9.63 |
| ishares tr | 8.39 |
| vanguard index fds | 4.34 |
Additions to existing portfolio by Life Planning Partners, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| fidelity merrimack str tr | -55.67 |
| vanguard index fds | -38.94 |
| spdr index shs fds | -36.67 |
| vanguard intl equity index f | -31.14 |
| oracle corp | -29.41 |
| vanguard bd index fds | -22.96 |
| ishares tr | -19.01 |
| spdr index shs fds | -16.51 |
Life Planning Partners, Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| alphabet inc | -827,146 |
| parker-hannifin corp | -1,048,540 |
| caterpillar inc | -228,954 |
Life Planning Partners, Inc got rid off the above stocks
Sector Distribution
Life Planning Partners, Inc has about 96.4% of it's holdings in Others sector.
- Others
- Technology
- Industrials
| Sector | % |
|---|---|
| Others | 96.4 |
| Technology | 1.3 |
| Industrials | 1.1 |
Market Cap. Distribution
Life Planning Partners, Inc has about 2.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96.4 |
| MEGA-CAP | 2.5 |
Stocks belong to which Index?
About 2.2% 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 | 97.8 |
| S&P 500 | 2.2 |
| Top 5 Losers ($) | $ | |
|---|---|---|
| AAXJ | ishares tr | -0.3 M |
| XPO | xpo inc | -0.2 M |
| ACWF | ishares tr | -0.1 M |
| VB | vanguard index fds | -0.1 M |
| BNDW | vanguard scottsdale fds | -0.1 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 69 stocks in it's portfolio. About 58.3% of the portfolio is in top 10 stocks. AAXJ proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Life Planning Partners, Inc last quarter.
$125.25MTotal Value
72.00Positions
28 Oct, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.21% | 806 | $268.5K 0.21% | 6.06%decreased 6.06 percentreduced | ||
 AAXJ Ishares TrIshares TrAAXJ | 4.32% | 51,718 | $5.41M 4.32% | 2.48%increased 2.48 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 3.06% | 37,847 | $3.83M 3.06% | 9.55%decreased 9.55 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.5% | 11,537 | $624.4K 0.5% | 8.39%increased 8.39 percentadded | |
 Abbvie Inc Abbvie IncABBV Life Planning Partners, Inc's holding in Abbvie Inc over time | 0.34% | 1,603 | $419.3K 0.34% | 0%unchanged 0 percentunchanged | |
 ACWF Ishares TrIshares TrACWF | 2.04% | 58,023 | $2.56M 2.04% | 19.01%decreased 19.01 percentreduced | |
ACWF Ishares TrIshares TrACWF | 2% | 50,626 | $2.50M 2% | 0.48%decreased 0.48 percentreduced | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 1.88% | 18,368 | $2.35M 1.88% | 5.19%decreased 5.19 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 1.25% | 35,331 | $1.57M 1.25% | 7.84%decreased 7.84 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 1.05% | 14,596 | $1.32M 1.05% | 4.29%decreased 4.29 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.91% | 28,916 | $1.14M 0.91% | 9.07%decreased 9.07 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.32% | 3,605 | $394.3K 0.32% | 0%unchanged 0 percentunchanged | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.25% | 3,920 | $312.1K 0.25% | 0%unchanged 0 percentunchanged | |
 Advanced Micro Devices Inc Life Planning Partners, Inc's holding in Advanced Micro Devices Inc over time | 0.24% | 485 | $296.7K 0.24% | 0%unchanged 0 percentunchanged | |
 AOA Ishares TrIshares TrAOA | 0.27% | 1,142 | $336.8K 0.27% | 0%unchanged 0 percentunchanged | |
 Bank Of Amer Corp Life Planning Partners, Inc's holding in Bank Of Amer Corp over time | 0.33% | 7,523 | $409.5K 0.33% | 0.04%increased 0.04 percentadded | |
 BITS Global X FdsGlobal X FdsBITS | 2.75% | 34,307 | $3.44M 2.75% | 6.11%decreased 6.11 percentreduced | |
 BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 0.88% | 15,689 | $1.10M 0.88% | 4.32%increased 4.32 percentadded | |
BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 0.86% | 14,807 | $1.08M 0.86% | 22.96%decreased 22.96 percentreduced | |
BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 0.41% | 6,663 | $509.1K 0.41% | 1.04%decreased 1.04 percentreduced | |
