Life Planning Partners, Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Life Planning Partners, Inc disclosed 71 stock positions valued at approximately $134.54M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 71
- Portfolio Value
- $134.54M
Holdings by Sector
Life Planning Partners, Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ITOT | Other | 19.74% | 161,686 | -14,823 | -8.40% | $26,560,108 |
| ISHARES TR | IEFA | Other | 7.88% | 109,808 | -9,177 | -7.71% | $10,605,232 |
| VANGUARD INDEX FDS | VTI | Other | 6.34% | 23,054 | -551 | -2.33% | $8,530,912 |
| ISHARES INC | IEMG | Other | 4.56% | 74,126 | -7,277 | -8.94% | $6,140,573 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 4.28% | 80,913 | -7,303 | -8.28% | $5,765,041 |
| ISHARES TR | SUB | Other | 3.99% | 50,465 | -4,117 | -7.54% | $5,373,044 |
| ISHARES TR | MUB | Other | 3.35% | 41,843 | -336 | -0.80% | $4,503,094 |
| GLOBAL X FDS | CLIP | Other | 2.73% | 36,541 | +993 | +2.79% | $3,666,475 |
| SPDR INDEX SHS FDS | SPDW | Other | 2.54% | 67,750 | - | - | $3,413,922 |
| ISHARES TR | IUSB | Other | 2.46% | 71,639 | -9,759 | -11.99% | $3,306,122 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.07% | 46,606 | -3,579 | -7.13% | $2,781,932 |
| ISHARES TR | IUSV | Other | 2.01% | 24,491 | - | - | $2,697,684 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 1.94% | 31,872 | -1,821 | -5.40% | $2,611,628 |
| ISHARES TR | SLQD | Other | 1.90% | 50,869 | +1,019 | +2.04% | $2,562,270 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.84% | 19,373 | -1,626 | -7.74% | $2,481,292 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.61% | 26,140 | -1,108 | -4.07% | $2,160,488 |
| VANGUARD INDEX FDS | VB | Other | 1.54% | 6,829 | -1,906 | -21.82% | $2,069,893 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.48% | 48,146 | -3,602 | -6.96% | $1,986,007 |
| FIDELITY MERRIMACK STR TR | FMUN | Other | 1.44% | 38,530 | -6,238 | -13.93% | $1,942,296 |
| AMERICAN CENTY ETF TR | AVRE | Other | 1.35% | 38,336 | -1,089 | -2.76% | $1,816,377 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 1.17% | 42,736 | -3,571 | -7.71% | $1,574,407 |
| VANGUARD BD INDEX FDS | BIV | Other | 1.10% | 19,219 | -1,644 | -7.88% | $1,474,113 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.01% | 15,250 | -7,015 | -31.51% | $1,360,296 |
| VANGUARD INDEX FDS | VV | Other | 1.00% | 3,929 | -1,215 | -23.62% | $1,351,301 |
| AMERICAN CENTY ETF TR | AVIG | Other | 0.98% | 31,799 | -292 | -0.91% | $1,316,776 |
| XPO INC | XPO | Industrials | 0.97% | 6,385 | - | - | $1,310,777 |
| ISHARES TR | IVV | Other | 0.94% | 1,681 | -145 | -7.94% | $1,259,043 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.86% | 13,886 | -897 | -6.07% | $1,162,917 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.84% | 22,291 | -1,677 | -7.00% | $1,127,498 |
| ISHARES TR | LQD | Other | 0.83% | 10,185 | +1,499 | +17.26% | $1,110,892 |
Showing 30 of 71 holdings in the latest reporting period.