Life Planning Partners, Inc Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Life Planning Partners, Inc disclosed 69 stock positions valued at approximately $125.25M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD INDEX FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 69
- Portfolio Value
- $125.25M
Holdings by Sector
Life Planning Partners, Inc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ITOT | Other | 20.57% | 154,926 | -6,760 | -4.18% | $25,761,024 |
| ISHARES TR | IEFA | Other | 8.14% | 105,219 | -4,589 | -4.18% | $10,193,590 |
| VANGUARD INDEX FDS | VTI | Other | 6.47% | 21,661 | -1,393 | -6.04% | $8,106,416 |
| ISHARES TR | SUB | Other | 4.32% | 51,718 | +1,253 | +2.48% | $5,406,635 |
| ISHARES INC | IEMG | Other | 4.31% | 66,498 | -7,628 | -10.29% | $5,396,994 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 4.26% | 75,595 | -5,318 | -6.57% | $5,337,781 |
| ISHARES TR | MUB | Other | 3.05% | 37,847 | -3,996 | -9.55% | $3,826,285 |
| GLOBAL X FDS | CLIP | Other | 2.75% | 34,307 | -2,234 | -6.11% | $3,442,381 |
| SPDR INDEX SHS FDS | SPDW | Other | 2.32% | 57,755 | -9,995 | -14.75% | $2,899,879 |
| ISHARES TR | IUSV | Other | 2.16% | 24,491 | - | - | $2,700,867 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.07% | 43,710 | -2,896 | -6.21% | $2,592,435 |
| ISHARES TR | IUSB | Other | 2.04% | 58,023 | -13,616 | -19.01% | $2,558,220 |
| ISHARES TR | SLQD | Other | 2.00% | 50,626 | -243 | -0.48% | $2,504,730 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 1.97% | 29,773 | -2,099 | -6.59% | $2,472,054 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.88% | 18,368 | -1,005 | -5.19% | $2,352,738 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.79% | 28,658 | +2,518 | +9.63% | $2,244,169 |
| VANGUARD INDEX FDS | VB | Other | 1.43% | 6,287 | -542 | -7.94% | $1,788,511 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.42% | 43,006 | -5,140 | -10.68% | $1,781,734 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.39% | 36,688 | +14,397 | +64.59% | $1,737,562 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 1.31% | 35,740 | +25,956 | +265.29% | $1,645,112 |
| AMERICAN CENTY ETF TR | AVRE | Other | 1.25% | 35,331 | -3,005 | -7.84% | $1,566,929 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 1.16% | 39,250 | -3,486 | -8.16% | $1,453,040 |
| ISHARES TR | LQD | Other | 1.11% | 13,627 | +3,442 | +33.79% | $1,392,404 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.05% | 14,596 | -654 | -4.29% | $1,315,226 |
| VANGUARD INDEX FDS | VV | Other | 1.00% | 3,565 | -364 | -9.26% | $1,254,426 |
| ISHARES TR | IVV | Other | 0.99% | 1,617 | -64 | -3.81% | $1,238,016 |
| AMERICAN CENTY ETF TR | AVIG | Other | 0.91% | 28,916 | -2,883 | -9.07% | $1,138,985 |
| XPO INC | XPO | Industrials | 0.90% | 6,385 | - | - | $1,123,632 |
| VANGUARD BD INDEX FDS | BND | Other | 0.88% | 15,689 | +650 | +4.32% | $1,100,578 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.86% | 14,807 | -4,412 | -22.96% | $1,078,816 |
Showing 30 of 69 holdings in the latest reporting period.