Life Planning Partners, Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$131.0M
Q ending 2026-03-31
Prior quarter
$130.6M
Q ending 2025-12-31
Change
+0.4% QoQ · +18.6% YoY
Positions
68
reported holdings
Largest positions
All 68 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | ITOT | Shares | $25.1M | 177K |
| Ishares Tr | IEFA | Shares | $10.8M | 119K |
| Vanguard Index Fds | VTI | Shares | $7.6M | 24K |
| Ishares Tr | SUB | Shares | $5.8M | 55K |
| Ishares Inc | IEMG | Shares | $5.7M | 81K |
| Vanguard Tax-Managed Fds | VEA | Shares | $5.7M | 88K |
| Ishares Tr | MUB | Shares | $4.5M | 42K |
| Ishares Tr | IUSB | Shares | $3.8M | 81K |
| Global X Fds | CLIP | Shares | $3.6M | 36K |
| Spdr Index Shs Fds | SPDW | Shares | $3.1M | 68K |
| Vanguard Intl Equity Index F | VWO | Shares | $2.7M | 50K |
| Ishares Tr | SLQD | Shares | $2.5M | 50K |
| Ishares Tr | IUSV | Shares | $2.5M | 24K |
| Dimensional Etf Trust | DFUS | Shares | $2.4M | 34K |
| American Centy Etf Tr | AVUS | Shares | $2.3M | 21K |
| Vanguard Index Fds | VB | Shares | $2.3M | 9K |
| Vanguard Scottsdale Fds | VCIT | Shares | $2.3M | 27K |
| Fidelity Merrimack Str Tr | FMUN | Shares | $2.2M | 45K |
| Dimensional Etf Trust | DFAI | Shares | $2.0M | 52K |
| American Centy Etf Tr | AVDE | Shares | $1.9M | 22K |
| American Centy Etf Tr | AVRE | Shares | $1.7M | 39K |
| Vanguard Bd Index Fds | BIV | Shares | $1.6M | 21K |
| Dimensional Etf Trust | DFAX | Shares | $1.6M | 46K |
| Vanguard Index Fds | VV | Shares | $1.5M | 5K |
| American Centy Etf Tr | AVIG | Shares | $1.3M | 32K |
| Xpo Inc | XPO | Shares | $1.2M | 6K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.2M | 24K |
| Ishares Tr | IVV | Shares | $1.2M | 2K |
| Vanguard Bd Index Fds | BND | Shares | $1.2M | 16K |
| Vanguard Intl Equity Index F | VEU | Shares | $1.1M | 15K |
| Fidelity Covington Trust | FREL | Shares | $1.1M | 41K |
| Tesla Inc | TSLA | Shares | $1.0M | 3K |
| Ishares Tr | IXUS | Shares | $1.0M | 12K |
| Vanguard Bd Index Fds | VUSB | Shares | $976K | 20K |
| Parker-Hannifin Corp | PH | Shares | $960K | 1K |
| Vanguard Intl Equity Index F | VSS | Shares | $956K | 7K |
| Ishares Tr | LQD | Shares | $947K | 9K |
| Vanguard Index Fds | VBR | Shares | $796K | 4K |
| Vanguard Index Fds | VTV | Shares | $731K | 4K |
| Vanguard Bd Index Fds | BSV | Shares | $538K | 7K |
| Spdr Index Shs Fds | SPEM | Shares | $538K | 11K |
| Vanguard Intl Equity Index F | VNQI | Shares | $536K | 12K |
| Schwab Strategic Tr | SCHC | Shares | $483K | 10K |
| Dimensional Etf Trust | DFNM | Shares | $483K | 10K |
| Ishares Tr | CMF | Shares | $474K | 8K |
| Vanguard Intl Equity Index F | VGK | Shares | $465K | 6K |
| Spdr Index Shs Fds | EWX | Shares | $397K | 6K |
| Dimensional Etf Trust | DFIC | Shares | $389K | 11K |
| Bank America Corp | BAC | Shares | $382K | 8K |
| Chevron Corporation | CVX | Shares | $380K | 2K |
| Vanguard Scottsdale Fds | VCSH | Shares | $365K | 5K |
| American Centy Etf Tr | AVDV | Shares | $360K | 4K |
| Ishares Tr | AGG | Shares | $353K | 4K |
| Abbvie Inc | ABBV | Shares | $349K | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $342K | 1K |
| Gxo Logistics Incorporated | GXO | Shares | $314K | 6K |
| Palantir Technologies Inc | PLTR | Shares | $300K | 2K |
| American Centy Etf Tr | AVIV | Shares | $293K | 4K |
| Vanguard Index Fds | VNQ | Shares | $286K | 3K |
| Ishares Tr | IWY | Shares | $284K | 1K |
| Microsoft Corp | MSFT | Shares | $273K | 739 |
| Ishares Tr | IJS | Shares | $250K | 2K |
| American Centy Etf Tr | AVES | Shares | $248K | 4K |
| Ishares Tr | ISTB | Shares | $241K | 5K |
| Apple Inc | AAPL | Shares | $218K | 858 |
| Exxon Mobil Corp | XOM | Shares | $209K | 1K |
| Vanguard Wellington Fd | VTES | Shares | $202K | 2K |
| Dimensional Etf Trust | DFIV | Shares | $201K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.