Partners In Financial Planning Purchases in Q3 2025

Partners In Financial Planning

  • $578 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
65.6K
+ 7.29%
$72.57 - $74.72 $4.76M - $4.9M
966K $71.8B
VTV
Vanguard Value ETF

ETFs
926
+ 0.31%
$175.51 - $186.57 $163K - $173K
301K $56.2B
BNDX
Vanguard Total International B

ETFs
55.9K
+ 5.48%
$49.0 - $49.51 $2.74M - $2.77M
1.08M $53.2B
CVX
Chevron Corp

Energy
5.51K
+ 259.2%
$145.57 - $161.83 $802K - $891K
7.63K $1.19B
VCIT
Vanguard Intermediate Term Cor

ETFs
8.58K
+ 10.68%
$81.75 - $84.54 $702K - $726K
88.9K $7.48B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.3K
+ 1.85%
$78.11 - $79.07 $648K - $656K
457K $36.1B
SUB
Ishares Short Term National Mu

ETFs
6.5K
+ 7.11%
$106.17 - $107.3 $691K - $698K
98K $10.5B
MUB
Ishares National Muni Bond ETF

ETFs
5.97K
+ 13.4%
$103.24 - $106.68 $616K - $637K
50.5K $5.38B
NSC
Norfolk Southern Corp

Industrials
550
+ 6.23%
$259.49 - $300.41 $143K - $165K
9.38K $2.82B
VNQ
Vanguard Specialized Funds Van

ETFs
2.06K
+ 1.34%
$88.47 - $93.24 $182K - $192K
155K $14.2B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
113
+ 0.36%
$79.39 - $90.39 $8.97K - $10.2K
31.2K $2.77B
Vanguard Instl Index Fd
3.55K
New
N/A
3.55K $269M
URI
United Rentals, Inc.

Industrials
280
New
$774.14 - $975.23 $217K - $273K
280 $267M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
302
+ 0.39%
$52.12 - $55.33 $15.7K - $16.7K
78.2K $4.32B
MO
Altria Group, Inc.

Consumer Defensive
3.4K
New
$57.75 - $67.68 $196K - $230K
3.4K $225M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.56K
New
$60.9 - $70.75 $217K - $252K
3.56K $222M
AUB
Atlantic Union Bankshares Corp

Financial Services
6.23K
New
$31.23 - $36.56 $194K - $228K
6.23K $220M
AOA
Ishares Tr Core Aggressive All

ETFs
2.38K
New
$82.71 - $88.14 $197K - $210K
2.38K $210M
VV
Vanguard Large Cap ETF

ETFs
13
+ 0.15%
$285.05 - $309.14 $3.71K - $4.02K
8.88K $2.73B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.53K
New
$75.26 - $80.19 $190K - $202K
2.53K $201M
PM
Philip Morris International Inc.

Consumer Defensive
1.55K
+ 61.67%
$157.77 - $183.27 $245K - $284K
4.07K $660M
D
Dominion Energy, Inc

Utilities
3.27K
New
$56.32 - $62.1 $184K - $203K
3.27K $200M
NKSH
National Bankshares Inc

Financial Services
5.42K
+ 33.85%
$27.11 - $31.6 $147K - $171K
21.4K $631M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.04%
$175.16 - $255.24 $175 - $255
2.58K $629M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.03%
$420.11 - $472.68 $420 - $473
3.84K $1.8B
XOM
Exxon Mobil Corp

Energy
571
+ 4.52%
$105.83 - $117.22 $60.4K - $66.9K
13.2K $1.49B
GE
General Electric CO

Industrials
28
+ 1.1%
$244.75 - $305.63 $6.85K - $8.56K
2.58K $777M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
25
+ 0.14%
$87.69 - $96.0 $2.19K - $2.4K
18.5K $1.75B
EFA
Ishares Tr Msci Eafe ETF

ETFs
550
+ 4.97%
$87.29 - $93.61 $48K - $51.5K
11.6K $1.08B
DFAT
Dimensional ETF Tr U S Target

ETFs
49
+ 0.26%
$53.36 - $59.69 $2.61K - $2.92K
19.1K $1.11B
Ge Vernova Inc
6
+ 0.65%
N/A
930 $572M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.04%
$215.01 - $273.02 $215 - $273
2.35K $590M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.63K
+ 1.63%
$25.21 - $25.99 $41.2K - $42.5K
102K $2.63B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
778
+ 1.35%
$50.85 - $51.35 $39.6K - $40K
58.3K $2.99B
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.11%
$617.65 - $666.84 $618 - $667
920 $613M
DFAE
Dimensional ETF Tr

ETFs
106
+ 0.73%
$28.84 - $31.84 $3.06K - $3.38K
14.7K $462M
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.05%
$192.76 - $203.86 $386 - $408
4.15K $845M
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.08%
$108.97 - $121.65 $327 - $365
3.6K $434M
DFIV
Dimensional ETF Tr

ETFs
20
+ 0.21%
$42.66 - $46.53 $853 - $931
9.56K $441M
DFSV
Dimensional ETF Tr Dimensional

ETFs
55
+ 0.44%
$29.2 - $32.74 $1.61K - $1.8K
12.5K $398M
DFIS
Dimensional ETF Tr Dimensional

ETFs
30
+ 0.24%
$29.65 - $31.77 $890 - $953
12.4K $391M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.09%
$108.46 - $120.63 $217 - $241
2.3K $273M
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.03%
$132.83 - $140.61 $133 - $141
2.91K $407M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
87
+ 0.48%
$76.16 - $78.59 $6.63K - $6.84K
18K $1.41B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7
+ 0.13%
$62.09 - $66.51 $435 - $466
5.44K $355M
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.22%
$194.44 - $206.51 $583 - $620
1.37K $283M
VOE
Vanguard Mid Cap Value Index F

ETFs
4
+ 0.3%
$164.63 - $174.58 $659 - $698
1.35K $236M
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.07%
$282.75 - $294.19 $283 - $294
1.38K $405M
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.03%
$137.51 - $145.26 $138 - $145
3.4K $485M
Activity Summary
Buys All Purchases 55 New Holdings 9 Increased Positions 46 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Partners In Financial Planning Portfolio

Follow Partners In Financial Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Partners In Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Partners In Financial Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email