Life Planning Partners, Inc Portfolio Holdings

Life Planning Partners, Inc

  • $108 Million
  • Q1 2025

Life Planning Partners, Inc has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $108 Million distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $22.7M, Ishares Tr with a value of $9.21M, Vanguard Total Stock Market Et with a value of $7.64M, Ishares Short Term National Mu with a value of $5.9M, and Vanguard Ftse Developed Market with a value of $4.74M.

Examining the 13F form we can see an increase of $895K in the current position value, from $107M to 108M.

Below you can find more details about Life Planning Partners, Inc portfolio as well as his latest detailed transactions.

Portfolio value $108 Million
ETFs: $102 Million
Financial Services: $1.26 Million
Industrials: $922,000
Consumer Cyclical: $800,000
Healthcare: $335,000
Energy: $249,000
Technology: $221,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.7 Million 20.96% of portfolio
186,237
Q1 2025 Reduced 0.1%
$0
$9.21 Million 8.5% of portfolio
121,729
Q1 2025 Added 1.41%
$0
$7.64 Million 7.05% of portfolio
27,959
Q1 2025 Added 3.63%
$0
$5.9 Million 5.44% of portfolio
55,833
Q1 2025 Reduced 1.43%
$0
$4.74 Million 4.37% of portfolio
92,413
Q1 2025 Added 1.11%
$0
$4.46 Million 4.12% of portfolio
83,229
Q1 2025 Added 2.96%
$0
$4.28 Million 3.95% of portfolio
92,832
Q1 2025 Reduced 4.22%
$0
$4.08 Million 3.76% of portfolio
38,673
Q1 2025 Added 12.07%
$0
$3.2 Million 2.95% of portfolio
87,061
Q4 2024 Reduced 97.07%
$0
$2.43 Million 2.24% of portfolio
10,950
Q1 2025 Added 0.64%
$0
$2.42 Million 2.23% of portfolio
29,664
Q1 2025 Added 3.16%
$0
$2.26 Million 2.09% of portfolio
24,491
Q4 2024 Reduced 98.92%
$0
$2.22 Million 2.05% of portfolio
49,099
Q1 2025 Added 1.16%
$0
$1.85 Million 1.7% of portfolio
30,523
Q1 2025 Added 10.21%
$0
$1.72 Million 1.59% of portfolio
6,736
Q1 2025 Added 3.92%
$0
$1.7 Million 1.57% of portfolio
22,298
Q1 2025 Reduced 0.65%
$0
$1.43 Million 1.32% of portfolio
28,384
Q1 2025 Reduced 2.6%
$0
$1.42 Million 1.31% of portfolio
28,687
Q1 2025 Added 3.61%
$0
$1.3 Million 1.2% of portfolio
11,137
Q1 2025 Reduced 1.63%
$0
$1.22 Million 1.13% of portfolio
46,755
Q1 2025 Added 0.98%
$0
$1.21 Million 1.11% of portfolio
28,036
Q1 2025 Added 4.2%
$0
$1.18 Million 1.09% of portfolio
42,875
Q1 2025 Added 0.04%
$0
$1.16 Million 1.07% of portfolio
15,875
Q1 2025 Reduced 10.64%
$0
$1.14 Million 1.05% of portfolio
12,294
Q1 2025 Added 24.93%
$0
$1.09 Million 1.0% of portfolio
16,430
Q1 2025 Added 8.23%
$0
$970,000 0.89% of portfolio
8,950
Q1 2025 Added 8.77%
$0
$929,000 0.86% of portfolio
15,240
Q1 2025 Added 0.01%
$0
$915,000 0.84% of portfolio
1,629
Q1 2025 Added 0.06%
$0
$875,000 0.81% of portfolio
12,547
Q1 2025 Added 13.76%
$0
$667,000 0.62% of portfolio
3,595
Q1 2025 Reduced 0.11%
$0
$602,000 0.56% of portfolio
14,833
Q1 2025 Reduced 6.31%
$0
$579,000 0.53% of portfolio
3,393
Q1 2025 Reduced 1.42%
$0
$562,000 0.52% of portfolio
7,188
Q4 2024 Reduced 98.71%
$0
$517,000 0.48% of portfolio
5,728
Q1 2025 Reduced 16.27%
$0
$469,000 0.43% of portfolio
8,337
Q4 2024 Reduced 98.25%
$0
$443,000 0.41% of portfolio
11,253
Q4 2024 Reduced 97.39%
$0
$400,000 0.37% of portfolio
5,637
Q1 2025 Added 0.27%
$0
$395,000 0.36% of portfolio
10,938
Q4 2024 Reduced 97.09%
$0
$353,000 0.33% of portfolio
1,679
Q4 2024 Reduced 99.57%
$0
$342,000 0.32% of portfolio
6,000
Q4 2024 Reduced 98.29%
$0
$297,000 0.27% of portfolio
10,728
Q1 2025 Added 4.01%
$0
$297,000 0.27% of portfolio
3,319
Q1 2025 Added 1.37%
$0
$287,000 0.26% of portfolio
3,638
Q1 2025 Reduced 2.54%
$0
$270,000 0.25% of portfolio
3,885
Q4 2024 Reduced 98.46%
$0
$252,000 0.23% of portfolio
2,596
Q4 2024 Reduced 99.08%
$0
$247,000 0.23% of portfolio
5,200
Q4 2024 Reduced 97.91%
$0
$222,000 0.2% of portfolio
3,920
Q4 2024 Reduced 98.07%
$0
$209,000 0.19% of portfolio
2,120
Q1 2025 Reduced 9.17%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $108 Million
  • Prior Value $107 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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