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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$762B
$800,000 0.74% of portfolio
3,089
Q4 2024 Reduced 99.75%
$300B
$531,000 0.49% of portfolio
12,744
Q1 2025 Added 0.02%
$306B
$335,000 0.31% of portfolio
1,603
Q4 2024 Reduced 99.44%
$687B
$255,000 0.24% of portfolio
479
Q4 2024 Reduced 99.78%
$680B
$260,000 0.24% of portfolio
1,062
Q4 2024 Reduced 99.58%
$270B
$249,000 0.23% of portfolio
1,494
Q1 2025 New
$2.74T
$221,000 0.2% of portfolio
591
Q1 2025 Added 9.44%

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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