Life Planning Partners, Inc Portfolio Holdings by Sector
Life Planning Partners, Inc
- $121 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
ITOT IEFA SUB VEA IEMG MUB IUSB SPDW 47 stocks |
$104,046
88.47% of portfolio
|
  12  
|
  27  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$7,837
6.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
XPO GXO 2 stocks |
$1,152
0.98% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,145
0.97% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH 1 stocks |
$1,103
0.94% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$813
0.69% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT 2 stocks |
$623
0.53% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$375
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$284
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$229
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|