Life Planning Partners, Inc Portfolio Holdings

Life Planning Partners, Inc

  • $121 Million
  • Q4 2025

Life Planning Partners, Inc has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $121 Million distributed in 66 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 $25.8M, Ishares Tr with a value of $10.6M, Vanguard Total Stock Market Et with a value of $7.84M, Ishares Short Term National Mu with a value of $5.82M, and Vanguard Ftse Developed Market with a value of $5.25M.

Examining the 13F form we can see an decrease of $8.1M in the current position value, from $129M to 121M.

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

Portfolio value $121 Million
ETFs: $112 Million
Industrials: $2.26 Million
Consumer Cyclical: $1.15 Million
Technology: $852,000
Financial Services: $813,000
Healthcare: $375,000
Energy: $284,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.8 Million 21.38% of portfolio
176,621
Q4 2025 Reduced 4.65%
$0
$10.6 Million 8.74% of portfolio
119,055
Q4 2025 Reduced 5.26%
$0
$7.84 Million 6.48% of portfolio
23,760
Q4 2025 Reduced 15.74%
$0
$5.82 Million 4.81% of portfolio
54,624
Q4 2025 Added 2.78%
$0
$5.25 Million 4.34% of portfolio
85,612
Q4 2025 Reduced 6.39%
$0
$4.3 Million 3.56% of portfolio
80,173
Q4 2025 Reduced 6.69%
$0
$4.29 Million 3.55% of portfolio
40,079
Q4 2025 Added 0.27%
$0
$3.8 Million 3.14% of portfolio
81,589
Q4 2025 Reduced 1.44%
$0
$2.98 Million 2.47% of portfolio
68,210
Q4 2025 Reduced 21.09%
$0
$2.72 Million 2.25% of portfolio
49,513
Q4 2025 Reduced 2.94%
$0
$2.48 Million 2.05% of portfolio
24,491
Q4 2024 Reduced 98.92%
$0
$2.4 Million 1.98% of portfolio
47,297
Q4 2025 Added 31.43%
$0
$2.39 Million 1.97% of portfolio
32,731
Q4 2025 Reduced 6.26%
$0
$2.32 Million 1.92% of portfolio
27,815
Q4 2025 Reduced 0.22%
$0
$2.2 Million 1.82% of portfolio
20,169
Q4 2025 Reduced 26.35%
$0
$2.09 Million 1.73% of portfolio
8,381
Q4 2025 Reduced 19.24%
$0
$1.63 Million 1.35% of portfolio
20,904
Q4 2025 Reduced 3.11%
$0
$1.63 Million 1.35% of portfolio
20,291
Q4 2025 Reduced 1.62%
$0
$1.56 Million 1.29% of portfolio
35,433
Q4 2025 Added 11.99%
$0
$1.48 Million 1.23% of portfolio
46,307
Q4 2025 Reduced 0.98%
$0
$1.43 Million 1.18% of portfolio
4,594
Q4 2025 Reduced 25.64%
$0
$1.31 Million 1.09% of portfolio
31,349
Q4 2025 Added 3.05%
$0
$1.22 Million 1.01% of portfolio
1,808
Q4 2025 Added 13.14%
$0
$1.21 Million 1.0% of portfolio
24,068
Q4 2025 Reduced 23.78%
$0
$1.16 Million 0.96% of portfolio
15,676
Q4 2025 Reduced 3.9%
$1.29T
$1.15 Million 0.95% of portfolio
2,802
Q4 2025 Reduced 10.91%
$0
$1.13 Million 0.94% of portfolio
41,638
Q4 2025 Reduced 1.79%
$107B
$1.1 Million 0.91% of portfolio
1,326
Q4 2025 Reduced 16.45%
$0
$1.09 Million 0.9% of portfolio
14,974
Q4 2025 Reduced 1.8%
$0
$985,000 0.81% of portfolio
11,699
Q4 2025 Reduced 25.73%
$0
$982,000 0.81% of portfolio
6,935
Q4 2025 Reduced 18.33%
$0
$964,000 0.8% of portfolio
8,750
Q4 2025 Added 2.32%
$15.4B
$853,000 0.71% of portfolio
6,385
Q4 2024 Reduced 99.24%
$0
$753,000 0.62% of portfolio
3,666
Q4 2025 Added 4.0%
$0
$697,000 0.58% of portfolio
3,725
Q4 2025 Added 0.03%
$0
$620,000 0.51% of portfolio
13,050
Q4 2025 Reduced 4.37%
$0
$540,000 0.45% of portfolio
6,861
Q2 2025 Reduced 4.55%
$0
$544,000 0.45% of portfolio
11,466
Q3 2025 Added 0.82%
$0
$485,000 0.4% of portfolio
10,070
Q4 2025 Reduced 0.53%
$0
$478,000 0.4% of portfolio
8,337
Q4 2024 Reduced 98.25%
$0
$456,000 0.38% of portfolio
5,637
Q1 2025 Added 0.27%
$0
$465,000 0.38% of portfolio
10,338
Q2 2025 Reduced 5.49%
$881B
$410,000 0.34% of portfolio
1,366
Q3 2025 Added 17.56%
$0
$403,000 0.33% of portfolio
6,000
Q4 2024 Reduced 98.29%
$413B
$403,000 0.33% of portfolio
7,834
Q4 2025 Reduced 35.35%
$414B
$375,000 0.31% of portfolio
1,603
Q4 2024 Reduced 99.44%
$0
$376,000 0.31% of portfolio
4,728
Q4 2025 Added 36.41%
$342B
$357,000 0.3% of portfolio
2,052
Q4 2025 Reduced 6.68%
$0
$365,000 0.3% of portfolio
10,960
Q4 2025 Reduced 3.64%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $121 Million
  • Prior Value $129 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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