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
$339,000 0.28% of portfolio
3,399
Q4 2025 Added 59.2%
$0
$325,000 0.27% of portfolio
3,605
Q4 2025 Reduced 7.21%
$0
$315,000 0.26% of portfolio
1,142
Q4 2025 Reduced 31.98%
$5.88B
$299,000 0.25% of portfolio
6,055
Q4 2024 Reduced 97.7%
$0
$288,000 0.24% of portfolio
3,223
Q4 2025 Added 0.03%
$303B
$284,000 0.23% of portfolio
1,837
Q4 2025 Added 0.16%
$3.78T
$266,000 0.22% of portfolio
526
Q4 2025 Reduced 11.0%
$0
$271,000 0.22% of portfolio
3,920
Q4 2024 Reduced 98.07%
$0
$243,000 0.2% of portfolio
4,130
Q2 2025 New
$4.3T
$229,000 0.19% of portfolio
858
Q3 2025 New
$0
$232,000 0.19% of portfolio
2,114
Q4 2025 Reduced 18.57%
$0
$198,000 0.16% of portfolio
410
Q4 2025 New
-
$0 0.0% of portfolio
-
Q4 2025 Added 15.35%
Fidelity Merrimack Str Tr
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 11.01%
Vanguard Wellington Fd
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 23.17%
Global X Fds
-
$0 0.0% of portfolio
-
Q4 2025 Added 17.31%

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
Track This Portfolio

Track Life Planning Partners, Inc Portfolio

Follow Life Planning Partners, Inc 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 Life Planning Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Life Planning Partners, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email