Partners In Financial Planning Portfolio Holdings

Partners In Financial Planning

  • $578 Billion
  • Q3 2025

Partners In Financial Planning has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $578 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $71.8B, Vanguard Growth ETF with a value of $66.6B, Vanguard Value ETF with a value of $56.2B, Vanguard Total International B with a value of $53.2B, and Vanguard Ftse Developed Market with a value of $46.4B.

Examining the 13F form we can see an increase of $36.2B in the current position value, from $542B to 578B.

Partners In Financial Planning is based out at Salem, VA

Below you can find more details about Partners In Financial Planning portfolio as well as his latest detailed transactions.

Portfolio value $578 Billion
ETFs: $547 Billion
Industrials: $4.97 Billion
Consumer Cyclical: $4.29 Billion
Technology: $4.03 Billion
Energy: $3.6 Billion
Healthcare: $3.44 Billion
Financial Services: $2.98 Billion
Consumer Defensive: $2.37 Billion
Other: $3.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$71.8 Billion 12.41% of portfolio
965,626
Q3 2025 Added 7.29%
$0
$66.6 Billion 11.52% of portfolio
138,916
Q3 2025 Reduced 2.25%
$0
$56.2 Billion 9.72% of portfolio
301,476
Q3 2025 Added 0.31%
$0
$53.2 Billion 9.2% of portfolio
1,076,345
Q3 2025 Added 5.48%
$0
$46.4 Billion 8.03% of portfolio
775,066
Q3 2025 Reduced 0.45%
$0
$36.1 Billion 6.24% of portfolio
457,164
Q3 2025 Added 1.85%
$0
$20.9 Billion 3.62% of portfolio
100,216
Q3 2025 Reduced 0.35%
$0
$19.7 Billion 3.41% of portfolio
66,338
Q3 2025 Reduced 0.35%
$0
$16.5 Billion 2.85% of portfolio
304,473
Q3 2025 Reduced 0.47%
$0
$15.1 Billion 2.61% of portfolio
105,931
Q3 2025 Reduced 1.05%
$0
$14.2 Billion 2.46% of portfolio
155,388
Q3 2025 Added 1.34%
$0
$12.3 Billion 2.12% of portfolio
286,527
Q3 2025 Reduced 0.1%
$0
$11.7 Billion 2.02% of portfolio
35,665
Q3 2025 Reduced 1.39%
$0
$11.3 Billion 1.95% of portfolio
225,063
Q3 2025 Reduced 5.51%
$0
$10.5 Billion 1.81% of portfolio
97,955
Q3 2025 Added 7.11%
$0
$7.48 Billion 1.29% of portfolio
88,946
Q3 2025 Added 10.68%
$0
$5.38 Billion 0.93% of portfolio
50,484
Q3 2025 Added 13.4%
$0
$4.47 Billion 0.77% of portfolio
42,781
Q3 2025 Reduced 1.07%
$0
$4.32 Billion 0.75% of portfolio
78,150
Q3 2025 Added 0.39%
$0
$4.15 Billion 0.72% of portfolio
14,113
Q3 2025 Reduced 1.36%
$0
$3.91 Billion 0.68% of portfolio
50,954
Q3 2025 Reduced 0.08%
$0
$3.36 Billion 0.58% of portfolio
16,029
Q3 2025 Reduced 0.85%
$0
$3.22 Billion 0.56% of portfolio
68,714
Q3 2025 Reduced 0.95%
$0
$2.99 Billion 0.52% of portfolio
58,343
Q3 2025 Added 1.35%
$0
$2.87 Billion 0.5% of portfolio
19,917
Q3 2025 Reduced 0.51%
$65.7B
$2.82 Billion 0.49% of portfolio
9,383
Q3 2025 Added 6.23%
$0
$2.77 Billion 0.48% of portfolio
31,249
Q3 2025 Added 0.36%
$0
$2.73 Billion 0.47% of portfolio
8,876
Q3 2025 Added 0.15%
$0
$2.63 Billion 0.45% of portfolio
101,619
Q3 2025 Added 1.63%
$0
$2.05 Billion 0.36% of portfolio
28,778
Q3 2025 Reduced 0.75%
$0
$1.8 Billion 0.31% of portfolio
3,841
Q3 2025 Added 0.03%
$0
$1.73 Billion 0.3% of portfolio
6,812
Q3 2025 Reduced 1.86%
$0
$1.75 Billion 0.3% of portfolio
18,508
Q3 2025 Added 0.14%
$4.3T
$1.66 Billion 0.29% of portfolio
6,528
Q2 2025 Added 0.02%
$490B
$1.49 Billion 0.26% of portfolio
13,194
Q3 2025 Added 4.52%
$1.29T
$1.36 Billion 0.24% of portfolio
3,061
Q2 2025 New
$0
$1.39 Billion 0.24% of portfolio
29,138
Q3 2025 Reduced 1.45%
$0
$1.41 Billion 0.24% of portfolio
18,034
Q3 2025 Added 0.48%
$0
$1.41 Billion 0.24% of portfolio
48,132
Q3 2025 Added 0.56%
$0
$1.36 Billion 0.24% of portfolio
18,536
Q3 2025 Reduced 3.26%
$3.78T
$1.33 Billion 0.23% of portfolio
2,569
Q3 2021 Added 1.62%
$0
$1.33 Billion 0.23% of portfolio
19,195
Q3 2025 Reduced 1.31%
$2.39T
$1.29 Billion 0.22% of portfolio
5,897
Q3 2025 Reduced 3.83%
$303B
$1.19 Billion 0.2% of portfolio
7,633
Q3 2025 Added 259.2%
$0
$1.08 Billion 0.19% of portfolio
11,610
Q3 2025 Added 4.97%
$0
$1.11 Billion 0.19% of portfolio
19,065
Q3 2025 Added 0.26%
Ferguson Enterprises Inc
-
$1.11 Billion 0.19% of portfolio
-
Q2 2025 Reduced 33.82%
$17.2B
$972 Million 0.17% of portfolio
6,970
Q3 2025 Reduced 2.42%
$53.4B
$901 Million 0.16% of portfolio
11,584
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $578 Billion
  • Prior Value $542 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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