Life Planning Partners, Inc
Life Planning Partners, Inc reported 71 positions worth $134.5M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: ITOT (19.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ITOT | SH | $26.6M | 19.74% | 161,686 | — | — | |
| ▸ 2 | IEFA | SH | $10.6M | 7.88% | 109,808 | — | — | |
| ▸ 3 | VTI | SH | $8.5M | 6.34% | 23,054 | — | — | |
| ▸ 4 | IEMG | SH | $6.1M | 4.56% | 74,126 | — | — | |
| ▸ 5 | VEA | SH | $5.8M | 4.28% | 80,913 | — | — | |
| ▸ 6 | SUB | SH | $5.4M | 3.99% | 50,465 | — | — | |
| ▸ 7 | MUB | SH | $4.5M | 3.35% | 41,843 | — | — | |
| ▸ 8 | CLIP | SH | $3.7M | 2.73% | 36,541 | — | — | |
| ▸ 9 | SPDW | SH | $3.4M | 2.54% | 67,750 | — | — | |
| ▸ 10 | IUSB | SH | $3.3M | 2.46% | 71,639 | — | — |
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Frequently Asked Questions
What stocks does Life Planning Partners, Inc hold as of Q2 2026?
Life Planning Partners, Inc reported 71 positions worth $134.5M in its Q2 2026 13F filing. Largest positions: ITOT (19.7%), IEFA (7.9%), VTI (6.3%), IEMG (4.6%) and VEA (4.3%).
What did Life Planning Partners, Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Life Planning Partners, Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.