Partners in Financial Planning
Partners in Financial Planning reported 131 positions worth $659.5M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: BND (11.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BND | SH | $78.0M | 11.83% | 1,063,064 | — | — | |
| ▸ 2 | VUG | SH | $71.1M | 10.77% | 824,863 | — | — | |
| ▸ 3 | VTV | SH | $65.3M | 9.90% | 299,573 | — | — | |
| ▸ 4 | BNDX | SH | $62.4M | 9.46% | 1,288,435 | — | — | |
| ▸ 5 | VEA | SH | $55.0M | 8.34% | 771,756 | — | — | |
| ▸ 6 | BSV | SH | $38.1M | 5.78% | 488,983 | — | — | |
| ▸ 7 | VBK | SH | $24.2M | 3.67% | 66,268 | — | — | |
| ▸ 8 | VBR | SH | $24.2M | 3.67% | 99,603 | — | — | |
| ▸ 9 | VWO | SH | $18.1M | 2.74% | 302,899 | — | — | |
| ▸ 10 | VSS | SH | $16.2M | 2.46% | 105,235 | — | — |
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Frequently Asked Questions
What stocks does Partners in Financial Planning hold as of Q2 2026?
Partners in Financial Planning reported 131 positions worth $659.5M in its Q2 2026 13F filing. Largest positions: BND (11.8%), VUG (10.8%), VTV (9.9%), BNDX (9.5%) and VEA (8.3%).
What did Partners in Financial Planning buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Partners in Financial Planning 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.