§ 13F · FUND PROFILE
Life Planning Partners, Inc.
AUM · $135M (13F)Positions · 71Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 162K | $27M | 19.7% | −8% |
| 2 | IEFA | ISHARES TR | 110K | $11M | 7.9% | −8% |
| 3 | VTI | VANGUARD INDEX FDS | 23K | $9M | 6.3% | −2% |
| 4 | IEMG | ISHARES INC | 74K | $6M | 4.6% | −9% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 81K | $6M | 4.3% | −8% |
| 6 | SUB | ISHARES TR | 50K | $5M | 4.0% | −8% |
| 7 | MUB | ISHARES TR | 42K | $5M | 3.3% | −1% |
| 8 | CLIP | GLOBAL X FDS | 37K | $4M | 2.7% | +3% |
| 9 | SPDW | SPDR INDEX SHS FDS | 68K | $3M | 2.5% | ±0% |
| 10 | IUSB | ISHARES TR | 72K | $3M | 2.5% | −12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFE SIGNAL
AC read
Life Planning Partners, Inc is a Other fund managing $135 million in assets. The fund runs a portfolio of 71 positions.
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