§ 13F · FUND PROFILE
Life Planning Partners, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $125.6T (13F)Positions · 65Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$200.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 177K | $26.3T | 20.1% | −5% |
| 2 | IEFA | ISHARES TR | 119K | $10.7T | 8.2% | −5% |
| 3 | VTI | VANGUARD INDEX FDS | 24K | $8.0T | 6.1% | −16% |
| 4 | SUB | ISHARES TR | 55K | $5.8T | 4.5% | +3% |
| 5 | IEMG | ISHARES INC | 80K | $5.4T | 4.1% | −7% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 86K | $5.3T | 4.1% | −6% |
| 7 | MUB | ISHARES TR | 40K | $4.3T | 3.3% | ±0% |
| 8 | IUSB | ISHARES TR | 82K | $3.8T | 2.9% | −1% |
| 9 | CLIP | GLOBAL X FDS | 35K | $3.6T | 2.7% | +17% |
| 10 | SPDW | SPDR INDEX SHS FDS | 68K | $3.0T | 2.3% | −21% |
§ 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 $125634.4 trillion in assets. The fund runs a portfolio of 65 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed