§ 13F · FUND PROFILE
Life Planning Partners, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $137M (13F)Positions · 70Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$652K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 177K | $25M | 19.2% | ±0% |
| 2 | IEFA | ISHARES TR | 119K | $11M | 8.2% | ±0% |
| 3 | VTI | VANGUARD INDEX FDS | 24K | $8M | 5.8% | −1% |
| 4 | SUB | ISHARES TR | 55K | $6M | 4.4% | ±0% |
| 5 | IEMG | ISHARES INC | 81K | $6M | 4.3% | +2% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 88K | $6M | 4.3% | +3% |
| 7 | MUB | ISHARES TR | 42K | $4M | 3.4% | +5% |
| 8 | IUSB | ISHARES TR | 81K | $4M | 2.9% | ±0% |
| 9 | CLIP | GLOBAL X FDS | 36K | $4M | 2.7% | ±0% |
| 10 | SPDW | SPDR INDEX SHS FDS | 68K | $3M | 2.4% | −1% |
§ 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 $137 million in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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