§ 13F · FUND PROFILE
Partners in Financial Planning.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $542.3T (13F)Positions · 107Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.0T 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 FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 984K | $72.9T | 12.3% | +2% |
| 2 | VUG | VANGUARD INDEX FDS | 134K | $65.4T | 11.1% | −4% |
| 3 | VTV | VANGUARD INDEX FDS | 305K | $58.2T | 9.9% | +1% |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 1.16M | $56.2T | 9.5% | +8% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 777K | $48.6T | 8.2% | ±0% |
| 6 | BSV | VANGUARD BD INDEX FDS | 465K | $36.7T | 6.2% | +2% |
| 7 | VBR | VANGUARD INDEX FDS | 102K | $21.5T | 3.6% | +1% |
| 8 | VBK | VANGUARD INDEX FDS | 66K | $20.0T | 3.4% | ±0% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 307K | $16.5T | 2.8% | +1% |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | 107K | $15.3T | 2.6% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PARTNERS SIGNAL
AC read
Partners in Financial Planning is a Other fund managing $542290.1 trillion in assets. The fund runs a portfolio of 107 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
9 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