§ 13F · FUND PROFILE
Partners in Financial Planning.
AUM · $660M (13F)Positions · 131Turnover · n/a · Q2Filed · Aug 10, 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 AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD TOTAL BOND MARKET ETF | 1.06M | $78M | 11.8% | +2% |
| 2 | VUG | VANGUARD GROWTH ETF | 825K | $71M | 10.8% | +505% |
| 3 | VTV | VANGUARD VALUE ETF | 300K | $65M | 9.9% | −2% |
| 4 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 1.29M | $62M | 9.5% | +4% |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 772K | $55M | 8.3% | −2% |
| 6 | BSV | VANGUARD SHORT-TERM BOND ETF | 489K | $38M | 5.8% | +2% |
| 7 | VBK | VANGUARD SMALL-CAP GROWTH ETF | 66K | $24M | 3.7% | −1% |
| 8 | VBR | VANGUARD SMALL CAP VALUE ETF | 100K | $24M | 3.7% | −2% |
| 9 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 303K | $18M | 2.7% | −1% |
| 10 | VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 105K | $16M | 2.5% | ±0% |
§ 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 $660 million in assets. The fund runs a portfolio of 131 positions.
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