§ 13F · FUND PROFILE
Partners in Financial Planning.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $578M (13F)Positions · 115Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M 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 MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 1.05M | $77M | 12.8% | +6% |
| 2 | VTV | VANGUARD INDEX FDS | 307K | $60M | 10.0% | +1% |
| 3 | VUG | VANGUARD INDEX FDS | 136K | $60M | 9.9% | +2% |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 1.24M | $59M | 9.9% | +6% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 789K | $51M | 8.4% | +2% |
| 6 | BSV | VANGUARD BD INDEX FDS | 477K | $37M | 6.2% | +3% |
| 7 | VBR | VANGUARD INDEX FDS | 102K | $22M | 3.7% | ±0% |
| 8 | VBK | VANGUARD INDEX FDS | 67K | $20M | 3.4% | +1% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 306K | $17M | 2.7% | ±0% |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | 106K | $15M | 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 $578 million in assets. The fund runs a portfolio of 115 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