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LPP

Life Planning Partners Portfolio holdings

AUM $135M
1-Year Est. Return 17.83%
This Fund
S&P 500
This Quarter Est. Return
+9.67%
1 Year Est. Return
+17.83%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$135M
AUM Growth
+$3.53M
Cap. Flow
-$7.84M
Cap. Flow %
-5.83%
Top 10 Hldgs %
57.87%
Holding
74
New
6
Increased
10
Reduced
38
Closed
3

Top Buys

Rank Stock Value
1
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$837K
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$837K
3
ORCL icon
Oracle
ORCL
+$493K
4
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$199K
5
AMD icon
Advanced Micro Devices
AMD
+$199K

Top Sells

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.35M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$881K
3
TSLA icon
Tesla
TSLA
+$853K
4
AVDE icon
Avantis International Equity ETF
AVDE
+$629K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$580K

Sector Composition

Rank Sector Weight
1 Industrials 2.15%
2 Technology 1.09%
3 Communication Services 0.61%
4 Financials 0.51%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$97.3B
$26.6M 19.74%
161,686
-14,823
-8% -$2.35M
IEFA icon
2
iShares Core MSCI EAFE ETF
IEFA
$194B
$10.6M 7.88%
109,808
-9,177
-8% -$881K
VTI icon
3
Vanguard Morningstar Total Stock Market ETF
VTI
$681B
$8.53M 6.34%
23,054
-551
-2% -$197K
IEMG icon
4
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$6.14M 4.56%
74,126
-7,277
-9% -$580K
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$234B
$5.77M 4.28%
80,913
-7,303
-8% -$509K
SUB icon
6
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$5.37M 3.99%
50,465
-4,117
-8% -$438K
MUB icon
7
iShares National Muni Bond ETF
MUB
$45.4B
$4.5M 3.35%
41,843
-336
-0.8% -$35.9K
CLIP icon
8
Global X 1-3 Month T-Bill ETF
CLIP
$2.58B
$3.67M 2.73%
36,541
+993
+3% +$99.5K
SPDW icon
9
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.3B
$3.41M 2.54%
67,750
– –
IUSB icon
10
iShares Core Universal USD Bond ETF
IUSB
$43.2B
$3.31M 2.46%
71,639
-9,759
-12% -$450K
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$2.78M 2.07%
46,606
-3,579
-7% -$210K
IUSV icon
12
iShares Core S&P US Value ETF
IUSV
$27.6B
$2.7M 2.01%
24,491
– –
DFUS
13
Dimensional US Equity ETF
DFUS
$21.5B
$2.61M 1.94%
31,872
-1,821
-5% -$144K
SLQD icon
14
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$2.56M 1.9%
50,869
+1,019
+2% +$51.3K
AVUS icon
15
Avantis US Equity ETF
AVUS
$14.4B
$2.48M 1.84%
19,373
-1,626
-8% -$200K
VCIT icon
16
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$2.16M 1.61%
26,140
-1,108
-4% -$91.6K
VB icon
17
Vanguard Morningstar Small-Cap ETF
VB
$81.6B
$2.07M 1.54%
6,829
-1,906
-22% -$546K
DFAI
18
Dimensional International Core Equity Market ETF
DFAI
$17.8B
$1.99M 1.48%
48,146
-3,602
-7% -$148K
FMUN
19
Fidelity Systematic Municipal Bond Index ETF
FMUN
$179M
$1.94M 1.44%
38,530
-6,238
-14% -$313K
AVRE icon
20
Avantis Real Estate ETF
AVRE
$877M
$1.82M 1.35%
38,336
-1,089
-3% -$51.4K
DFAX icon
21
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.3B
$1.57M 1.17%
42,736
-3,571
-8% -$131K
BIV icon
22
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$1.47M 1.1%
19,219
-1,644
-8% -$126K
AVDE icon
23
Avantis International Equity ETF
AVDE
$18.5B
$1.36M 1.01%
15,250
-7,015
-32% -$629K
VV icon
24
Vanguard Morningstar Large-Cap ETF
VV
$54.1B
$1.35M 1%
3,929
-1,215
-24% -$405K
AVIG icon
25
Avantis Core Fixed Income ETF
AVIG
$1.97B
$1.32M 0.98%
31,799
-292
-0.9% -$12.1K
1
2 3

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JAA
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TC
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SA
Seneschal Advisors Tacoma, Washington $135M AUM 13.18% 1-Year Est. Return
GEH
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SA
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UOP
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Life Planning Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Life Planning Partners held 74 positions worth $135M, up 2.7% from $131M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Life Planning Partners withdrew a net $7.84M in Q2 2026, closing 3 positions and reducing 38 holdings. Its most notable exit was Chevron, an estimated $380K position sold in full.

By sector, the portfolio is most concentrated in Industrials at 2.2% of assets, up from 1.9% a quarter earlier, followed by Technology and Communication Services.

Against the trend, Life Planning Partners opened a new position in Vanguard Total International Stock ETF worth $855K.

  • Life Planning Partners's largest Q2 2026 buy was Vanguard Total International Stock ETF: 9,997 shares worth $855K.
  • Life Planning Partners added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2026, an estimated $163K increase.
  • Life Planning Partners's biggest Q2 2026 reduction was iShares Core S&P Total US Stock Market ETF, cutting an estimated $2.35M.
  • Life Planning Partners fully exited Chevron in Q2 2026, selling an estimated $380K.
  • Life Planning Partners's ten largest holdings make up 58% of its $135M portfolio in Q2 2026.
  • Life Planning Partners opened 6 new positions and closed 3 in Q2 2026.
  • Life Planning Partners's portfolio value rose 2.7% quarter-over-quarter to $135M.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.