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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
XPO icon
26
XPO
XPO
$23.4B
$1.31M 0.97%
6,385
– –
IVV icon
27
iShares Core S&P 500 ETF
IVV
$898B
$1.26M 0.94%
1,681
-145
-8% -$106K
VEU icon
28
Vanguard FTSE All-World ex-US ETF
VEU
$68B
$1.16M 0.86%
13,886
-897
-6% -$73.3K
VTEB icon
29
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$1.13M 0.84%
22,291
-1,677
-7% -$84.3K
LQD icon
30
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$1.11M 0.83%
10,185
+1,499
+17% +$163K
BND icon
31
Vanguard Total Bond Market
BND
$158B
$1.1M 0.82%
15,039
-638
-4% -$46.8K
FREL icon
32
Fidelity MSCI Real Estate Index ETF
FREL
$1.5B
$1.09M 0.81%
37,232
-3,660
-9% -$106K
IXUS icon
33
iShares Core MSCI Total International Stock ETF
IXUS
$59.7B
$1.06M 0.78%
11,061
-608
-5% -$57.1K
PH icon
34
Parker-Hannifin
PH
$126B
$1.05M 0.78%
1,072
– –
VUSB icon
35
Vanguard Ultra-Short Bond ETF
VUSB
$8.92B
$941K 0.7%
18,901
-694
-4% -$34.5K
VBR icon
36
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$864K 0.64%
3,557
-109
-3% -$25.4K
VXUS icon
37
Vanguard Total International Stock ETF
VXUS
$158B
$855K 0.64%
+9,997
New +$837K
VSS icon
38
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.7B
$852K 0.63%
5,522
-1,036
-16% -$163K
GOOG icon
39
Alphabet (Google) Class C
GOOG
$4.4T
$827K 0.61%
+2,341
New +$837K
VTV icon
40
Vanguard Morningstar Value ETF
VTV
$191B
$809K 0.6%
3,713
-13
-0.3% -$2.71K
CMF icon
41
iShares California Muni Bond ETF
CMF
$4.61B
$614K 0.46%
10,644
+2,307
+28% +$132K
SPEM icon
42
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$594K 0.44%
11,466
– –
BSV icon
43
Vanguard Short-Term Bond ETF
BSV
$44.6B
$525K 0.39%
6,733
-128
-2% -$9.99K
VGK icon
44
Vanguard FTSE Europe ETF
VGK
$31.1B
$499K 0.37%
5,637
– –
SCHC icon
45
Schwab International Small-Cap Equity ETF
SCHC
$5.59B
$497K 0.37%
10,338
– –
DFNM icon
46
Dimensional National Municipal Bond ETF
DFNM
$2.24B
$473K 0.35%
9,784
-286
-3% -$13.8K
EWX icon
47
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$684M
$446K 0.33%
6,000
– –
BAC icon
48
Bank of America
BAC
$442B
$429K 0.32%
7,520
-317
-4% -$16.9K
VNQI icon
49
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
$428K 0.32%
9,548
-2,518
-21% -$116K
AGG icon
50
iShares Core US Aggregate Bond ETF
AGG
$138B
$416K 0.31%
4,199
+643
+18% +$63.6K
1
2
3

Similar funds

SG
Somerset Group Wayzata, Minnesota $135M AUM 21.18% 1-Year Est. Return
JAA
Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return
TC
Tsai Capital New York $134M AUM 18.24% 1-Year Est. Return
SA
Seneschal Advisors Tacoma, Washington $135M AUM 13.18% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
SA
Spear Advisors East Hampton, New York $134M AUM
EC
Enhancing Capital Harrisburg, Pennsylvania $135M AUM 25.85% 1-Year Est. Return
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.