We are live on ! Find out more
LPP

Life Planning Partners Portfolio holdings

AUM $135M
1-Year Est. Return 17.83%
This Fund
S&P 500
This Quarter Est. Return
+8.08%
1 Year Est. Return
+17.83%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$126M
AUM Growth
+$15.2M
Cap. Flow
+$6.3M
Cap. Flow %
5.01%
Top 10 Hldgs %
59.24%
Holding
67
New
6
Increased
27
Reduced
19
Closed
2

Top Buys

Rank Stock Value
1
FMUN
Fidelity Systematic Municipal Bond Index ETF
FMUN
+$2.79M
2
AVUS icon
Avantis US Equity ETF
AVUS
+$1.29M
3
PH icon
Parker-Hannifin
PH
+$1.12M
4
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$377K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$302K

Top Sells

Rank Stock Value
1
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$459K
2
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$309K
3
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$291K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$255K
5
FNF icon
Fidelity National Financial
FNF
+$217K

Sector Composition

Rank Sector Weight
1 Industrials 1.86%
2 Consumer Discretionary 0.8%
3 Financials 0.72%
4 Technology 0.66%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVRE icon
26
Avantis Real Estate ETF
AVRE
$877M
$1.29M 1.03%
29,186
+1,150
+4% +$49.8K
PH icon
27
Parker-Hannifin
PH
$126B
$1.23M 0.98%
+1,765
New +$1.12M
VSS icon
28
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.7B
$1.16M 0.92%
8,631
-2,506
-23% -$309K
BND icon
29
Vanguard Total Bond Market
BND
$158B
$1.15M 0.92%
15,631
-244
-2% -$17.7K
FREL icon
30
Fidelity MSCI Real Estate Index ETF
FREL
$1.5B
$1.14M 0.91%
42,277
-598
-1% -$16K
VEU icon
31
Vanguard FTSE All-World ex-US ETF
VEU
$68B
$1.02M 0.82%
15,245
+5
+0% +$317
IVV icon
32
iShares Core S&P 500 ETF
IVV
$898B
$1.01M 0.81%
1,630
+1
+0.1% +$574
TSLA icon
33
Tesla
TSLA
$1.27T
$999K 0.8%
3,145
+56
+2% +$16.9K
LQD icon
34
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$882K 0.7%
8,046
-904
-10% -$97K
XPO icon
35
XPO
XPO
$23.4B
$806K 0.64%
6,385
– –
VUSB icon
36
Vanguard Ultra-Short Bond ETF
VUSB
$8.92B
$697K 0.55%
13,976
-385
-3% -$19.1K
VBR icon
37
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$687K 0.55%
3,525
-70
-2% -$13K
VNQI icon
38
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
$664K 0.53%
14,383
-450
-3% -$19.4K
VTV icon
39
Vanguard Morningstar Value ETF
VTV
$191B
$658K 0.52%
3,724
+331
+10% +$55.9K
BAC icon
40
Bank of America
BAC
$442B
$573K 0.46%
12,114
-630
-5% -$26.5K
BSV icon
41
Vanguard Short-Term Bond ETF
BSV
$44.6B
$540K 0.43%
6,861
-327
-5% -$25.6K
SPEM icon
42
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$486K 0.39%
11,373
+120
+1% +$4.84K
CMF icon
43
iShares California Muni Bond ETF
CMF
$4.61B
$465K 0.37%
8,337
– –
SCHC icon
44
Schwab International Small-Cap Equity ETF
SCHC
$5.59B
$440K 0.35%
10,338
-600
-5% -$23.2K
VGK icon
45
Vanguard FTSE Europe ETF
VGK
$31.1B
$437K 0.35%
5,637
– –
EMB icon
46
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
$426K 0.34%
4,596
-1,132
-20% -$102K
IWY icon
47
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$414K 0.33%
1,679
– –
DFNM icon
48
Dimensional National Municipal Bond ETF
DFNM
$2.24B
$373K 0.3%
7,871
+2,671
+51% +$126K
EWX icon
49
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$684M
$372K 0.3%
6,000
– –
DFIC icon
50
Dimensional International Core Equity 2 ETF
DFIC
$15B
$354K 0.28%
11,374
+646
+6% +$18.9K
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
University of Pittsburgh Pittsburgh, Pennsylvania $135M AUM 29.36% 1-Year Est. Return

Life Planning Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Life Planning Partners held 67 positions worth $126M, up 14% from $110M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Life Planning Partners deployed $6.3M of net new capital in Q2 2025, opening 6 new positions and adding to 27 existing holdings. Its largest new stake was Fidelity Systematic Municipal Bond Index ETF: 57,504 shares worth $2.8M.

By sector, the portfolio is most concentrated in Industrials at 1.9% of assets, up from 0.84% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was iShares Short-Term National Muni Bond ETF, an estimated $459K trimmed.

  • Life Planning Partners's largest Q2 2025 buy was Fidelity Systematic Municipal Bond Index ETF: 57,504 shares worth $2.8M.
  • Life Planning Partners added most to Avantis US Equity ETF in Q2 2025, an estimated $1.29M increase.
  • Life Planning Partners's biggest Q2 2025 reduction was iShares Short-Term National Muni Bond ETF, cutting an estimated $459K.
  • Life Planning Partners fully exited Berkshire Hathaway Class B in Q2 2025, selling an estimated $255K.
  • Life Planning Partners's ten largest holdings make up 59% of its $126M portfolio in Q2 2025.
  • Life Planning Partners opened 6 new positions and closed 2 in Q2 2025.
  • Life Planning Partners's portfolio value rose 14% quarter-over-quarter to $126M.

Based on Life Planning Partners's 13F filing for Q2 2025, filed 21 Jul 2025.