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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
DFIC icon
51
Dimensional International Core Equity 2 ETF
DFIC
$15B
$410K 0.3%
10,992
+32
+0.3% +$1.2K
ABBV icon
52
AbbVie
ABBV
$435B
$403K 0.3%
1,603
– –
ORCL icon
53
Oracle
ORCL
$416B
$399K 0.3%
+2,720
New +$493K
AVDV icon
54
Avantis International Small Cap Value ETF
AVDV
$19.5B
$371K 0.28%
3,605
– –
VCSH icon
55
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$365K 0.27%
4,621
+14
+0.3% +$1.11K
IWY icon
56
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$332K 0.25%
1,142
– –
VNQ icon
57
Vanguard Real Estate ETF
VNQ
$39.2B
$311K 0.23%
3,226
+1
+0% +$96
GXO icon
58
GXO Logistics
GXO
$5.48B
$307K 0.23%
6,055
– –
AVIV icon
59
Avantis International Large Cap Value ETF
AVIV
$2.03B
$303K 0.23%
3,920
– –
MSFT icon
60
Microsoft
MSFT
$3.62T
$283K 0.21%
759
+20
+3% +$8.09K
AMD icon
61
Advanced Micro Devices
AMD
$786B
$282K 0.21%
+485
New +$199K
IJS icon
62
iShares S&P Small-Cap 600 Value ETF
IJS
$8.32B
$279K 0.21%
2,042
-72
-3% -$9.29K
TSLA icon
63
Tesla
TSLA
$1.27T
$277K 0.21%
658
-2,144
-77% -$853K
JPM icon
64
JPMorgan Chase
JPM
$955B
$252K 0.19%
769
-393
-34% -$122K
PLTR icon
65
Palantir
PLTR
$381B
$250K 0.19%
2,143
+95
+5% +$13K
AAPL icon
66
Apple
AAPL
$4.54T
$248K 0.18%
858
– –
ISTB icon
67
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
$240K 0.18%
4,979
– –
CAT icon
68
Caterpillar
CAT
$401B
$229K 0.17%
+215
New +$189K
DFIV icon
69
Dimensional International Value ETF
DFIV
$21.5B
$206K 0.15%
3,811
– –
VUG icon
70
Vanguard Morningstar Growth ETF
VUG
$230B
$204K 0.15%
+2,366
New +$199K
VTES icon
71
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$203K 0.15%
2,000
– –
AVES icon
72
Avantis Emerging Markets Value ETF
AVES
$1.47B
– –
-4,130
Closed -$248K
CVX icon
73
Chevron
CVX
$366B
– –
-1,839
Closed -$380K
XOM icon
74
ExxonMobil
XOM
$628B
– –
-1,234
Closed -$209K
1 2
3

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TC
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GEH
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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.