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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
+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
JPM icon
51
JPMorgan Chase
JPM
$955B
$337K 0.27%
1,162
+100
+9% +$25.5K
VNQ icon
52
Vanguard Real Estate ETF
VNQ
$39.2B
$326K 0.26%
3,658
+339
+10% +$29.9K
AVDV icon
53
Avantis International Small Cap Value ETF
AVDV
$19.5B
$308K 0.25%
3,885
– –
PLTR icon
54
Palantir
PLTR
$381B
$300K 0.24%
+2,199
New +$258K
ABBV icon
55
AbbVie
ABBV
$435B
$298K 0.24%
1,603
– –
GXO icon
56
GXO Logistics
GXO
$5.48B
$295K 0.23%
6,055
– –
MSFT icon
57
Microsoft
MSFT
$3.62T
$294K 0.23%
591
– –
VCSH icon
58
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$276K 0.22%
3,466
-172
-5% -$13.5K
CVX icon
59
Chevron
CVX
$366B
$262K 0.21%
1,831
+337
+23% +$47.5K
VXUS icon
60
Vanguard Total International Stock ETF
VXUS
$158B
$260K 0.21%
+3,757
New +$244K
IJS icon
61
iShares S&P Small-Cap 600 Value ETF
IJS
$8.32B
$258K 0.21%
2,596
– –
AVIV icon
62
Avantis International Large Cap Value ETF
AVIV
$2.03B
$244K 0.19%
3,920
– –
IBM icon
63
IBM
IBM
$222B
$240K 0.19%
+815
New +$210K
AVES icon
64
Avantis Emerging Markets Value ETF
AVES
$1.47B
$221K 0.18%
+4,130
New +$205K
AGG icon
65
iShares Core US Aggregate Bond ETF
AGG
$138B
$211K 0.17%
2,124
+4
+0.2% +$392
BRK.B icon
66
Berkshire Hathaway Class B
BRK.B
$1.12T
– –
-479
Closed -$255K
FNF icon
67
Fidelity National Financial
FNF
$13.8B
– –
-3,335
Closed -$217K
1 2
3

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SG
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JAA
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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
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SA
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EC
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UOP
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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.