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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
+6.06%
1 Year Est. Return
+17.83%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$137M
AUM Growth
+$11.3M
Cap. Flow
+$3.78M
Cap. Flow %
2.76%
Top 10 Hldgs %
57.61%
Holding
71
New
6
Increased
24
Reduced
19
Closed
1

Top Buys

Rank Stock Value
1
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$1.36M
2
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$1.27M
3
VTES icon
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
+$264K
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$240K
5
SLV icon
iShares Silver Trust
SLV
+$217K

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$426K
2
FMUN
Fidelity Systematic Municipal Bond Index ETF
FMUN
+$191K
3
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$170K
4
PH icon
Parker-Hannifin
PH
+$131K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$74.3K

Sector Composition

Rank Sector Weight
1 Industrials 1.72%
2 Consumer Discretionary 1.02%
3 Financials 0.92%
4 Technology 0.83%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
51
Palantir
PLTR
$381B
$401K 0.29%
2,199
– –
DFIC icon
52
Dimensional International Core Equity 2 ETF
DFIC
$15B
$373K 0.27%
11,374
– –
ABBV icon
53
AbbVie
ABBV
$435B
$371K 0.27%
1,603
– –
AVDV icon
54
Avantis International Small Cap Value ETF
AVDV
$19.5B
$346K 0.25%
3,885
– –
GXO icon
55
GXO Logistics
GXO
$5.48B
$320K 0.23%
6,055
– –
MSFT icon
56
Microsoft
MSFT
$3.62T
$306K 0.22%
591
– –
VNQ icon
57
Vanguard Real Estate ETF
VNQ
$39.2B
$295K 0.22%
3,222
-436
-12% -$39.5K
VXUS icon
58
Vanguard Total International Stock ETF
VXUS
$158B
$292K 0.21%
3,974
+217
+6% +$15.4K
IJS icon
59
iShares S&P Small-Cap 600 Value ETF
IJS
$8.32B
$287K 0.21%
2,596
– –
CVX icon
60
Chevron
CVX
$366B
$285K 0.21%
1,834
+3
+0.2% +$465
VCSH icon
61
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$277K 0.2%
3,466
– –
VTES icon
62
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$265K 0.19%
+2,603
New +$264K
AVIV icon
63
Avantis International Large Cap Value ETF
AVIV
$2.03B
$264K 0.19%
3,920
– –
SLV icon
64
iShares Silver Trust
SLV
$29.9B
$256K 0.19%
+6,041
New +$217K
AVES icon
65
Avantis Emerging Markets Value ETF
AVES
$1.47B
$237K 0.17%
4,130
– –
AAPL icon
66
Apple
AAPL
$4.54T
$218K 0.16%
+858
New +$194K
AGG icon
67
iShares Core US Aggregate Bond ETF
AGG
$138B
$214K 0.16%
2,135
+11
+0.5% +$1.09K
IBM icon
68
IBM
IBM
$222B
$210K 0.15%
745
-70
-9% -$18.3K
IWB icon
69
iShares Russell 1000 ETF
IWB
$49.8B
$210K 0.15%
+574
New +$202K
BRK.B icon
70
Berkshire Hathaway Class B
BRK.B
$1.12T
$206K 0.15%
+410
New +$199K
EMB icon
71
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
– –
-4,596
Closed -$426K
1 2
3

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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
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SA
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EC
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UOP
University of Pittsburgh Pittsburgh, Pennsylvania $135M AUM 29.36% 1-Year Est. Return

Life Planning Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Life Planning Partners held 71 positions worth $137M, up 9% from $126M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Life Planning Partners's Q3 2025 filing shows 6 new, 24 increased, 19 reduced and 1 closed positions. Its largest new stake was Avantis Core Fixed Income ETF: 30,422 shares worth $1.28M. The largest sale was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $426K.

By sector, the portfolio is most concentrated in Industrials at 1.7% of assets, down from 1.9% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Life Planning Partners's largest Q3 2025 buy was Avantis Core Fixed Income ETF: 30,422 shares worth $1.28M.
  • Life Planning Partners added most to Global X 1-3 Month T-Bill ETF in Q3 2025, an estimated $1.36M increase.
  • Life Planning Partners's biggest Q3 2025 reduction was Fidelity Systematic Municipal Bond Index ETF, cutting an estimated $191K.
  • Life Planning Partners fully exited iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2025, selling an estimated $426K.
  • Life Planning Partners's ten largest holdings make up 58% of its $137M portfolio in Q3 2025.
  • Life Planning Partners opened 6 new positions and closed 1 in Q3 2025.
  • Life Planning Partners's portfolio value rose 9% quarter-over-quarter to $137M.

Based on Life Planning Partners's 13F filing for Q3 2025, filed 24 Oct 2025.