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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
-0.4%
1 Year Est. Return
+17.83%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$131M
AUM Growth
+$458K
Cap. Flow
+$1.45M
Cap. Flow %
1.1%
Top 10 Hldgs %
57.65%
Holding
69
New
3
Increased
23
Reduced
20
Closed
1

Top Buys

Rank Stock Value
1
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$243K
2
MUB icon
iShares National Muni Bond ETF
MUB
+$226K
3
DFIV icon
Dimensional International Value ETF
DFIV
+$202K
4
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$201K
5
AVRE icon
Avantis Real Estate ETF
AVRE
+$181K

Top Sells

Rank Stock Value
1
PH icon
Parker-Hannifin
PH
+$240K
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$200K
3
FMUN
Fidelity Systematic Municipal Bond Index ETF
FMUN
+$148K
4
JPM icon
JPMorgan Chase
JPM
+$61.9K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$57K

Sector Composition

Rank Sector Weight
1 Industrials 1.92%
2 Consumer Discretionary 0.8%
3 Technology 0.6%
4 Financials 0.55%
5 Energy 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCSH icon
51
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$365K 0.28%
4,607
-121
-3% -$9.64K
AVDV icon
52
Avantis International Small Cap Value ETF
AVDV
$19B
$360K 0.27%
3,605
– –
AGG icon
53
iShares Core US Aggregate Bond ETF
AGG
$137B
$353K 0.27%
3,556
+157
+5% +$15.7K
ABBV icon
54
AbbVie
ABBV
$443B
$349K 0.27%
1,603
– –
JPM icon
55
JPMorgan Chase
JPM
$935B
$342K 0.26%
1,162
-204
-15% -$61.9K
GXO icon
56
GXO Logistics
GXO
$5.77B
$314K 0.24%
6,055
– –
PLTR icon
57
Palantir
PLTR
$295B
$300K 0.23%
2,048
-4
-0.2% -$612
AVIV icon
58
Avantis International Large Cap Value ETF
AVIV
$2B
$293K 0.22%
3,920
– –
VNQ icon
59
Vanguard Real Estate ETF
VNQ
$39.2B
$286K 0.22%
3,225
+2
+0.1% +$183
IWY icon
60
iShares Russell Top 200 Growth ETF
IWY
$15.9B
$284K 0.22%
1,142
– –
MSFT icon
61
Microsoft
MSFT
$3.45T
$273K 0.21%
739
+213
+40% +$89.1K
IJS icon
62
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$250K 0.19%
2,114
– –
AVES icon
63
Avantis Emerging Markets Value ETF
AVES
$1.41B
$248K 0.19%
4,130
– –
ISTB icon
64
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
$241K 0.18%
+4,979
New +$243K
AAPL icon
65
Apple
AAPL
$4.54T
$218K 0.17%
858
– –
XOM icon
66
ExxonMobil
XOM
$644B
$209K 0.16%
+1,234
New +$180K
VTES icon
67
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$202K 0.15%
2,000
– –
DFIV icon
68
Dimensional International Value ETF
DFIV
$21.3B
$201K 0.15%
+3,811
New +$202K
VUG icon
69
Vanguard Morningstar Growth ETF
VUG
$220B
– –
-2,460
Closed -$200K
1 2
3

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TC
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Life Planning Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Life Planning Partners held 69 positions worth $131M, up 0.35% from $131M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Life Planning Partners's Q1 2026 filing shows 3 new, 23 increased, 20 reduced and 1 closed positions. Its largest new stake was iShares Core 1-5 Year USD Bond ETF: 4,979 shares worth $241K. The largest sale was Parker-Hannifin, an estimated $240K.

By sector, the portfolio is most concentrated in Industrials at 1.9% of assets, up from 1.8% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Life Planning Partners's largest Q1 2026 buy was iShares Core 1-5 Year USD Bond ETF: 4,979 shares worth $241K.
  • Life Planning Partners added most to iShares National Muni Bond ETF in Q1 2026, an estimated $226K increase.
  • Life Planning Partners's biggest Q1 2026 reduction was Parker-Hannifin, cutting an estimated $240K.
  • Life Planning Partners fully exited Vanguard Morningstar Growth ETF in Q1 2026, selling an estimated $200K.
  • Life Planning Partners's ten largest holdings make up 58% of its $131M portfolio in Q1 2026.
  • Life Planning Partners opened 3 new positions and closed 1 in Q1 2026.
  • Life Planning Partners's portfolio value rose 0.35% quarter-over-quarter to $131M.

Based on Life Planning Partners's 13F filing for Q1 2026, filed 29 Apr 2026.