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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%

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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.