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PIFP

Partners in Financial Planning Portfolio holdings

AUM $660M
1-Year Est. Return 15.1%
This Fund
S&P 500
This Quarter Est. Return
+8.9%
1 Year Est. Return
+15.1%
3 Year Est. Return
+38.92%
5 Year Est. Return
+28.09%
10 Year Est. Return
–
AUM
$660M
AUM Growth
+$56.6M
Cap. Flow
+$7.36M
Cap. Flow %
1.12%
Top 10 Hldgs %
68.63%
Holding
133
New
11
Increased
53
Reduced
29
Closed
2

Top Buys

Rank Stock Value
1
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.49M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.52M
3
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.29M
4
BND icon
Vanguard Total Bond Market
BND
+$1.21M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$906K

Top Sells

Rank Stock Value
1
VTV icon
Vanguard Morningstar Value ETF
VTV
+$1.59M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.23M
3
VBR icon
Vanguard Morningstar Small-Cap Value ETF
VBR
+$532K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$285K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$211K

Sector Composition

Rank Sector Weight
1 Industrials 1.26%
2 Technology 0.85%
3 Energy 0.64%
4 Healthcare 0.61%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BND icon
1
Vanguard Total Bond Market
BND
$161B
$78M 11.83%
1,063,064
+16,492
+2% +$1.21M
VUG icon
2
Vanguard Morningstar Growth ETF
VUG
$230B
$71.1M 10.77%
824,863
+6,787
+0.8% +$571K
VTV icon
3
Vanguard Morningstar Value ETF
VTV
$192B
$65.3M 9.9%
299,573
-7,615
-2% -$1.59M
BNDX icon
4
Vanguard Total International Bond ETF
BNDX
$82.8B
$62.4M 9.46%
1,288,435
+51,846
+4% +$2.49M
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$236B
$55M 8.34%
771,756
-17,718
-2% -$1.23M
BSV icon
6
Vanguard Short-Term Bond ETF
BSV
$45.6B
$38.1M 5.78%
488,983
+11,609
+2% +$906K
VBK icon
7
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$24.2M 3.67%
66,268
-567
-0.8% -$193K
VBR icon
8
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$24.2M 3.67%
99,603
-2,286
-2% -$532K
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$18.1M 2.74%
302,899
-2,962
-1% -$174K
VSS icon
10
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$16.2M 2.46%
105,235
-493
-0.5% -$77.3K
VNQ icon
11
Vanguard Real Estate ETF
VNQ
$38.6B
$15.6M 2.36%
161,235
+3,713
+2% +$355K
SPDW icon
12
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.4B
$14.7M 2.22%
291,107
+1,132
+0.4% +$56.1K
VTEB icon
13
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$13.3M 2.01%
262,359
+25,754
+11% +$1.29M
VTI icon
14
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$13.2M 2%
35,649
+548
+2% +$196K
SUB icon
15
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$11.7M 1.78%
110,184
+7,983
+8% +$850K
VCIT icon
16
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$8.34M 1.26%
100,930
+3,556
+4% +$294K
VOO icon
17
Vanguard S&P 500 ETF
VOO
$1.03T
$7.51M 1.14%
10,928
+9
+0.1% +$6K
MUB icon
18
iShares National Muni Bond ETF
MUB
$45.8B
$6.87M 1.04%
63,857
-490
-0.8% -$52.4K
SPYG icon
19
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
$4.93M 0.75%
41,432
-1,395
-3% -$159K
VO icon
20
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$4.55M 0.69%
56,442
+122
+0.2% +$9.46K
SPYV icon
21
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$4.29M 0.65%
70,630
+472
+0.7% +$28.2K
SCZ icon
22
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$4.23M 0.64%
51,454
+1,603
+3% +$134K
VXF icon
23
Vanguard Extended Market ETF
VXF
$31.8B
$3.84M 0.58%
15,612
-359
-2% -$82.3K
SPEM icon
24
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$3.71M 0.56%
71,590
+329
+0.5% +$16.8K
SLYV icon
25
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.04B
$3.46M 0.52%
31,729
+8
+0% +$824
1
2 3 4 5

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PIM
Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
FM
Freemont Management Vaud, Switzerland $661M AUM 60.48% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
FAM
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CG
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Partners in Financial Planning's Q2 2026 Portfolio in Review

As of Q2 2026, Partners in Financial Planning held 133 positions worth $660M, up 9.4% from $603M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Partners in Financial Planning's Q2 2026 filing shows 11 new, 53 increased, 29 reduced and 2 closed positions. Its largest new stake was Invesco S&P 500 Equal Weight ETF: 2,425 shares worth $516K. The largest sale was Vanguard Morningstar Value ETF, an estimated $1.59M.

By sector, the portfolio is most concentrated in Industrials at 1.3% of assets, up from 1.2% a quarter earlier, followed by Technology and Energy.

  • Partners in Financial Planning's largest Q2 2026 buy was Invesco S&P 500 Equal Weight ETF: 2,425 shares worth $516K.
  • Partners in Financial Planning added most to Vanguard Total International Bond ETF in Q2 2026, an estimated $2.49M increase.
  • Partners in Financial Planning's biggest Q2 2026 reduction was Vanguard Morningstar Value ETF, cutting an estimated $1.59M.
  • Partners in Financial Planning fully exited Vanguard Intermediate-Term Treasury ETF in Q2 2026, selling an estimated $211K.
  • Partners in Financial Planning's ten largest holdings make up 69% of its $660M portfolio in Q2 2026.
  • Partners in Financial Planning opened 11 new positions and closed 2 in Q2 2026.
  • Partners in Financial Planning's portfolio value rose 9.4% quarter-over-quarter to $660M.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.