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PIFP

Partners in Financial Planning Portfolio holdings

AUM $603M
1-Year Est. Return 12.72%
This Fund
S&P 500
This Quarter Est. Return
+6.65%
1 Year Est. Return
+12.72%
3 Year Est. Return
+31.56%
5 Year Est. Return
+23.25%
10 Year Est. Return
–
AUM
$542M
AUM Growth
+$44.7M
Cap. Flow
+$13.5M
Cap. Flow %
2.48%
Top 10 Hldgs %
69.98%
Holding
109
New
8
Increased
45
Reduced
19
Closed
2

Top Buys

Rank Stock Value
1
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.79M
2
BND icon
Vanguard Total Bond Market
BND
+$2.51M
3
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.38M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.53M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.31M

Top Sells

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.14M
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$1M
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$625K
4
FERG icon
Ferguson
FERG
+$466K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$303K

Sector Composition

Rank Sector Weight
1 Industrials 1.02%
2 Consumer Discretionary 0.71%
3 Healthcare 0.62%
4 Energy 0.61%
5 Technology 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
51
Berkshire Hathaway Class B
BRK.B
$1.13T
$811K 0.15%
1,669
– –
IWD icon
52
iShares Russell 1000 Value ETF
IWD
$83.9B
$806K 0.15%
4,151
+1
+0% +$185
DFAX icon
53
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.4B
$798K 0.15%
27,171
+251
+0.9% +$6.91K
TPL icon
54
Texas Pacific Land
TPL
$23.5B
$754K 0.14%
2,142
– –
DFAC icon
55
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
$753K 0.14%
21,001
+316
+2% +$10.5K
IEFA icon
56
iShares Core MSCI EAFE ETF
IEFA
$196B
$742K 0.14%
8,893
+116
+1% +$9.21K
GE icon
57
GE Aerospace
GE
$384B
$658K 0.12%
2,556
-1,222
-32% -$268K
PG icon
58
Procter & Gamble
PG
$339B
$641K 0.12%
4,023
+6
+0.1% +$979
TFC icon
59
Truist Financial
TFC
$64B
$637K 0.12%
14,808
– –
HES
60
DELISTED
Hess
HES
$623K 0.11%
4,496
– –
WMT icon
61
Walmart Inc
WMT
$890B
$609K 0.11%
6,231
– –
SPY icon
62
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$568K 0.1%
919
+2
+0.2% +$1.14K
NKE icon
63
Nike
NKE
$61.9B
$567K 0.1%
7,976
– –
AGG icon
64
iShares Core US Aggregate Bond ETF
AGG
$138B
$563K 0.1%
5,671
+15
+0.3% +$1.47K
LOW icon
65
Lowe's Companies
LOW
$125B
$521K 0.1%
2,349
+1
+0% +$223
CSX icon
66
CSX Corp
CSX
$93.1B
$516K 0.1%
15,816
– –
UDR icon
67
UDR
UDR
$12.3B
$505K 0.09%
12,368
– –
GEV icon
68
GE Vernova
GEV
$264B
$489K 0.09%
924
-12
-1% -$5K
IWP icon
69
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$472K 0.09%
3,403
– –
MCD icon
70
McDonald's
MCD
$195B
$471K 0.09%
1,612
– –
PM icon
71
Philip Morris
PM
$295B
$458K 0.08%
2,515
– –
GOOG icon
72
Alphabet (Google) Class C
GOOG
$4.32T
$458K 0.08%
2,580
– –
META icon
73
Meta Platforms (Facebook)
META
$1.51T
$455K 0.08%
617
– –
NKSH icon
74
National Bankshares
NKSH
$268M
$435K 0.08%
16,011
+1,431
+10% +$37.2K
GOOGL icon
75
Alphabet (Google) Class A
GOOGL
$4.33T
$432K 0.08%
2,449
+16
+0.7% +$2.62K
1 2
3
4 5

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Partners in Financial Planning's Q2 2025 Portfolio in Review

As of Q2 2025, Partners in Financial Planning held 109 positions worth $542M, up 9% from $498M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Partners in Financial Planning's Q2 2025 filing shows 8 new, 45 increased, 19 reduced and 2 closed positions. Its largest new stake was Tesla: 3,061 shares worth $972K. The largest sale was Vanguard FTSE Developed Markets ETF, an estimated $2.14M.

By sector, the portfolio is most concentrated in Industrials at 1% of assets, down from 1% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Partners in Financial Planning's largest Q2 2025 buy was Tesla: 3,061 shares worth $972K.
  • Partners in Financial Planning added most to State Street SPDR Portfolio Developed World ex-US ETF in Q2 2025, an estimated $2.79M increase.
  • Partners in Financial Planning's biggest Q2 2025 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $2.14M.
  • Partners in Financial Planning fully exited UnitedHealth in Q2 2025, selling an estimated $220K.
  • Partners in Financial Planning's ten largest holdings make up 70% of its $542M portfolio in Q2 2025.
  • Partners in Financial Planning opened 8 new positions and closed 2 in Q2 2025.
  • Partners in Financial Planning's portfolio value rose 9% quarter-over-quarter to $542M.

Based on Partners in Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.