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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
+4.93%
1 Year Est. Return
+12.72%
3 Year Est. Return
+31.56%
5 Year Est. Return
+23.25%
10 Year Est. Return
–
AUM
$578M
AUM Growth
+$36.2M
Cap. Flow
+$10.2M
Cap. Flow %
1.76%
Top 10 Hldgs %
69.61%
Holding
116
New
9
Increased
46
Reduced
30
Closed
1

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$4.83M
2
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.76M
3
CVX icon
Chevron
CVX
+$853K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$714K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$695K

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$1.46M
2
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$645K
3
HES
Hess
HES
+$623K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$206K
5
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$159K

Sector Composition

Rank Sector Weight
1 Industrials 1.15%
2 Consumer Discretionary 0.74%
3 Technology 0.7%
4 Energy 0.62%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EW icon
51
Edwards Lifesciences
EW
$51.7B
$901K 0.16%
11,584
– –
IWD icon
52
iShares Russell 1000 Value ETF
IWD
$83.9B
$845K 0.15%
4,153
+2
+0% +$398
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.13T
$839K 0.15%
1,669
– –
DFAC icon
54
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
$804K 0.14%
20,844
-157
-0.7% -$5.86K
GE icon
55
GE Aerospace
GE
$384B
$777K 0.13%
2,584
+28
+1% +$7.65K
IEFA icon
56
iShares Core MSCI EAFE ETF
IEFA
$196B
$776K 0.13%
8,893
– –
DFAX icon
57
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.4B
$776K 0.13%
24,729
-2,442
-9% -$74.2K
TFC icon
58
Truist Financial
TFC
$64B
$677K 0.12%
14,808
– –
TPL icon
59
Texas Pacific Land
TPL
$23.5B
$667K 0.12%
2,142
– –
PM icon
60
Philip Morris
PM
$295B
$660K 0.11%
4,066
+1,551
+62% +$261K
WMT icon
61
Walmart Inc
WMT
$890B
$642K 0.11%
6,231
– –
NKSH icon
62
National Bankshares
NKSH
$268M
$631K 0.11%
21,431
+5,420
+34% +$160K
GOOG icon
63
Alphabet (Google) Class C
GOOG
$4.32T
$629K 0.11%
2,581
+1
+0% +$210
PG icon
64
Procter & Gamble
PG
$339B
$619K 0.11%
4,030
+7
+0.2% +$1.09K
SPY icon
65
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$613K 0.11%
920
+1
+0.1% +$641
LOW icon
66
Lowe's Companies
LOW
$125B
$590K 0.1%
2,350
+1
+0% +$246
GEV icon
67
GE Vernova
GEV
$264B
$572K 0.1%
930
+6
+0.6% +$3.63K
AGG icon
68
iShares Core US Aggregate Bond ETF
AGG
$138B
$570K 0.1%
5,687
+16
+0.3% +$1.59K
CSX icon
69
CSX Corp
CSX
$93.1B
$562K 0.1%
15,816
– –
GOOGL icon
70
Alphabet (Google) Class A
GOOGL
$4.33T
$559K 0.1%
2,299
-150
-6% -$31.4K
NKE icon
71
Nike
NKE
$61.9B
$556K 0.1%
7,976
– –
MCD icon
72
McDonald's
MCD
$195B
$490K 0.08%
1,612
– –
IWP icon
73
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$485K 0.08%
3,404
+1
+0% +$141
JNJ icon
74
Johnson & Johnson
JNJ
$625B
$480K 0.08%
2,590
-100
-4% -$17.1K
DFAE icon
75
Dimensional Emerging Core Equity Market ETF
DFAE
$9.7B
$462K 0.08%
14,655
+106
+0.7% +$3.19K
1 2
3
4 5

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CIG
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NPCM
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OCAM
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JHCP
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TCM
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Partners in Financial Planning's Q3 2025 Portfolio in Review

As of Q3 2025, Partners in Financial Planning held 116 positions worth $578M, up 6.7% from $542M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Partners in Financial Planning's Q3 2025 filing shows 9 new, 46 increased, 30 reduced and 1 closed positions. Its largest new stake was Vanguard 0-3 Month Treasury Bill ETF: 3,553 shares worth $269K. The largest sale was Vanguard Morningstar Growth ETF, an estimated $1.46M.

By sector, the portfolio is most concentrated in Industrials at 1.2% of assets, up from 1% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Partners in Financial Planning's largest Q3 2025 buy was Vanguard 0-3 Month Treasury Bill ETF: 3,553 shares worth $269K.
  • Partners in Financial Planning added most to Vanguard Total Bond Market in Q3 2025, an estimated $4.83M increase.
  • Partners in Financial Planning's biggest Q3 2025 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $1.46M.
  • Partners in Financial Planning fully exited Hess in Q3 2025, selling an estimated $623K.
  • Partners in Financial Planning's ten largest holdings make up 70% of its $578M portfolio in Q3 2025.
  • Partners in Financial Planning opened 9 new positions and closed 1 in Q3 2025.
  • Partners in Financial Planning's portfolio value rose 6.7% quarter-over-quarter to $578M.

Based on Partners in Financial Planning's 13F filing for Q3 2025, filed 10 Nov 2025.