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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
+6.65%
1 Year Est. Return
+15.1%
3 Year Est. Return
+38.92%
5 Year Est. Return
+28.09%
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
Avg Time Held
12.7 quarters
Top 10 Avg Time Held
13.4 quarters
Top 20 Avg Time Held
12.8 quarters

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 Miscellaneous 95.13%
2 Industrials 1.02%
3 Consumer Discretionary 0.71%
4 Healthcare 0.62%
5 Energy 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ABT icon
76
Abbott
ABT
$170B
$428K 0.08%
3,145
– –
2023 Q4
6 quarters
DFAE icon
77
Dimensional Emerging Core Equity Market ETF
DFAE
$9.97B
$421K 0.08%
+14,549
New +$390K
2025 Q2
0 quarters
JNJ icon
78
Johnson & Johnson
JNJ
$618B
$411K 0.08%
2,690
-125
-4% -$19.2K
2021 Q2
16 quarters
DFIV icon
79
Dimensional International Value ETF
DFIV
$21.4B
$409K 0.08%
9,542
+80
+0.8% +$3.26K
2021 Q3
15 quarters
CVS icon
80
CVS Health
CVS
$112B
$406K 0.07%
5,888
-18
-0.3% -$1.18K
2021 Q2
16 quarters
AVGO icon
81
Broadcom
AVGO
$1.72T
$402K 0.07%
1,457
– –
2024 Q3
3 quarters
IVW icon
82
iShares S&P 500 Growth ETF
IVW
$79.2B
$396K 0.07%
3,592
+2
+0.1% +$198
2021 Q2
16 quarters
VOT icon
83
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.3B
$392K 0.07%
1,378
– –
2021 Q2
16 quarters
IWS icon
84
iShares Russell Mid-Cap Value ETF
IWS
$15.1B
$385K 0.07%
2,910
+1
+0% +$125
2021 Q2
16 quarters
DHR icon
85
Danaher
DHR
$153B
$370K 0.07%
1,875
– –
2021 Q2
16 quarters
DFIS icon
86
Dimensional International Small Cap ETF
DFIS
$5.7B
$368K 0.07%
+12,333
New +$341K
2025 Q2
0 quarters
DFSV
87
U.S. Small Cap Value Portfolio ETF Class Shares
DFSV
$8.09B
$366K 0.07%
+12,449
New +$345K
2025 Q2
0 quarters
CAH icon
88
Cardinal Health
CAH
$55.3B
$363K 0.07%
2,163
– –
2023 Q4
6 quarters
IJH icon
89
iShares Core S&P Mid-Cap ETF
IJH
$123B
$337K 0.06%
5,435
+7
+0.1% +$411
2023 Q2
8 quarters
COF icon
90
Capital One
COF
$122B
$329K 0.06%
1,545
+34
+2% +$6.34K
2023 Q4
6 quarters
CVX icon
91
Chevron
CVX
$415B
$304K 0.06%
2,125
– –
2023 Q3
7 quarters
SCHZ icon
92
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$302K 0.06%
12,986
+132
+1% +$3.03K
2023 Q4
6 quarters
UNP icon
93
Union Pacific
UNP
$165B
$276K 0.05%
1,200
– –
2021 Q2
16 quarters
IVE icon
94
iShares S&P 500 Value ETF
IVE
$49.1B
$267K 0.05%
1,369
+4
+0.3% +$745
2021 Q2
16 quarters
EEM icon
95
iShares MSCI Emerging Markets ETF
EEM
$30.6B
$258K 0.05%
5,351
+6
+0.1% +$270
2021 Q2
16 quarters
WMB icon
96
Williams Companies
WMB
$88.5B
$254K 0.05%
4,045
– –
2024 Q3
3 quarters
CARE icon
97
Carter Bankshares
CARE
$706M
$252K 0.05%
14,547
– –
2021 Q2
16 quarters
IJR icon
98
iShares Core S&P Small-Cap ETF
IJR
$104B
$251K 0.05%
2,294
-550
-19% -$56.9K
2021 Q2
16 quarters
ABBV icon
99
AbbVie
ABBV
$481B
$244K 0.05%
1,316
– –
2024 Q1
5 quarters
STX icon
100
Seagate
STX
$176B
$231K 0.04%
+1,600
New +$166K
2025 Q2
0 quarters
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 Miscellaneous at 95% of assets, up from 95% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • 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.