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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
+1.06%
1 Year Est. Return
+12.72%
3 Year Est. Return
+31.56%
5 Year Est. Return
+23.25%
10 Year Est. Return
–
AUM
$591M
AUM Growth
+$12.1M
Cap. Flow
+$6.43M
Cap. Flow %
1.09%
Top 10 Hldgs %
69.64%
Holding
119
New
4
Increased
60
Reduced
21
Closed
4

Top Buys

Rank Stock Value
1
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.3M
2
BND icon
Vanguard Total Bond Market
BND
+$1.39M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$652K
4
VTV icon
Vanguard Morningstar Value ETF
VTV
+$640K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$571K

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$2.38M
2
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$460K
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$251K
4
VOE icon
Vanguard Morningstar Mid-Cap Value ETF
VOE
+$236K
5
MO icon
Altria Group
MO
+$225K

Sector Composition

Rank Sector Weight
1 Industrials 1.12%
2 Consumer Discretionary 0.73%
3 Technology 0.71%
4 Healthcare 0.63%
5 Energy 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVS icon
76
CVS Health
CVS
$122B
$467K 0.08%
5,888
– –
UDR icon
77
UDR
UDR
$12.3B
$454K 0.08%
12,368
– –
CAH icon
78
Cardinal Health
CAH
$55.4B
$444K 0.08%
2,163
– –
IVW icon
79
iShares S&P 500 Growth ETF
IVW
$77.6B
$443K 0.08%
3,597
+2
+0.1% +$245
STX icon
80
Seagate
STX
$184B
$441K 0.07%
1,600
– –
IWP icon
81
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$439K 0.07%
3,204
-200
-6% -$27.9K
DFIV icon
82
Dimensional International Value ETF
DFIV
$21.7B
$436K 0.07%
8,729
-833
-9% -$39.6K
DHR icon
83
Danaher
DHR
$144B
$432K 0.07%
1,888
– –
DFSV
84
Dimensional US Small Cap Value ETF
DFSV
$8.36B
$413K 0.07%
12,558
+54
+0.4% +$1.74K
IWS icon
85
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$411K 0.07%
2,914
+3
+0.1% +$419
DFIS icon
86
Dimensional International Small Cap ETF
DFIS
$5.88B
$409K 0.07%
12,403
+40
+0.3% +$1.27K
META icon
87
Meta Platforms (Facebook)
META
$1.51T
$407K 0.07%
617
– –
COF icon
88
Capital One
COF
$134B
$399K 0.07%
1,645
+100
+6% +$22.3K
AVGO icon
89
Broadcom
AVGO
$2.04T
$385K 0.07%
1,111
– –
VCRB icon
90
Vanguard Core Bond ETF
VCRB
$7.51B
$376K 0.06%
+4,831
New +$379K
VOT icon
91
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
$367K 0.06%
1,313
-66
-5% -$18.9K
IJH icon
92
iShares Core S&P Mid-Cap ETF
IJH
$127B
$360K 0.06%
5,453
+11
+0.2% +$721
ABT icon
93
Abbott
ABT
$187B
$351K 0.06%
2,799
– –
EEM icon
94
iShares MSCI Emerging Markets ETF
EEM
$30B
$335K 0.06%
6,131
+780
+15% +$42.4K
GLW icon
95
Corning
GLW
$143B
$318K 0.05%
3,631
– –
SCHZ icon
96
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$311K 0.05%
13,294
+176
+1% +$4.13K
ABBV icon
97
AbbVie
ABBV
$435B
$301K 0.05%
1,317
+1
+0.1% +$228
IVE icon
98
iShares S&P 500 Value ETF
IVE
$49.8B
$291K 0.05%
1,373
+1
+0.1% +$210
RTX icon
99
RTX Corp
RTX
$301B
$289K 0.05%
1,577
+18
+1% +$3.13K
UNP icon
100
Union Pacific
UNP
$174B
$278K 0.05%
1,200
– –
1 2 3
4
5

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Partners in Financial Planning's Q4 2025 Portfolio in Review

As of Q4 2025, Partners in Financial Planning held 119 positions worth $591M, up 2.1% from $578M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Partners in Financial Planning's Q4 2025 filing shows 4 new, 60 increased, 21 reduced and 4 closed positions. Its largest new stake was Vanguard Core Bond ETF: 4,831 shares worth $376K. The largest sale was Vanguard Morningstar Growth ETF, an estimated $2.38M.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, down from 1.2% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Partners in Financial Planning's largest Q4 2025 buy was Vanguard Core Bond ETF: 4,831 shares worth $376K.
  • Partners in Financial Planning added most to Vanguard Total International Bond ETF in Q4 2025, an estimated $4.3M increase.
  • Partners in Financial Planning's biggest Q4 2025 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $2.38M.
  • Partners in Financial Planning fully exited Vanguard Morningstar Mid-Cap Value ETF in Q4 2025, selling an estimated $236K.
  • Partners in Financial Planning's ten largest holdings make up 70% of its $591M portfolio in Q4 2025.
  • Partners in Financial Planning opened 4 new positions and closed 4 in Q4 2025.
  • Partners in Financial Planning's portfolio value rose 2.1% quarter-over-quarter to $591M.

Based on Partners in Financial Planning's 13F filing for Q4 2025, filed 2 Feb 2026.