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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
(+9%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
2.48%
Top 10 Holdings %
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 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$2.79M |
| 2 |
Vanguard Total Bond Market
BND
|
+$2.51M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
+$2.38M |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.53M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.31M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.14M |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$1M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$625K |
| 4 |
Ferguson
FERG
|
+$466K |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
101
RTX Corp
RTX
$248B
| $228K | 0.04% |
1,559
| – | – |
2025 Q1
1 quarter
|
|
102
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.6B
| $222K | 0.04% |
1,349
| – | – |
2024 Q4
2 quarters
|
|
103
Southern Company
SO
$99.1B
| $219K | 0.04% |
2,386
| – | – |
2025 Q1
1 quarter
|
|
104
iShares Russell 3000 ETF
IWV
$20.5B
| $214K | 0.04% |
+611
| New | +$198K |
2025 Q2
0 quarters
|
|
105
Pfizer
PFE
$159B
| $209K | 0.04% |
8,604
| – | – |
2021 Q2
16 quarters
|
|
106
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
| $209K | 0.04% |
+3,474
| New | +$194K |
2025 Q2
0 quarters
|
|
107
iShares Russell 2000 Value ETF
IWN
$13.9B
| $200K | 0.04% |
+1,270
| New | +$189K |
2025 Q2
0 quarters
|
|
108
iShares Select U.S. REIT ETF
ICF
$2.02B
| – | – |
-3,446
| Closed | -$212K | – |
|
109
UnitedHealth
UNH
$333B
| – | – |
-421
| Closed | -$220K | – |
|
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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.