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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
+4.93%
1 Year Est. Return
+15.1%
3 Year Est. Return
+38.92%
5 Year Est. Return
+28.09%
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
Avg Time Held
12.6 quarters
Top 10 Avg Time Held
14.4 quarters
Top 20 Avg Time Held
13.8 quarters

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 Miscellaneous 94.67%
2 Industrials 1.15%
3 Consumer Discretionary 0.74%
4 Technology 0.7%
5 Energy 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
URI icon
101
United Rentals
URI
$65.4B
$267K 0.05%
+280
New +$250K
2025 Q3
0 quarters
RTX icon
102
RTX Corp
RTX
$248B
$261K 0.05%
1,559
– –
2025 Q1
2 quarters
WMB icon
103
Williams Companies
WMB
$88.5B
$256K 0.04%
4,045
– –
2024 Q3
4 quarters
VOE icon
104
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.6B
$236K 0.04%
1,353
+4
+0.3% +$681
2024 Q4
3 quarters
IWV icon
105
iShares Russell 3000 ETF
IWV
$20.5B
$232K 0.04%
611
– –
2025 Q2
1 quarter
IEMG icon
106
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$229K 0.04%
3,474
– –
2025 Q2
1 quarter
SO icon
107
Southern Company
SO
$99.1B
$226K 0.04%
2,386
– –
2025 Q1
2 quarters
MO icon
108
Altria Group
MO
$119B
$225K 0.04%
+3,400
New +$215K
2025 Q3
0 quarters
IWN icon
109
iShares Russell 2000 Value ETF
IWN
$13.9B
$223K 0.04%
1,259
-11
-0.9% -$1.86K
2025 Q2
1 quarter
MDLZ icon
110
Mondelez International
MDLZ
$77.4B
$222K 0.04%
+3,556
New +$229K
2025 Q3
0 quarters
AUB icon
111
Atlantic Union Bankshares
AUB
$5.42B
$220K 0.04%
+6,225
New +$212K
2025 Q3
0 quarters
PFE icon
112
Pfizer
PFE
$159B
$219K 0.04%
8,604
– –
2021 Q2
17 quarters
AOA icon
113
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.32B
$210K 0.04%
+2,379
New +$203K
2025 Q3
0 quarters
VGK icon
114
Vanguard FTSE Europe ETF
VGK
$29B
$201K 0.03%
+2,525
New +$198K
2025 Q3
0 quarters
D icon
115
Dominion Energy
D
$54.3B
$200K 0.03%
+3,273
New +$195K
2025 Q3
0 quarters
HES
116
DELISTED
Hess
HES
– –
-4,496
Closed -$623K –
1 2 3 4
5

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FSC
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EIP
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EL
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BBL
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PCA
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WFA
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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 Miscellaneous at 95% of assets, down from 95% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • 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.