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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
+8.9%
1 Year Est. Return
+15.1%
3 Year Est. Return
+38.92%
5 Year Est. Return
+28.09%
10 Year Est. Return
–
AUM
$660M
AUM Growth
+$56.6M
(+9.4%)
Cap. Flow
+$7.36M
Cap. Flow
% of AUM
1.12%
Top 10 Holdings %
Top 10 Hldgs %
68.63%
Holding
133
New
11
Increased
53
Reduced
29
Closed
2
Avg Time Held
13.7
quarters
Top 10 Avg Time Held
17.4
quarters
Top 20 Avg Time Held
16.7
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.52M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$1.29M |
| 4 |
Vanguard Total Bond Market
BND
|
+$1.21M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$906K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Value ETF
VTV
|
+$1.59M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.23M |
| 3 |
Vanguard Morningstar Small-Cap Value ETF
VBR
|
+$532K |
| 4 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$285K |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$211K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 94.43% |
| 2 | Industrials | 1.26% |
| 3 | Technology | 0.85% |
| 4 | Energy | 0.64% |
| 5 | Healthcare | 0.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
126
iShares Russell Mid-Cap ETF
IWR
$56.1B
| $216K | 0.03% |
+1,959
| New | +$206K |
2026 Q2
0 quarters
|
|
127
Mondelez International
MDLZ
$77.4B
| $214K | 0.03% |
3,707
| – | – |
2026 Q1
1 quarter
|
|
128
Pfizer
PFE
$159B
| $207K | 0.03% |
8,604
| – | – |
2021 Q2
20 quarters
|
|
129
iShares Select U.S. REIT ETF
ICF
$2.02B
| $206K | 0.03% |
+3,046
| New | +$205K |
2026 Q2
0 quarters
|
|
130
Dominion Energy
D
$54.3B
| $203K | 0.03% |
+2,973
| New | +$193K |
2026 Q2
0 quarters
|
|
131
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.6B
| $201K | 0.03% |
+1,017
| New | +$197K |
2026 Q2
0 quarters
|
|
132
PepsiCo
PEP
$175B
| – | – |
-1,309
| Closed | -$203K | – |
|
|
133
Vanguard Intermediate-Term Treasury ETF
VGIT
$38.8B
| – | – |
-3,543
| Closed | -$211K | – |
|
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Partners in Financial Planning's Q2 2026 Portfolio in Review
As of Q2 2026, Partners in Financial Planning held 133 positions worth $660M, up 9.4% from $603M the previous quarter. Its ten largest holdings account for 69% of the portfolio.
Partners in Financial Planning's Q2 2026 filing shows 11 new, 53 increased, 29 reduced and 2 closed positions. Its largest new stake was Invesco S&P 500 Equal Weight ETF: 2,425 shares worth $516K. The largest sale was Vanguard Morningstar Value ETF, an estimated $1.59M.
By sector, the portfolio is most concentrated in Miscellaneous at 94% of assets, down from 95% a quarter earlier, followed by Industrials and Technology.
- Partners in Financial Planning's largest Q2 2026 buy was Invesco S&P 500 Equal Weight ETF: 2,425 shares worth $516K.
- Partners in Financial Planning added most to Vanguard Total International Bond ETF in Q2 2026, an estimated $2.49M increase.
- Partners in Financial Planning's biggest Q2 2026 reduction was Vanguard Morningstar Value ETF, cutting an estimated $1.59M.
- Partners in Financial Planning fully exited Vanguard Intermediate-Term Treasury ETF in Q2 2026, selling an estimated $211K.
- Partners in Financial Planning's ten largest holdings make up 69% of its $660M portfolio in Q2 2026.
- Partners in Financial Planning opened 11 new positions and closed 2 in Q2 2026.
- Partners in Financial Planning's portfolio value rose 9.4% quarter-over-quarter to $660M.
Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.