We are live on
!
Find out more
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
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 | Industrials | 1.26% |
| 2 | Technology | 0.85% |
| 3 | Energy | 0.64% |
| 4 | Healthcare | 0.61% |
| 5 | Consumer Discretionary | 0.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Russell Mid-Cap ETF
IWR
$57.5B
| $216K | 0.03% |
+1,959
| New | +$206K |
|
127
Mondelez International
MDLZ
$78.5B
| $214K | 0.03% |
3,707
| – | – |
|
128
Pfizer
PFE
$154B
| $207K | 0.03% |
8,604
| – | – |
|
129
iShares Select U.S. REIT ETF
ICF
$2.08B
| $206K | 0.03% |
+3,046
| New | +$205K |
|
130
Dominion Energy
D
$59.1B
| $203K | 0.03% |
+2,973
| New | +$193K |
|
131
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
| $201K | 0.03% |
+1,017
| New | +$197K |
|
132
PepsiCo
PEP
$188B
| – | – |
-1,309
| Closed | -$203K |
|
|
133
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.3B
| – | – |
-3,543
| Closed | -$211K |
|
Similar funds
PIM
ACM
FM
RCG
GC
DC
FAM
CG
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 Industrials at 1.3% of assets, up from 1.2% a quarter earlier, followed by Technology and Energy.
- 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.