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
-0.33%
1 Year Est. Return
+15.1%
3 Year Est. Return
+38.92%
5 Year Est. Return
+28.09%
10 Year Est. Return
–
AUM
$603M
AUM Growth
+$12.3M
Cap. Flow
+$16.8M
Cap. Flow %
2.78%
Top 10 Hldgs %
69.43%
Holding
123
New
8
Increased
61
Reduced
22
Closed
1

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$4.62M
2
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.54M
3
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$1.09M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$940K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$918K

Top Sells

Rank Stock Value
1
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$200K
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$146K
3
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$140K
4
AAPL icon
Apple
AAPL
+$103K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$78.5K

Sector Composition

Rank Sector Weight
1 Industrials 1.15%
2 Energy 0.83%
3 Technology 0.66%
4 Consumer Discretionary 0.62%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BND icon
1
Vanguard Total Bond Market
BND
$161B
$77.1M 12.78%
1,046,572
+62,257
+6% +$4.62M
VTV icon
2
Vanguard Morningstar Value ETF
VTV
$192B
$60.3M 10%
307,188
+2,311
+0.8% +$463K
VUG icon
3
Vanguard Morningstar Growth ETF
VUG
$230B
$59.6M 9.88%
818,076
+13,968
+2% +$1.09M
BNDX icon
4
Vanguard Total International Bond ETF
BNDX
$82.8B
$59.4M 9.85%
1,236,589
+73,107
+6% +$3.54M
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$236B
$50.6M 8.39%
789,474
+12,009
+2% +$793K
BSV icon
6
Vanguard Short-Term Bond ETF
BSV
$45.6B
$37.4M 6.21%
477,374
+11,945
+3% +$940K
VBR icon
7
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$22.1M 3.67%
101,889
+280
+0.3% +$62.6K
VBK icon
8
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$20.2M 3.35%
66,835
+789
+1% +$248K
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$16.5M 2.74%
305,861
-1,402
-0.5% -$78.5K
VSS icon
10
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$15.4M 2.56%
105,728
-928
-0.9% -$140K
VNQ icon
11
Vanguard Real Estate ETF
VNQ
$38.6B
$14M 2.32%
157,522
+1,786
+1% +$164K
SPDW icon
12
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.4B
$13.2M 2.2%
289,975
-431
-0.1% -$20.2K
VTEB icon
13
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$11.8M 1.96%
236,605
+6,419
+3% +$324K
VTI icon
14
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$11.3M 1.87%
35,101
-434
-1% -$146K
SUB icon
15
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$10.9M 1.81%
102,201
+1,961
+2% +$210K
VCIT icon
16
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$8.06M 1.34%
97,374
+3,540
+4% +$296K
MUB icon
17
iShares National Muni Bond ETF
MUB
$45.8B
$6.83M 1.13%
64,347
+8,534
+15% +$918K
VOO icon
18
Vanguard S&P 500 ETF
VOO
$1.03T
$6.52M 1.08%
10,919
+344
+3% +$215K
SPYG icon
19
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
$4.19M 0.7%
42,827
-102
-0.2% -$10.6K
VO icon
20
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$4.04M 0.67%
56,320
-328
-0.6% -$24.4K
SPYV icon
21
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$3.97M 0.66%
70,158
+193
+0.3% +$11.2K
SCZ icon
22
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$3.91M 0.65%
49,851
-537
-1% -$43.7K
SPEM icon
23
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$3.34M 0.55%
71,261
+2,894
+4% +$141K
VXF icon
24
Vanguard Extended Market ETF
VXF
$31.8B
$3.29M 0.55%
15,971
+56
+0.4% +$12K
IAGG icon
25
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$3.1M 0.51%
62,001
+2,562
+4% +$129K
1
2 3 4 5

Similar funds

PIM
Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
FM
Freemont Management Vaud, Switzerland $661M AUM 60.48% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
FAM
Fulcrum Asset Management London, United Kingdom $662M AUM 48.09% 1-Year Est. Return
CG
CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return

Partners in Financial Planning's Q1 2026 Portfolio in Review

As of Q1 2026, Partners in Financial Planning held 123 positions worth $603M, up 2.1% from $591M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Partners in Financial Planning's Q1 2026 filing shows 8 new, 61 increased, 22 reduced and 1 closed positions. Its largest new stake was Dimensional National Municipal Bond ETF: 15,960 shares worth $765K. The largest sale was Vanguard ESG US Stock ETF, an estimated $200K.

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

  • Partners in Financial Planning's largest Q1 2026 buy was Dimensional National Municipal Bond ETF: 15,960 shares worth $765K.
  • Partners in Financial Planning added most to Vanguard Total Bond Market in Q1 2026, an estimated $4.62M increase.
  • Partners in Financial Planning's biggest Q1 2026 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $146K.
  • Partners in Financial Planning fully exited Vanguard ESG US Stock ETF in Q1 2026, selling an estimated $200K.
  • Partners in Financial Planning's ten largest holdings make up 69% of its $603M portfolio in Q1 2026.
  • Partners in Financial Planning opened 8 new positions and closed 1 in Q1 2026.
  • Partners in Financial Planning's portfolio value rose 2.1% quarter-over-quarter to $603M.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.