Holders — by stockHoldings — by fund
Life Planning Partners, Inc
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001910934
$134.5M
disclosed book value
71
positions
19.7%
largest position share
Positions, as of 2026-06-30
top 71 of 71 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ITOTISHARES TR | 161,686 | $26.6M | 19.7% |
| 2 | IEFAISHARES TR | 109,808 | $10.6M | 7.9% |
| 3 | VTIVANGUARD INDEX FDS | 23,054 | $8.5M | 6.3% |
| 4 | IEMGISHARES INC | 74,126 | $6.1M | 4.6% |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 80,913 | $5.8M | 4.3% |
| 6 | SUBISHARES TR | 50,465 | $5.4M | 4% |
| 7 | MUBISHARES TR | 41,843 | $4.5M | 3.3% |
| 8 | CLIPGLOBAL X FDS | 36,541 | $3.7M | 2.7% |
| 9 | SPDWSPDR INDEX SHS FDS | 67,750 | $3.4M | 2.5% |
| 10 | IUSBISHARES TR | 71,639 | $3.3M | 2.5% |
| 11 | VWOVANGUARD INTL EQUITY INDEX F | 46,606 | $2.8M | 2.1% |
| 12 | IUSVISHARES TR | 24,491 | $2.7M | 2% |
| 13 | DFUSDIMENSIONAL ETF TRUST | 31,872 | $2.6M | 1.9% |
| 14 | SLQDISHARES TR | 50,869 | $2.6M | 1.9% |
| 15 | AVUSAMERICAN CENTY ETF TR | 19,373 | $2.5M | 1.8% |
| 16 | VCITVANGUARD SCOTTSDALE FDS | 26,140 | $2.2M | 1.6% |
| 17 | VBVANGUARD INDEX FDS | 6,829 | $2.1M | 1.5% |
| 18 | DFAIDIMENSIONAL ETF TRUST | 48,146 | $2.0M | 1.5% |
| 19 | FMUNFIDELITY MERRIMACK STR TR | 38,530 | $1.9M | 1.4% |
| 20 | AVREAMERICAN CENTY ETF TR | 38,336 | $1.8M | 1.4% |
| 21 | DFAXDIMENSIONAL ETF TRUST | 42,736 | $1.6M | 1.2% |
| 22 | BIVVANGUARD BD INDEX FDS | 19,219 | $1.5M | 1.1% |
| 23 | AVDEAMERICAN CENTY ETF TR | 15,250 | $1.4M | 1% |
| 24 | VVVANGUARD INDEX FDS | 3,929 | $1.4M | 1% |
| 25 | AVIGAMERICAN CENTY ETF TR | 31,799 | $1.3M | 1% |
| 26 | XPOXPO INC | 6,385 | $1.3M | 1% |
| 27 | IVVISHARES TR | 1,681 | $1.3M | 0.9% |
| 28 | VEUVANGUARD INTL EQUITY INDEX F | 13,886 | $1.2M | 0.9% |
| 29 | VTEBVANGUARD MUN BD FDS | 22,291 | $1.1M | 0.8% |
| 30 | LQDISHARES TR | 10,185 | $1.1M | 0.8% |
| 31 | BNDVANGUARD BD INDEX FDS | 15,039 | $1.1M | 0.8% |
| 32 | FRELFIDELITY COVINGTON TRUST | 37,232 | $1.1M | 0.8% |
| 33 | IXUSISHARES TR | 11,061 | $1.1M | 0.8% |
| 34 | PHPARKER-HANNIFIN CORP | 1,072 | $1.0M | 0.8% |
| 35 | VUSBVANGUARD BD INDEX FDS | 18,901 | $940,895 | 0.7% |
| 36 | VBRVANGUARD INDEX FDS | 3,557 | $864,315 | 0.6% |
| 37 | VXUSVANGUARD STAR FDS | 9,997 | $854,644 | 0.6% |
| 38 | VSSVANGUARD INTL EQUITY INDEX F | 5,522 | $851,989 | 0.6% |
| 39 | GOOGALPHABET INC | 2,341 | $827,146 | 0.6% |
| 40 | VTVVANGUARD INDEX FDS | 3,713 | $809,193 | 0.6% |
| 41 | CMFISHARES TR | 10,644 | $613,520 | 0.5% |
| 42 | SPEMSPDR INDEX SHS FDS | 11,466 | $593,709 | 0.4% |
| 43 | BSVVANGUARD BD INDEX FDS | 6,733 | $524,568 | 0.4% |
| 44 | VGKVANGUARD INTL EQUITY INDEX F | 5,637 | $499,100 | 0.4% |
| 45 | SCHCSCHWAB STRATEGIC TR | 10,338 | $497,465 | 0.4% |
| 46 | DFNMDIMENSIONAL ETF TRUST | 9,784 | $472,910 | 0.4% |
| 47 | EWXSPDR INDEX SHS FDS | 6,000 | $445,831 | 0.3% |
| 48 | BACBANK OF AMER CORP | 7,520 | $428,505 | 0.3% |
| 49 | VNQIVANGUARD INTL EQUITY INDEX F | 9,548 | $428,232 | 0.3% |
| 50 | AGGISHARES TR | 4,199 | $415,604 | 0.3% |
| 51 | DFICDIMENSIONAL ETF TRUST | 10,992 | $409,562 | 0.3% |
| 52 | ABBVABBVIE INC | 1,603 | $403,379 | 0.3% |
| 53 | ORCLORACLE CORP | 2,720 | $398,616 | 0.3% |
| 54 | AVDVAMERICAN CENTY ETF TR | 3,605 | $371,495 | 0.3% |
| 55 | VCSHVANGUARD SCOTTSDALE FDS | 4,621 | $365,219 | 0.3% |
| 56 | IWYISHARES TR | 1,142 | $331,888 | 0.2% |
| 57 | VNQVANGUARD INDEX FDS | 3,226 | $311,130 | 0.2% |
| 58 | GXOGXO LOGISTICS INCORPORATED | 6,055 | $306,989 | 0.2% |
| 59 | AVIVAMERICAN CENTY ETF TR | 3,920 | $303,486 | 0.2% |
| 60 | MSFTMICROSOFT CORP | 759 | $283,255 | 0.2% |
| 61 | AMDADVANCED MICRO DEVICES INC | 485 | $281,738 | 0.2% |
| 62 | IJSISHARES TR | 2,042 | $279,101 | 0.2% |
| 63 | TSLATESLA INC | 658 | $276,803 | 0.2% |
| 64 | JPMJPMORGAN CHASE & CO | 769 | $251,717 | 0.2% |
| 65 | PLTRPALANTIR TECHNOLOGIES INC | 2,143 | $250,023 | 0.2% |
| 66 | AAPLAPPLE INC | 858 | $248,283 | 0.2% |
| 67 | ISTBISHARES TR | 4,979 | $240,237 | 0.2% |
| 68 | CATCATERPILLAR INC | 215 | $228,954 | 0.2% |
| 69 | DFIVDIMENSIONAL ETF TRUST | 3,811 | $205,870 | 0.2% |
| 70 | VUGVANGUARD INDEX FDS | 2,366 | $203,807 | 0.2% |
| 71 | VTESVANGUARD WELLINGTON FD | 2,000 | $202,620 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.