Life Planning Partners, Inc — 13F Holdings & Portfolio
CIK 1910934 · latest 13F-HR filed 2026-04-29
Life Planning Partners, Inc manages $131.0M in 13F-reported U.S. long-equity assets across 68 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ITOT (19.19%), IEFA (8.22%), VTI (5.78%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 1, added to 12, and trimmed 9.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$131.0M
Long-equity book
68
Distinct positions
2026-03-31
Filed 2026-04-29
+3 / −1 / ↑12 / ↓9
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- XPO INC$374.4K +43.1%
- VANGUARD TAX-MANAGED FDS$304.7K +5.7%
- ISHARES INC$288.7K +5.4%
- DIMENSIONAL ETF TRUST$235.2K +13.2%
- AMERICAN CENTY ETF TR$218.7K +13.1%
Top Trims
- TESLA INC-$218.5K -17.3%
- PARKER-HANNIFIN CORP-$205.8K -17.7%
- FIDELITY MERRIMACK STR TR-$174.5K -7.3%
- JPMORGAN CHASE & CO-$98.3K -22.3%
- PALANTIR TECHNOLOGIES INC-$65.1K -17.9%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | ITOT | 464287150 | $25.1M | 19.19% | 176,509 | SH |
| 2 | ISHARES TR | IEFA | 46432F842 | $10.8M | 8.22% | 118,985 | SH |
| 3 | VANGUARD INDEX FDS | VTI | 922908769 | $7.6M | 5.78% | 23,605 | SH |
| 4 | ISHARES TR | SUB | 464288158 | $5.8M | 4.44% | 54,582 | SH |
| 5 | ISHARES INC | IEMG | 46434G103 | $5.7M | 4.33% | 81,403 | SH |
| 6 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $5.7M | 4.31% | 88,216 | SH |
| 7 | ISHARES TR | MUB | 464288414 | $4.5M | 3.42% | 42,179 | SH |
| 8 | ISHARES TR | IUSB | 46434V613 | $3.8M | 2.87% | 81,398 | SH |
| 9 | GLOBAL X FDS | CLIP | 37960A438 | $3.6M | 2.72% | 35,548 | SH |
| 10 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $3.1M | 2.36% | 67,750 | SH |
| 11 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $2.7M | 2.07% | 50,185 | SH |
| 12 | ISHARES TR | SLQD | 46434V100 | $2.5M | 1.92% | 49,850 | SH |
| 13 | ISHARES TR | IUSV | 464287663 | $2.5M | 1.91% | 24,491 | SH |
| 14 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $2.4M | 1.82% | 33,693 | SH |
| 15 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $2.3M | 1.78% | 20,999 | SH |
| 16 | VANGUARD INDEX FDS | VB | 922908751 | $2.3M | 1.75% | 8,735 | SH |
| 17 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $2.3M | 1.72% | 27,248 | SH |
| 18 | FIDELITY MERRIMACK STR TR | FMUN | 316188846 | $2.2M | 1.70% | 44,768 | SH |
| 19 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $2.0M | 1.54% | 51,748 | SH |
| 20 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $1.9M | 1.44% | 22,265 | SH |
| 21 | AMERICAN CENTY ETF TR | AVRE | 025072356 | $1.7M | 1.32% | 39,425 | SH |
| 22 | VANGUARD BD INDEX FDS | BIV | 921937819 | $1.6M | 1.23% | 20,863 | SH |
| 23 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $1.6M | 1.20% | 46,307 | SH |
| 24 | VANGUARD INDEX FDS | VV | 922908637 | $1.5M | 1.17% | 5,144 | SH |
| 25 | AMERICAN CENTY ETF TR | AVIG | 025072562 | $1.3M | 1.02% | 32,091 | SH |
| 26 | XPO INC | XPO | 983793100 | $1.2M | 0.95% | 6,385 | SH |
| 27 | VANGUARD MUN BD FDS | VTEB | 922907746 | $1.2M | 0.91% | 23,968 | SH |
| 28 | ISHARES TR | IVV | 464287200 | $1.2M | 0.91% | 1,826 | SH |
| 29 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.2M | 0.88% | 15,677 | SH |
| 30 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $1.1M | 0.85% | 14,783 | SH |
| 31 | FIDELITY COVINGTON TRUST | FREL | 316092857 | $1.1M | 0.84% | 40,892 | SH |
| 32 | TESLA INC | TSLA | 88160R101 | $1.0M | 0.80% | 2,802 | SH |
| 33 | ISHARES TR | IXUS | 46432F834 | $1.0M | 0.77% | 11,669 | SH |
| 34 | VANGUARD BD INDEX FDS | VUSB | 92203C303 | $975.6K | 0.74% | 19,595 | SH |
| 35 | PARKER-HANNIFIN CORP | PH | 701094104 | $959.7K | 0.73% | 1,072 | SH |
| 36 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $956.1K | 0.73% | 6,558 | SH |
| 37 | ISHARES TR | LQD | 464287242 | $946.7K | 0.72% | 8,686 | SH |
| 38 | VANGUARD INDEX FDS | VBR | 922908611 | $796.4K | 0.61% | 3,666 | SH |
| 39 | VANGUARD INDEX FDS | VTV | 922908744 | $731.0K | 0.56% | 3,726 | SH |
| 40 | VANGUARD BD INDEX FDS | BSV | 921937827 | $538.0K | 0.41% | 6,861 | SH |
| 41 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $537.9K | 0.41% | 11,466 | SH |
| 42 | VANGUARD INTL EQUITY INDEX F | VNQI | 922042676 | $536.3K | 0.41% | 12,066 | SH |
| 43 | SCHWAB STRATEGIC TR | SCHC | 808524888 | $483.2K | 0.37% | 10,338 | SH |
| 44 | DIMENSIONAL ETF TRUST | DFNM | 25434V849 | $482.7K | 0.37% | 10,070 | SH |
| 45 | ISHARES TR | CMF | 464288356 | $474.0K | 0.36% | 8,337 | SH |
| 46 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $464.7K | 0.35% | 5,637 | SH |
| 47 | SPDR INDEX SHS FDS | EWX | 78463X756 | $396.7K | 0.30% | 6,000 | SH |
| 48 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $389.4K | 0.30% | 10,960 | SH |
| 49 | BANK AMERICA CORP | BAC | 060505104 | $382.1K | 0.29% | 7,837 | SH |
| 50 | CHEVRON CORPORATION | CVX | 166764100 | $380.4K | 0.29% | 1,839 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $131.0M | 68 | 0001910934-26-000002 |
| 2025-12-31 | 2026-01-16 | $130.6M | 66 | 0001910934-26-000001 |