Life Planning Partners, Inc
CIK: 0001910934SEC EDGAR →
Portfolio Value
$130.6M
Holdings
66
As of
Q4 2025
New Positions
66
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 176,621 | $26.3M | 20.12% |
| 2 | ISHARES TR | 119,055 | $10.7M | 8.16% |
| 3 | VANGUARD INDEX FDS | 23,760 | $8.0M | 6.10% |
| 4 | ISHARES TR | 54,624 | $5.8M | 4.46% |
| 5 | ISHARES INC | 80,173 | $5.4M | 4.13% |
| 6 | VANGUARD TAX-MANAGED FDS | 85,612 | $5.3M | 4.10% |
| 7 | ISHARES TR | 40,079 | $4.3M | 3.29% |
| 8 | ISHARES TR | 81,589 | $3.8M | 2.91% |
| 9 | GLOBAL X FDS | 35,474 | $3.6M | 2.72% |
| 10 | SPDR INDEX SHS FDS | 68,210 | $3.0M | 2.32% |
Quarterly Changes
New Positions (66)
$26.3M · 177K shares
$10.7M · 119K shares
$8.0M · 24K shares
$5.8M · 55K shares
$5.4M · 80K shares
$5.3M · 86K shares
$4.3M · 40K shares
$3.8M · 82K shares
$3.6M · 35K shares
$3.0M · 68K shares
$2.7M · 50K shares
$2.5M · 24K shares
$2.4M · 33K shares
$2.4M · 47K shares
$2.4M · 48K shares
$2.3M · 28K shares
$2.3M · 20K shares
$2.2M · 8K shares
$1.8M · 47K shares
$1.7M · 20K shares
$1.6M · 21K shares
$1.5M · 35K shares
$1.5M · 46K shares
$1.4M · 5K shares
$1.3M · 31K shares
$1.3M · 3K shares
$1.2M · 2K shares
$1.2M · 24K shares
$1.2M · 1K shares
$1.2M · 16K shares
$1.1M · 42K shares
$1.1M · 15K shares
$993K · 7K shares
$990K · 12K shares
$976K · 20K shares
$964K · 9K shares
$867K · 6K shares
$776K · 4K shares
$711K · 4K shares
$598K · 13K shares
$540K · 7K shares
$536K · 11K shares
$485K · 10K shares
$479K · 8K shares
$471K · 6K shares
$470K · 10K shares
$440K · 1K shares
$430K · 8K shares
$393K · 6K shares
$377K · 11K shares
$376K · 5K shares
$366K · 2K shares
$364K · 2K shares
$339K · 3K shares
$338K · 4K shares
$318K · 6K shares
$316K · 1K shares
$285K · 3K shares
$279K · 4K shares
$279K · 2K shares
$254K · 526 shares
$240K · 2K shares
$240K · 4K shares
$233K · 858 shares
$203K · 2K shares
$200K · 410 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 56 | $114.8M | 87.9% |
| Unknown | 1 | $10.7M | 8.2% |
| Industrials | 3 | $2.4M | 1.8% |
| Consumer Cyclical | 1 | $1.3M | 1.0% |
| Technology | 3 | $851K | 0.7% |
| Healthcare | 1 | $366K | 0.3% |
| Energy | 1 | $279K | 0.2% |