Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE S&P TTL STK | CORE S&P TTL STK | $26.6M | 19.7% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $10.6M | 7.9% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $8.53M | 6.3% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $6.14M | 4.6% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $5.77M | 4.3% |
| iShares TRSHRT NAT MUN ETF | SHRT NAT MUN ETF | $5.37M | 4.0% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $4.5M | 3.3% |
| Global X Fds1 3 MO T BI ET | 1 3 MO T BI ET | $3.67M | 2.7% |
| SPDR Index Shs FdsST STR PO EX ETF | ST STR PO EX ETF | $3.41M | 2.5% |
| iShares TRCORE UNIVRSL USD | CORE UNIVRSL USD | $3.31M | 2.5% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $2.78M | 2.1% |
| iShares TRCORE S&P US VLU | CORE S&P US VLU | $2.7M | 2.0% |
| Dimensional ETF TrustUS EQUI MARK ETF | US EQUI MARK ETF | $2.61M | 1.9% |
| iShares TR0-5YR INVT GR CP | 0-5YR INVT GR CP | $2.56M | 1.9% |
| American Centy ETF TRUS EQT ETF | US EQT ETF | $2.48M | 1.8% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $2.16M | 1.6% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $2.07M | 1.5% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $1.99M | 1.5% |
| Fidelity Merrimack Str TRSYSTEMATIC MUN | SYSTEMATIC MUN | $1.94M | 1.4% |
| American Centy ETF TRREAL ESTATE ETF | REAL ESTATE ETF | $1.82M | 1.4% |
| Dimensional ETF TrustWORLD EX US CORE | WORLD EX US CORE | $1.57M | 1.2% |
| Vanguard BD Index FdsINTERMED TERM | INTERMED TERM | $1.47M | 1.1% |
| American Centy ETF TRINTL EQT ETF | INTL EQT ETF | $1.36M | 1.0% |
| Vanguard Index FdsLARGE CAP ETF | LARGE CAP ETF | $1.35M | 1.0% |
| American Centy ETF TRAVANTIS CORE FI | AVANTIS CORE FI | $1.32M | 1.0% |
| Xpo Inc.COM | COM | $1.31M | 1.0% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $1.26M | 0.9% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $1.16M | 0.9% |
| Vanguard Mun BD FdsTAX EXEMPT BD | TAX EXEMPT BD | $1.13M | 0.8% |
| iShares TRIBOXX INV CP ETF | IBOXX INV CP ETF | $1.11M | 0.8% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $1.1M | 0.8% |
| Fidelity Covington TrustMSCI RL EST ETF | MSCI RL EST ETF | $1.09M | 0.8% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $1.06M | 0.8% |
| Parker-hannifin Corp.COM | COM | $1.05M | 0.8% |
| Vanguard BD Index FdsVANGUARD ULTRA | VANGUARD ULTRA | $941K | 0.7% |
| Vanguard Index FdsSM CP VAL ETF | SM CP VAL ETF | $864K | 0.6% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $855K | 0.6% |
| Vanguard Intl Equity Index FFTSE SMCAP ETF | FTSE SMCAP ETF | $852K | 0.6% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $827K | 0.6% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $809K | 0.6% |
| iShares TRCALIF MUN BD ETF | CALIF MUN BD ETF | $614K | 0.5% |
| SPDR Index Shs FdsST PORT MARK ETF | ST PORT MARK ETF | $594K | 0.4% |
| Vanguard BD Index FdsSHORT TRM BOND | SHORT TRM BOND | $525K | 0.4% |
| Vanguard Intl Equity Index FFTSE EUROPE ETF | FTSE EUROPE ETF | $499K | 0.4% |
| Schwab Strategic TRINTL SCEQT ETF | INTL SCEQT ETF | $497K | 0.4% |
| Dimensional ETF TrustNATL MUN BD ETF | NATL MUN BD ETF | $473K | 0.4% |
| SPDR Index Shs FdsST MARKE CAP ETF | ST MARKE CAP ETF | $446K | 0.3% |
| Bank OF Amer Corp.COM | COM | $429K | 0.3% |
| Vanguard Intl Equity Index FGLB EX US ETF | GLB EX US ETF | $428K | 0.3% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $416K | 0.3% |
iShares TRCORE S&P TTL STK$26.6M
- Class
- CORE S&P TTL STK
- Share
- 19.7%
iShares TRCORE MSCI EAFE$10.6M
- Class
- CORE MSCI EAFE
- Share
- 7.9%
Vanguard Index FdsTOTAL STK MKT$8.53M
- Class
- TOTAL STK MKT
- Share
- 6.3%
iShares Inc.CORE MSCI EMKT$6.14M
- Class
- CORE MSCI EMKT
- Share
- 4.6%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$5.77M
- Class
- VAN FTSE DEV MKT
- Share
- 4.3%
iShares TRSHRT NAT MUN ETF$5.37M
- Class
- SHRT NAT MUN ETF
- Share
- 4.0%
iShares TRNATIONAL MUN ETF$4.5M
- Class
- NATIONAL MUN ETF
- Share
- 3.3%
Global X Fds1 3 MO T BI ET$3.67M
- Class
- 1 3 MO T BI ET
- Share
- 2.7%
SPDR Index Shs FdsST STR PO EX ETF$3.41M
- Class
- ST STR PO EX ETF
- Share
- 2.5%
iShares TRCORE UNIVRSL USD$3.31M
- Class
- CORE UNIVRSL USD
- Share
- 2.5%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$2.78M
- Class
- FTSE EMR MKT ETF
- Share
- 2.1%
iShares TRCORE S&P US VLU$2.7M
- Class
- CORE S&P US VLU
- Share
- 2.0%
Dimensional ETF TrustUS EQUI MARK ETF$2.61M
- Class
- US EQUI MARK ETF
- Share
- 1.9%
iShares TR0-5YR INVT GR CP$2.56M
- Class
- 0-5YR INVT GR CP
- Share
- 1.9%
American Centy ETF TRUS EQT ETF$2.48M
- Class
- US EQT ETF
- Share
- 1.8%
Vanguard Scottsdale FdsINT-TERM CORP$2.16M
- Class
- INT-TERM CORP
- Share
- 1.6%
Vanguard Index FdsSMALL CP ETF$2.07M
- Class
- SMALL CP ETF
- Share
- 1.5%
Dimensional ETF TrustINTL CORE EQT MK$1.99M
- Class
- INTL CORE EQT MK
- Share
- 1.5%
Fidelity Merrimack Str TRSYSTEMATIC MUN$1.94M
- Class
- SYSTEMATIC MUN
- Share
- 1.4%
American Centy ETF TRREAL ESTATE ETF$1.82M
- Class
- REAL ESTATE ETF
- Share
- 1.4%
Dimensional ETF TrustWORLD EX US CORE$1.57M
- Class
- WORLD EX US CORE
- Share
- 1.2%
Vanguard BD Index FdsINTERMED TERM$1.47M
- Class
- INTERMED TERM
- Share
- 1.1%
American Centy ETF TRINTL EQT ETF$1.36M
- Class
- INTL EQT ETF
- Share
- 1.0%
Vanguard Index FdsLARGE CAP ETF$1.35M
- Class
- LARGE CAP ETF
- Share
- 1.0%
American Centy ETF TRAVANTIS CORE FI$1.32M
- Class
- AVANTIS CORE FI
- Share
- 1.0%
Xpo Inc.COM$1.31M
- Class
- COM
- Share
- 1.0%
iShares TRCORE S&P500 ETF$1.26M
- Class
- CORE S&P500 ETF
- Share
- 0.9%
Vanguard Intl Equity Index FALLWRLD EX US$1.16M
- Class
- ALLWRLD EX US
- Share
- 0.9%
Vanguard Mun BD FdsTAX EXEMPT BD$1.13M
- Class
- TAX EXEMPT BD
- Share
- 0.8%
iShares TRIBOXX INV CP ETF$1.11M
- Class
- IBOXX INV CP ETF
- Share
- 0.8%
Vanguard BD Index FdsTOTAL BND MRKT$1.1M
- Class
- TOTAL BND MRKT
- Share
- 0.8%
Fidelity Covington TrustMSCI RL EST ETF$1.09M
- Class
- MSCI RL EST ETF
- Share
- 0.8%
iShares TRCORE MSCI TOTAL$1.06M
- Class
- CORE MSCI TOTAL
- Share
- 0.8%
Parker-hannifin Corp.COM$1.05M
- Class
- COM
- Share
- 0.8%
Vanguard BD Index FdsVANGUARD ULTRA$941K
- Class
- VANGUARD ULTRA
- Share
- 0.7%
Vanguard Index FdsSM CP VAL ETF$864K
- Class
- SM CP VAL ETF
- Share
- 0.6%
Vanguard Star FdsVG TL INTL STK F$855K
- Class
- VG TL INTL STK F
- Share
- 0.6%
Vanguard Intl Equity Index FFTSE SMCAP ETF$852K
- Class
- FTSE SMCAP ETF
- Share
- 0.6%
Alphabet Inc.CAP STK CL C$827K
- Class
- CAP STK CL C
- Share
- 0.6%
Vanguard Index FdsVALUE ETF$809K
- Class
- VALUE ETF
- Share
- 0.6%
iShares TRCALIF MUN BD ETF$614K
- Class
- CALIF MUN BD ETF
- Share
- 0.5%
SPDR Index Shs FdsST PORT MARK ETF$594K
- Class
- ST PORT MARK ETF
- Share
- 0.4%
Vanguard BD Index FdsSHORT TRM BOND$525K
- Class
- SHORT TRM BOND
- Share
- 0.4%
Vanguard Intl Equity Index FFTSE EUROPE ETF$499K
- Class
- FTSE EUROPE ETF
- Share
- 0.4%
Schwab Strategic TRINTL SCEQT ETF$497K
- Class
- INTL SCEQT ETF
- Share
- 0.4%
Dimensional ETF TrustNATL MUN BD ETF$473K
- Class
- NATL MUN BD ETF
- Share
- 0.4%
SPDR Index Shs FdsST MARKE CAP ETF$446K
- Class
- ST MARKE CAP ETF
- Share
- 0.3%
Bank OF Amer Corp.COM$429K
- Class
- COM
- Share
- 0.3%
Vanguard Intl Equity Index FGLB EX US ETF$428K
- Class
- GLB EX US ETF
- Share
- 0.3%
iShares TRCORE US AGGBD ET$416K
- Class
- CORE US AGGBD ET
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 71 positions by value, with holdings of the same security combined. The 71 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1910934
- File number
- 028-21823
- Options
- 0 call, 0 put
- In the 25 largest
- 80.3%
- Prior quarter
- $131M at 31 March 2026
- Positions opened
- 6
- Positions closed
- 3
Common questions
What are Life Planning Partners’ 13F holdings worth?
$135 million across 71 positions for the quarter ended 30 June 2026.
What is Life Planning Partners’ largest 13F holding?
ISHARES TR (CORE S&P TTL STK) was the largest position at $26.6 million, or 19.7% of reported 13F value, as of 30 June 2026.
How concentrated is Life Planning Partners’ 13F portfolio?
The ten largest positions accounted for 57.9% of reported value and the twenty-five largest for 80.3%, across 71 positions as of 30 June 2026.
Does Form 13F show everything Life Planning Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Life Planning Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.