Life Planning Partners, Inc Portfolio Holdings

Life Planning Partners, Inc

  • $129 Million
  • Q3 2025

Life Planning Partners, Inc has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $129 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $27M, Ishares Tr with a value of $11M, Vanguard Total Stock Market Et with a value of $9.25M, Ishares Short Term National Mu with a value of $5.68M, and Vanguard Ftse Developed Market with a value of $5.48M.

Examining the 13F form we can see an increase of $9.13M in the current position value, from $120M to 129M.

Below you can find more details about Life Planning Partners, Inc portfolio as well as his latest detailed transactions.

Portfolio value $129 Million
ETFs: $119 Million
Industrials: $2.35 Million
Consumer Cyclical: $1.4 Million
Financial Services: $1.26 Million
Technology: $1.14 Million
Healthcare: $371,000
Energy: $284,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27 Million 20.91% of portfolio
185,236
Q3 2025 Reduced 0.1%
$0
$11 Million 8.5% of portfolio
125,667
Q3 2025 Added 0.4%
$0
$9.25 Million 7.17% of portfolio
28,197
Q3 2025 Reduced 0.6%
$0
$5.68 Million 4.4% of portfolio
53,148
Q3 2025 Added 3.23%
$0
$5.48 Million 4.25% of portfolio
91,459
Q3 2025 Reduced 1.08%
$0
$4.61 Million 3.57% of portfolio
85,919
Q3 2025 Added 1.61%
$0
$4.26 Million 3.3% of portfolio
39,970
Q3 2025 Added 0.0%
$0
$3.87 Million 3.0% of portfolio
82,781
Q3 2025 Reduced 4.26%
$0
$3.7 Million 2.87% of portfolio
86,436
Q3 2025 Reduced 0.72%
$0
$2.98 Million 2.31% of portfolio
27,386
Q3 2025 Added 4.93%
$0
$2.76 Million 2.14% of portfolio
51,014
Q3 2025 Reduced 0.59%
$0
$2.64 Million 2.04% of portfolio
10,378
Q3 2025 Reduced 1.6%
$0
$2.53 Million 1.96% of portfolio
34,917
Q3 2025 Reduced 0.05%
$0
$2.45 Million 1.9% of portfolio
24,491
Q4 2024 Reduced 98.92%
$0
$2.34 Million 1.82% of portfolio
27,875
Q3 2025 Reduced 0.02%
$0
$2.01 Million 1.56% of portfolio
55,229
Q3 2025 Added 3.41%
$0
$1.83 Million 1.42% of portfolio
35,987
Q3 2025 Added 15.21%
$0
$1.68 Million 1.31% of portfolio
21,576
Q3 2025 Reduced 0.07%
$0
$1.63 Million 1.26% of portfolio
20,625
Q3 2025 Added 9.15%
$0
$1.58 Million 1.23% of portfolio
31,579
Q3 2025 Added 3.34%
$0
$1.47 Million 1.14% of portfolio
46,763
Q3 2025 Added 0.0%
$0
$1.41 Million 1.09% of portfolio
31,640
Q3 2025 Added 8.41%
$1.44T
$1.4 Million 1.08% of portfolio
3,145
Q2 2025 Added 1.81%
$0
$1.3 Million 1.01% of portfolio
15,751
Q3 2025 Reduced 5.6%
$0
$1.28 Million 0.99% of portfolio
30,422
Q3 2025 New
$0
$1.21 Million 0.94% of portfolio
16,312
Q3 2025 Added 4.36%
$0
$1.21 Million 0.94% of portfolio
8,491
Q3 2025 Reduced 1.62%
$99.3B
$1.2 Million 0.93% of portfolio
1,587
Q3 2025 Reduced 10.08%
$0
$1.18 Million 0.91% of portfolio
42,396
Q3 2025 Added 0.28%
$0
$1.09 Million 0.84% of portfolio
15,248
Q3 2025 Added 0.02%
$0
$1.07 Million 0.83% of portfolio
1,598
Q3 2025 Reduced 1.96%
$0
$953,000 0.74% of portfolio
8,552
Q3 2025 Added 6.29%
$16.6B
$825,000 0.64% of portfolio
6,385
Q4 2024 Reduced 99.24%
$0
$735,000 0.57% of portfolio
3,525
Q2 2025 Reduced 1.95%
$0
$694,000 0.54% of portfolio
3,724
Q2 2025 Added 9.76%
$0
$651,000 0.5% of portfolio
13,647
Q3 2025 Reduced 5.12%
$429B
$625,000 0.48% of portfolio
12,117
Q3 2025 Added 0.02%
$0
$536,000 0.42% of portfolio
11,466
Q3 2025 Added 0.82%
$0
$541,000 0.42% of portfolio
6,861
Q2 2025 Reduced 4.55%
$0
$485,000 0.38% of portfolio
10,124
Q3 2025 Added 28.62%
$0
$475,000 0.37% of portfolio
8,337
Q4 2024 Reduced 98.25%
$0
$459,000 0.36% of portfolio
1,679
Q4 2024 Reduced 99.57%
$0
$470,000 0.36% of portfolio
10,338
Q2 2025 Reduced 5.49%
$0
$449,000 0.35% of portfolio
5,637
Q1 2025 Added 0.27%
$913B
$430,000 0.33% of portfolio
1,366
Q3 2025 Added 17.56%
$394B
$401,000 0.31% of portfolio
2,199
Q2 2025 New
$0
$403,000 0.31% of portfolio
6,000
Q4 2024 Reduced 98.29%
$386B
$371,000 0.29% of portfolio
1,603
Q4 2024 Reduced 99.44%
$0
$372,000 0.29% of portfolio
11,374
Q2 2025 Added 6.02%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $129 Million
  • Prior Value $120 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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