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 Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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