Life Planning Partners, Inc Portfolio Holdings
Life Planning Partners, Inc
- $120 Million
- Q2 2025
Life Planning Partners, Inc has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $120 Million distributed in 65 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 $25M, Ishares Tr with a value of $10.4M, Vanguard Total Stock Market Et with a value of $8.62M, Ishares Short Term National Mu with a value of $5.47M, and Vanguard Ftse Developed Market with a value of $5.27M.
Examining the 13F form we can see an increase of $11.5M in the current position value, from $108M to 120M.
Below you can find more details about Life Planning Partners, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$120 Million
ETFs: $111 Million
Industrials: $2.33 Million
Consumer Cyclical: $999,000
Financial Services: $909,000
Technology: $832,000
Healthcare: $297,000
Energy: $262,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|