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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25 Million 20.89% of portfolio
185,429
Q2 2025 Reduced 0.43%
$0
$10.4 Million 8.72% of portfolio
125,172
Q2 2025 Added 2.83%
$0
$8.62 Million 7.19% of portfolio
28,366
Q2 2025 Added 1.46%
$0
$5.47 Million 4.57% of portfolio
51,484
Q2 2025 Reduced 7.79%
$0
$5.27 Million 4.4% of portfolio
92,457
Q2 2025 Added 0.05%
$0
$4.54 Million 3.78% of portfolio
84,554
Q2 2025 Added 1.59%
$0
$4.18 Million 3.48% of portfolio
39,969
Q2 2025 Added 3.35%
$0
$4 Million 3.33% of portfolio
86,460
Q2 2025 Reduced 6.86%
$0
$3.53 Million 2.94% of portfolio
87,061
Q4 2024 Reduced 97.07%
$0
$2.63 Million 2.19% of portfolio
26,099
Q2 2025 Added 112.29%
$0
$2.54 Million 2.12% of portfolio
51,315
Q2 2025 Added 4.51%
$0
$2.5 Million 2.08% of portfolio
10,547
Q2 2025 Reduced 3.68%
$0
$2.34 Million 1.95% of portfolio
34,934
Q2 2025 Added 14.45%
$0
$2.31 Million 1.93% of portfolio
27,880
Q2 2025 Reduced 6.01%
$0
$2.32 Million 1.93% of portfolio
24,491
Q4 2024 Reduced 98.92%
$0
$1.85 Million 1.54% of portfolio
53,407
Q2 2025 Added 8.35%
$0
$1.67 Million 1.39% of portfolio
21,592
Q2 2025 Reduced 3.17%
$0
$1.58 Million 1.32% of portfolio
31,237
Q2 2025 Added 10.05%
$0
$1.5 Million 1.25% of portfolio
30,557
Q2 2025 Added 6.52%
$0
$1.4 Million 1.17% of portfolio
18,896
Q2 2025 Added 15.01%
$0
$1.37 Million 1.15% of portfolio
46,761
Q2 2025 Added 0.01%
$0
$1.29 Million 1.08% of portfolio
16,685
Q2 2025 Added 32.98%
$0
$1.29 Million 1.07% of portfolio
29,186
Q2 2025 Added 4.1%
$96.6B
$1.23 Million 1.03% of portfolio
1,765
Q2 2025 New
$0
$1.16 Million 0.97% of portfolio
8,631
Q2 2025 Reduced 22.5%
$0
$1.15 Million 0.96% of portfolio
15,631
Q2 2025 Reduced 1.54%
$0
$1.14 Million 0.95% of portfolio
42,277
Q2 2025 Reduced 1.39%
$0
$1.02 Million 0.85% of portfolio
15,245
Q2 2025 Added 0.03%
$0
$1.01 Million 0.84% of portfolio
1,630
Q2 2025 Added 0.06%
$1.08T
$999,000 0.83% of portfolio
3,145
Q2 2025 Added 1.81%
$0
$881,000 0.73% of portfolio
8,046
Q2 2025 Reduced 10.1%
$14.5B
$806,000 0.67% of portfolio
6,385
Q4 2024 Reduced 99.24%
$0
$687,000 0.57% of portfolio
3,525
Q2 2025 Reduced 1.95%
$0
$663,000 0.55% of portfolio
14,383
Q2 2025 Reduced 3.03%
$0
$658,000 0.55% of portfolio
3,724
Q2 2025 Added 9.76%
$381B
$573,000 0.48% of portfolio
12,114
Q2 2025 Reduced 4.94%
$0
$539,000 0.45% of portfolio
6,861
Q2 2025 Reduced 4.55%
$0
$486,000 0.41% of portfolio
11,373
Q2 2025 Added 1.07%
$0
$464,000 0.39% of portfolio
8,337
Q4 2024 Reduced 98.25%
$0
$440,000 0.37% of portfolio
10,338
Q2 2025 Reduced 5.49%
$0
$436,000 0.36% of portfolio
5,637
Q1 2025 Added 0.27%
$0
$425,000 0.35% of portfolio
4,596
Q2 2025 Reduced 19.76%
$0
$413,000 0.34% of portfolio
1,679
Q4 2024 Reduced 99.57%
$0
$372,000 0.31% of portfolio
6,000
Q4 2024 Reduced 98.29%
$0
$373,000 0.31% of portfolio
7,871
Q2 2025 Added 51.37%
$0
$353,000 0.29% of portfolio
11,374
Q2 2025 Added 6.02%
$859B
$336,000 0.28% of portfolio
1,162
Q2 2025 Added 9.42%
$0
$325,000 0.27% of portfolio
3,658
Q2 2025 Added 10.21%
$0
$308,000 0.26% of portfolio
3,885
Q4 2024 Reduced 98.46%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $120 Million
  • Prior Value $108 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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