Partners In Financial Planning Portfolio Holdings

Partners In Financial Planning

  • $542 Billion
  • Q2 2025

Partners In Financial Planning has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $542 Billion distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $66.3B, Vanguard Growth ETF with a value of $62.3B, Vanguard Value ETF with a value of $53.1B, Vanguard Total International B with a value of $50.5B, and Vanguard Ftse Developed Market with a value of $44.4B.

Examining the 13F form we can see an increase of $44.7B in the current position value, from $498B to 542B.

Partners In Financial Planning is based out at Salem, VA

Below you can find more details about Partners In Financial Planning portfolio as well as his latest detailed transactions.

Portfolio value $542 Billion
ETFs: $515 Billion
Industrials: $3.94 Billion
Consumer Cyclical: $3.88 Billion
Healthcare: $3.34 Billion
Energy: $3.3 Billion
Technology: $3.25 Billion
Financial Services: $2.46 Billion
Consumer Defensive: $1.71 Billion
Other: $2.98 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.26T
$1.35 Billion 0.25% of portfolio
6,132
Q2 2021 Reduced 94.44%
$442B
$1.36 Billion 0.25% of portfolio
12,623
Q2 2021 Added 27.51%
$3.69T
$1.34 Billion 0.25% of portfolio
6,528
Q2 2025 Added 0.02%
$3.95T
$1.28 Billion 0.24% of portfolio
2,569
Q3 2021 Added 1.62%
$1.08T
$972 Million 0.18% of portfolio
3,061
Q2 2025 New
$621B
$811 Million 0.15% of portfolio
1,669
Q3 2021 Added 2.69%
$306B
$658 Million 0.12% of portfolio
2,556
Q2 2025 Reduced 32.35%
$368B
$641 Million 0.12% of portfolio
4,023
Q2 2025 Added 0.15%
$281B
$609 Million 0.11% of portfolio
6,231
Q2 2021 Reduced 73.74%
$222B
$471 Million 0.09% of portfolio
1,612
Q3 2021 Added 0.62%
$229B
$428 Million 0.08% of portfolio
3,145
Q1 2025 Added 37.46%
$1.21T
$432 Million 0.08% of portfolio
2,449
Q2 2025 Added 0.66%
$1.24T
$458 Million 0.08% of portfolio
2,580
Q2 2021 Reduced 94.46%
$261B
$458 Million 0.08% of portfolio
2,515
Q2 2021 Added 14.91%
$1.78T
$455 Million 0.08% of portfolio
617
Q2 2021 Reduced 2.76%
$452B
$411 Million 0.08% of portfolio
2,690
Q2 2025 Reduced 4.44%
$351B
$244 Million 0.05% of portfolio
1,316
Q3 2024 Added 7.17%
$229B
$228 Million 0.04% of portfolio
1,559
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $542 Billion
  • Prior Value $498 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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