Life Planning Partners, Inc
CIK: 0001910934SEC EDGAR →
Portfolio Value
$130.6B
Holdings
66
As of
Q4 2025
New Positions
66
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 176,621 | $26.3B | 20.12% |
| 2 | ISHARES TR | 119,055 | $10.7B | 8.16% |
| 3 | VANGUARD INDEX FDS | 23,760 | $8.0B | 6.10% |
| 4 | ISHARES TR | 54,624 | $5.8B | 4.46% |
| 5 | ISHARES INC | 80,173 | $5.4B | 4.13% |
| 6 | VANGUARD TAX-MANAGED FDS | 85,612 | $5.3B | 4.10% |
| 7 | ISHARES TR | 40,079 | $4.3B | 3.29% |
| 8 | ISHARES TR | 81,589 | $3.8B | 2.91% |
| 9 | GLOBAL X FDS | 35,474 | $3.6B | 2.72% |
| 10 | SPDR INDEX SHS FDS | 68,210 | $3.0B | 2.32% |
Quarterly Changes
New Positions (66)
$26.3B · 177K shares
$10.7B · 119K shares
$8.0B · 24K shares
$5.8B · 55K shares
$5.4B · 80K shares
$5.3B · 86K shares
$4.3B · 40K shares
$3.8B · 82K shares
$3.6B · 35K shares
$3.0B · 68K shares
$2.7B · 50K shares
$2.5B · 24K shares
$2.4B · 33K shares
$2.4B · 47K shares
$2.4B · 48K shares
$2.3B · 28K shares
$2.3B · 20K shares
$2.2B · 8K shares
$1.8B · 47K shares
$1.7B · 20K shares
$1.6B · 21K shares
$1.5B · 35K shares
$1.5B · 46K shares
$1.4B · 5K shares
$1.3B · 31K shares
$1.3B · 3K shares
$1.2B · 2K shares
$1.2B · 24K shares
$1.2B · 1K shares
$1.2B · 16K shares
$1.1B · 42K shares
$1.1B · 15K shares
$993.0M · 7K shares
$990.0M · 12K shares
$976.0M · 20K shares
$964.0M · 9K shares
$867.0M · 6K shares
$776.0M · 4K shares
$711.0M · 4K shares
$598.0M · 13K shares
$540.0M · 7K shares
$536.0M · 11K shares
$485.0M · 10K shares
$479.0M · 8K shares
$471.0M · 6K shares
$470.0M · 10K shares
$440.0M · 1K shares
$430.0M · 8K shares
$393.0M · 6K shares
$377.0M · 11K shares
$376.0M · 5K shares
$366.0M · 2K shares
$364.0M · 2K shares
$339.0M · 3K shares
$338.0M · 4K shares
$318.0M · 6K shares
$316.0M · 1K shares
$285.0M · 3K shares
$279.0M · 4K shares
$279.0M · 2K shares
$254.0M · 526 shares
$240.0M · 2K shares
$240.0M · 4K shares
$233.0M · 858 shares
$203.0M · 2K shares
$200.0M · 410 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 56 | $114.8B | 87.9% |
| Unknown | 1 | $10.7B | 8.2% |
| Industrials | 3 | $2.4B | 1.8% |
| Consumer Cyclical | 1 | $1.3B | 1.0% |
| Technology | 3 | $851.0M | 0.7% |
| Healthcare | 1 | $366.0M | 0.3% |
| Energy | 1 | $279.0M | 0.2% |