Partners in Financial Planning
CIK: 0002054264SEC EDGAR →
Portfolio Value
$590.6M
Holdings
115
As of
Q4 2025
New Positions
9
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 984,315 | $72.9M | 12.34% |
| 2 | VANGUARD INDEX FDS | 134,018 | $65.4M | 11.07% |
| 3 | VANGUARD INDEX FDS | 304,877 | $58.2M | 9.86% |
| 4 | VANGUARD CHARLOTTE FDS | 1,163,482 | $56.2M | 9.52% |
| 5 | VANGUARD TAX-MANAGED FDS | 777,465 | $48.6M | 8.22% |
| 6 | VANGUARD BD INDEX FDS | 465,429 | $36.7M | 6.21% |
| 7 | VANGUARD INDEX FDS | 101,609 | $21.5M | 3.64% |
| 8 | VANGUARD INDEX FDS | 66,046 | $20.0M | 3.38% |
| 9 | VANGUARD INTL EQUITY INDEX F | 307,263 | $16.5M | 2.80% |
| 10 | VANGUARD INTL EQUITY INDEX F | 106,656 | $15.3M | 2.59% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 73 | $560.6M | 94.9% |
| Industrials | 7 | $6.0M | 1.0% |
| Technology | 6 | $4.4M | 0.7% |
| Consumer Cyclical | 5 | $4.3M | 0.7% |
| Healthcare | 8 | $3.7M | 0.6% |
| Energy | 4 | $3.5M | 0.6% |
| Unknown | 3 | $2.3M | 0.4% |
| Communication Services | 3 | $2.0M | 0.3% |
| Consumer Defensive | 2 | $1.3M | 0.2% |
| Basic Materials | 1 | $1.2M | 0.2% |
| Utilities | 2 | $816K | 0.1% |
| Real Estate | 1 | $453K | 0.1% |