Life Planning Partners, Inc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Life Planning Partners, Inc reported 71 stock positions worth $134.5 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 19.7% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 7.9%) and VG Morningstar TS MKT ETF-US (VTI, 6.3%). Compared with Q1 2026, it opened 6 new positions, sold out of 3, added to 10 and reduced 38. The biggest buy was a new position in Vanguard Total Intl Stock (VXUS) and the biggest sale Tesla (TSLA, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- JACKSONVILLE, FL
- CIK
- 0001910934
- Portfolio Value
- $134.5M (Q2 2026)
- SEC Filing
- 0001910934-26-000004 ↗ filed Jul 22, 2026
Holdings Value
Holdings 71 stocks · $134.5M
| ITOT iShares Core S&P Total U.S. | 19.74% | 161,686 | $26.6M | Reduce -8.4% |
| IEFA iShares Core MSCI Eafe ETF | 7.88% | 109,808 | $10.6M | Reduce -7.7% |
| VTI VG Morningstar TS MKT ETF-US | 6.34% | 23,054 | $8.5M | Reduce -2.3% |
| IEMG iShares Core MSCI Emerging | 4.56% | 74,126 | $6.1M | Reduce -8.9% |
| VEA Vanguard Ftse Developed ETF | 4.28% | 80,913 | $5.8M | Reduce -8.3% |
| SUB iShares Short-Term National | 3.99% | 50,465 | $5.4M | Reduce -7.5% |
| MUB iShares National Muni Bond E | 3.35% | 41,843 | $4.5M | Reduce -0.8% |
| CLIP Global X 1-3 Month T-Bill | 2.73% | 36,541 | $3.7M | Add +2.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.54% | 67,750 | $3.4M | No change |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.46% | 71,639 | $3.3M | Reduce -12.0% |
| VWO Vanguard Ftse Emerging Marke | 2.07% | 46,606 | $2.8M | Reduce -7.1% |
| IUSV iShares Core S&P U.S. Value | 2.01% | 24,491 | $2.7M | No change |
| DFUS Dimensional US Eq MKT ETF | 1.94% | 31,872 | $2.6M | Reduce -5.4% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 1.90% | 50,869 | $2.6M | Add +2.0% |
| AVUS Avantis U.S. Equity ETF | 1.84% | 19,373 | $2.5M | Reduce -7.7% |
| VCIT Vanguard Int-Term Corporate | 1.61% | 26,140 | $2.2M | Reduce -4.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.54% | 6,829 | $2.1M | Reduce -21.8% |
| DFAI Dimensional International Co. | 1.48% | 48,146 | $2.0M | Reduce -7.0% |
| FMUN Fidelity System Muni BND ETF | 1.44% | 38,530 | $1.9M | Reduce -13.9% |
| AVRE Avantis Real Estate ETF | 1.35% | 38,336 | $1.8M | Reduce -2.8% |
| DFAX Dimensional World Ex US Core | 1.17% | 42,736 | $1.6M | Reduce -7.7% |
| BIV Vanguard Intermediate-Term B | 1.10% | 19,219 | $1.5M | Reduce -7.9% |
| AVDE Avantis International Equity | 1.01% | 15,250 | $1.4M | Reduce -31.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.00% | 3,929 | $1.4M | Reduce -23.6% |
| AVIG Avantis Core Fixed Income | 0.98% | 31,799 | $1.3M | Reduce -0.9% |
| XPO Xpo Inc. | 0.97% | 6,385 | $1.3M | No change |
| IVV iShares Core S&P 500 ETF | 0.94% | 1,681 | $1.3M | Reduce -7.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.86% | 13,886 | $1.2M | Reduce -6.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.84% | 22,291 | $1.1M | Reduce -7.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.83% | 10,185 | $1.1M | Add +17.3% |
| BND Vanguard Total Bond Market | 0.82% | 15,039 | $1.1M | Reduce -4.1% |
| FREL Fidelity MSCI RL Est Indx | 0.81% | 37,232 | $1.1M | Reduce -8.9% |
| IXUS iShares Core Intl Stock ETF | 0.78% | 11,061 | $1.1M | Reduce -5.2% |
| PH Parker Hannifin Corp. | 0.78% | 1,072 | $1.0M | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.70% | 18,901 | $941K | Reduce -3.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.64% | 3,557 | $864K | Reduce -3.0% |
| VXUS Vanguard Total Intl Stock | 0.64% | 9,997 | $855K | New |
| VSS Vanguard Ftse All Wo X-US SC | 0.63% | 5,522 | $852K | Reduce -15.8% |
| GOOG Alphabet Inc. Class C | 0.61% | 2,341 | $827K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.60% | 3,713 | $809K | Reduce -0.3% |
| CMF iShares California Muni Bond | 0.46% | 10,644 | $614K | Add +27.7% |
| SPEM State Street SP PTF Em ETF | 0.44% | 11,466 | $594K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.39% | 6,733 | $525K | Reduce -1.9% |
| VGK Vanguard Ftse Europe ETF | 0.37% | 5,637 | $499K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.37% | 10,338 | $497K | No change |
| DFNM Dimensional National Muni BD | 0.35% | 9,784 | $473K | Reduce -2.8% |
| EWX State Street SPDR S&P Emergi | 0.33% | 6,000 | $446K | No change |
| BAC Bank of America Corp. | 0.32% | 7,520 | $429K | Reduce -4.0% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.32% | 9,548 | $428K | Reduce -20.9% |
| AGG iShares Core U.S. Aggregate | 0.31% | 4,199 | $416K | Add +18.1% |
| DFIC Dimensional International Co. | 0.30% | 10,992 | $410K | Add +0.3% |
| ABBV Abbvie Inc. | 0.30% | 1,603 | $403K | No change |
| ORCL Oracle Corp. | 0.30% | 2,720 | $399K | New |
| AVDV Avantis Intl S/C Value ETF | 0.28% | 3,605 | $371K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.27% | 4,621 | $365K | Add +0.3% |
| IWY iShares Russell Top 200 Grow | 0.25% | 1,142 | $332K | No change |
| VNQ Vanguard Real Estate ETF | 0.23% | 3,226 | $311K | Add +0.0% |
| GXO Gxo Logistics Inc. | 0.23% | 6,055 | $307K | No change |
| AVIV Avantis Intl LRG Cap Val ETF | 0.23% | 3,920 | $303K | No change |
| MSFT Microsoft Corp. | 0.21% | 759 | $283K | Add +2.7% |
| AMD Advanced Micro Devices | 0.21% | 485 | $282K | New |
| IJS iShares S&P Small-Cap 600 Va | 0.21% | 2,042 | $279K | Reduce -3.4% |
| TSLA Tesla Inc. | 0.21% | 658 | $277K | Reduce -76.5% |
| JPM JPMorgan Chase & Co. | 0.19% | 769 | $252K | Reduce -33.8% |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 2,143 | $250K | Add +4.6% |
| AAPL Apple Inc. | 0.18% | 858 | $248K | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.18% | 4,979 | $240K | No change |
| CAT Caterpillar Inc. | 0.17% | 215 | $229K | New |
| DFIV Dimensional International Va | 0.15% | 3,811 | $206K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.15% | 2,366 | $204K | New |
| VTES Vanguard SH Term Tax-Ex Bond | 0.15% | 2,000 | $203K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| TSLA Tesla Inc. | Reduce -76.5% | 0.21% | −0.59 |
| SUB iShares Short-Term National | Reduce -7.5% | 3.99% | −0.44 |
| AVDE Avantis International Equity | Reduce -31.5% | 1.01% | −0.43 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -12.0% | 2.46% | −0.41 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -7.7% | 7.88% | −0.34 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.29 |
| FMUN Fidelity System Muni BND ETF | Reduce -13.9% | 1.44% | −0.25 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -21.8% | 1.54% | −0.21 |
| AVES Avantis Emerging Markets Val | Sold out | 0.00% | −0.19 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -23.6% | 1.00% | −0.17 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.16 |
| BIV Vanguard Intermediate-Term B | Reduce -7.9% | 1.10% | −0.13 |
| VCIT Vanguard Int-Term Corporate | Reduce -4.1% | 1.61% | −0.12 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -15.8% | 0.63% | −0.10 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -20.9% | 0.32% | −0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -7.0% | 0.84% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -33.8% | 0.19% | −0.07 |
| MUB iShares National Muni Bond E | Reduce -0.8% | 3.35% | −0.07 |
| DFAI Dimensional International Co. | Reduce -7.0% | 1.48% | −0.06 |
| BND Vanguard Total Bond Market | Reduce -4.1% | 0.82% | −0.06 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -3.5% | 0.70% | −0.05 |
| AVIG Avantis Core Fixed Income | Reduce -0.9% | 0.98% | −0.04 |
| DFAX Dimensional World Ex US Core | Reduce -7.7% | 1.17% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -8.3% | 4.28% | −0.03 |
| FREL Fidelity MSCI RL Est Indx | Reduce -8.9% | 0.81% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.9% | 0.39% | −0.02 |
| DFNM Dimensional National Muni BD | Reduce -2.8% | 0.35% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -7.1% | 2.07% | −0.00 |
| IXUS iShares Core Intl Stock ETF | Reduce -5.2% | 0.78% | +0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -3.4% | 0.21% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -6.1% | 0.86% | +0.02 |
| AVRE Avantis Real Estate ETF | Reduce -2.8% | 1.35% | +0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -7.9% | 0.94% | +0.03 |
| BAC Bank of America Corp. | Reduce -4.0% | 0.32% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.0% | 0.64% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.3% | 0.60% | +0.04 |
| AVUS Avantis U.S. Equity ETF | Reduce -7.7% | 1.84% | +0.06 |
| DFUS Dimensional US Eq MKT ETF | Reduce -5.4% | 1.94% | +0.12 |
| IEMG iShares Core MSCI Emerging | Reduce -8.9% | 4.56% | +0.23 |
| ITOT iShares Core S&P Total U.S. | Reduce -8.4% | 19.74% | +0.55 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.3% | 6.34% | +0.56 |
Portfolio Buys Q1 2026 → Q2 2026
| VXUS Vanguard Total Intl Stock | New | 0.64% | +0.64 |
| GOOG Alphabet Inc. Class C | New | 0.61% | +0.61 |
| ORCL Oracle Corp. | New | 0.30% | +0.30 |
| AMD Advanced Micro Devices | New | 0.21% | +0.21 |
| CAT Caterpillar Inc. | New | 0.17% | +0.17 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.15% | +0.15 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +17.3% | 0.83% | +0.10 |
| CMF iShares California Muni Bond | Add +27.7% | 0.46% | +0.09 |
| AGG iShares Core U.S. Aggregate | Add +18.1% | 0.31% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +0.0% | 0.23% | +0.01 |
| DFIC Dimensional International Co. | Add +0.3% | 0.30% | +0.01 |
| CLIP Global X 1-3 Month T-Bill | Add +2.8% | 2.73% | +0.00 |
| MSFT Microsoft Corp. | Add +2.7% | 0.21% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.3% | 0.27% | −0.01 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +2.0% | 1.90% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +4.6% | 0.19% | −0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 71 | $134.5M | ITOT, IEFA, VTI, IEMG, VEA |
| Q1 2026 | 68 | $131.0M | ITOT, IEFA, VTI, SUB, IEMG |
| Q4 2025 | 66 | $130.6M | ITOT, IEFA, VTI, SUB, IEMG |
| Q3 2025 | 70 | $136.9M | ITOT, IEFA, VTI, SUB, IEMG |
| Q2 2025 | 65 | $125.6M | ITOT, IEFA, VTI, SUB, VEA |
| Q1 2025 | 61 | $110.4M | ITOT, IEFA, VTI, SUB, VEA |
| Q4 2024Amended | 59 | $108.1M | ITOT, IEFA, VTI, SUB, IUSB |
| Q3 2024 | 60 | $112.0M | ITOT, IEFA, VTI, SUB, VEA |
| Q2 2024 | 62 | $110.2M | ITOT, IEFA, VTI, SUB, VEA |
| Q1 2024 | 61 | $100.4M | ITOT, IEFA, VTI, SUB, IUSB |