Life Planning Partners, Inc
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Life Planning Partners, Inc reported 65 stock positions worth $125.6 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 19.9% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 8.3%) and VG Morningstar TS MKT ETF-US (VTI, 6.9%). Compared with Q1 2025, it opened 6 new positions, sold out of 2, added to 27 and reduced 19. The biggest buy was a new position in Fidelity System Muni BND ETF (FMUN) and the biggest sale iShares Short-Term National (SUB, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- JACKSONVILLE, FL
- CIK
- 0001910934
- Portfolio Value
- $125.6M (Q2 2025)
- SEC Filing
- 0001085146-25-003995 ↗ filed Jul 21, 2025
Holdings Value
Holdings 65 stocks · $125.6M
| ITOT iShares Core S&P Total U.S. | 19.93% | 185,429 | $25.0M | Reduce -0.4% |
| IEFA iShares Core MSCI Eafe ETF | 8.32% | 125,172 | $10.4M | Add +2.8% |
| VTI VG Morningstar TS MKT ETF-US | 6.86% | 28,366 | $8.6M | Add +1.5% |
| SUB iShares Short-Term National | 4.36% | 51,484 | $5.5M | Reduce -7.8% |
| VEA Vanguard Ftse Developed ETF | 4.20% | 92,457 | $5.3M | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 4.04% | 84,554 | $5.1M | Add +1.6% |
| MUB iShares National Muni Bond E | 3.32% | 39,969 | $4.2M | Add +3.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.18% | 86,460 | $4.0M | Reduce -6.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.81% | 87,061 | $3.5M | No change |
| FMUN Fidelity System Muni BND ETF | 2.23% | 57,504 | $2.8M | New |
| AVUS Avantis U.S. Equity ETF | 2.09% | 26,099 | $2.6M | Add +112.3% |
| VWO Vanguard Ftse Emerging Marke | 2.02% | 51,315 | $2.5M | Add +4.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.99% | 10,547 | $2.5M | Reduce -3.7% |
| DFUS Dimensional US Eq MKT ETF | 1.86% | 34,934 | $2.3M | Add +14.4% |
| IUSV iShares Core S&P U.S. Value | 1.84% | 24,491 | $2.3M | No change |
| VCIT Vanguard Int-Term Corporate | 1.84% | 27,880 | $2.3M | Reduce -6.0% |
| DFAI Dimensional International Co. | 1.47% | 53,407 | $1.8M | Add +8.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.45% | 6,373 | $1.8M | Reduce -5.4% |
| CLIP Global X 1-3 Month T-Bill | 1.34% | 16,715 | $1.7M | Add +29.0% |
| BIV Vanguard Intermediate-Term B | 1.33% | 21,592 | $1.7M | Reduce -3.2% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 1.26% | 31,237 | $1.6M | Add +10.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.19% | 30,557 | $1.5M | Add +6.5% |
| AVDE Avantis International Equity | 1.11% | 18,896 | $1.4M | Add +15.0% |
| DFAX Dimensional World Ex US Core | 1.09% | 46,761 | $1.4M | Add +0.0% |
| IXUS iShares Core Intl Stock ETF | 1.03% | 16,685 | $1.3M | Add +33.0% |
| AVRE Avantis Real Estate ETF | 1.03% | 29,186 | $1.3M | Add +4.1% |
| PH Parker Hannifin Corp. | 0.98% | 1,765 | $1.2M | New |
| VSS Vanguard Ftse All Wo X-US SC | 0.92% | 8,631 | $1.2M | Reduce -22.5% |
| BND Vanguard Total Bond Market | 0.92% | 15,631 | $1.2M | Reduce -1.5% |
| FREL Fidelity MSCI RL Est Indx | 0.91% | 42,277 | $1.1M | Reduce -1.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.82% | 15,245 | $1.0M | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 0.81% | 1,630 | $1.0M | Add +0.1% |
| TSLA Tesla Inc. | 0.80% | 3,145 | $999K | Add +1.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.70% | 8,046 | $882K | Reduce -10.1% |
| XPO Xpo Inc. | 0.64% | 6,385 | $806K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.55% | 13,976 | $697K | Reduce -2.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.55% | 3,525 | $687K | Reduce -1.9% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.53% | 14,383 | $664K | Reduce -3.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.52% | 3,724 | $658K | Add +9.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.46% | 12,114 | $573K | Reduce -4.9% |
| BSV Vanguard Short-Term Bond ETF | 0.43% | 6,861 | $540K | Reduce -4.5% |
| SPEM State Street SP PTF Em ETF | 0.39% | 11,373 | $486K | Add +1.1% |
| CMF iShares California Muni Bond | 0.37% | 8,337 | $465K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.35% | 10,338 | $440K | Reduce -5.5% |
| VGK Vanguard Ftse Europe ETF | 0.35% | 5,637 | $437K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.34% | 4,596 | $426K | Reduce -19.8% |
| IWY iShares Russell Top 200 Grow | 0.33% | 1,679 | $414K | No change |
| DFNM Dimensional National Muni BD | 0.30% | 7,871 | $373K | Add +51.4% |
| EWX State Street SPDR S&P Emergi | 0.30% | 6,000 | $372K | No change |
| DFIC Dimensional International Co. | 0.28% | 11,374 | $354K | Add +6.0% |
| JPM JPMorgan Chase & Co. | 0.27% | 1,162 | $337K | Add +9.4% |
| VNQ Vanguard Real Estate ETF | 0.26% | 3,658 | $326K | Add +10.2% |
| AVDV Avantis Intl S/C Value ETF | 0.25% | 3,885 | $308K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 2,199 | $300K | New |
| ABBV Abbvie Inc. | 0.24% | 1,603 | $298K | No change |
| GXO Gxo Logistics Inc. | 0.23% | 6,055 | $295K | No change |
| MSFT Microsoft Corp. | 0.23% | 591 | $294K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.22% | 3,466 | $276K | Reduce -4.7% |
| CVX Chevron Corp. | 0.21% | 1,831 | $262K | Add +22.6% |
| VXUS Vanguard Total Intl Stock | 0.21% | 3,757 | $260K | New |
| IJS iShares S&P Small-Cap 600 Va | 0.21% | 2,596 | $258K | No change |
| AVIV Avantis Intl LRG Cap Val ETF | 0.19% | 3,920 | $244K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 815 | $240K | New |
| AVES Avantis Emerging Markets Val | 0.18% | 4,130 | $221K | New |
| AGG iShares Core U.S. Aggregate | 0.17% | 2,124 | $211K | Add +0.2% |
Portfolio Sells Q1 2025 → Q2 2025
| SUB iShares Short-Term National | Reduce -7.8% | 4.36% | −0.98 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -6.9% | 3.18% | −0.69 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.4% | 19.93% | −0.64 |
| VCIT Vanguard Int-Term Corporate | Reduce -6.0% | 1.84% | −0.36 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -22.5% | 0.92% | −0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.23 |
| BIV Vanguard Intermediate-Term B | Reduce -3.2% | 1.33% | −0.22 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.7% | 1.99% | −0.21 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.20 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -10.1% | 0.70% | −0.18 |
| FREL Fidelity MSCI RL Est Indx | Reduce -1.4% | 0.91% | −0.16 |
| BND Vanguard Total Bond Market | Reduce -1.5% | 0.92% | −0.14 |
| EMB iShares JP Morgan Usd Emergi | Reduce -19.8% | 0.34% | −0.13 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -5.4% | 1.45% | −0.12 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -2.7% | 0.55% | −0.09 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.5% | 0.43% | −0.08 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.9% | 0.55% | −0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.7% | 0.22% | −0.04 |
| BAC Bank of America Corp. | Reduce -4.9% | 0.46% | −0.03 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -3.0% | 0.53% | −0.01 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -5.5% | 0.35% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| FMUN Fidelity System Muni BND ETF | New | 2.23% | +2.23 |
| AVUS Avantis U.S. Equity ETF | Add +112.3% | 2.09% | +1.07 |
| PH Parker Hannifin Corp. | New | 0.98% | +0.98 |
| PLTR Palantir Technologies Inc. Class A | New | 0.24% | +0.24 |
| IXUS iShares Core Intl Stock ETF | Add +33.0% | 1.03% | +0.23 |
| VXUS Vanguard Total Intl Stock | New | 0.21% | +0.21 |
| DFUS Dimensional US Eq MKT ETF | Add +14.4% | 1.86% | +0.19 |
| IBM Intl Business Machines Corp. | New | 0.19% | +0.19 |
| AVES Avantis Emerging Markets Val | New | 0.18% | +0.18 |
| CLIP Global X 1-3 Month T-Bill | Add +29.0% | 1.34% | +0.16 |
| AVDE Avantis International Equity | Add +15.0% | 1.11% | +0.13 |
| DFAI Dimensional International Co. | Add +8.3% | 1.47% | +0.08 |
| DFNM Dimensional National Muni BD | Add +51.4% | 0.30% | +0.07 |
| TSLA Tesla Inc. | Add +1.8% | 0.80% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +9.4% | 0.27% | +0.03 |
| DFIC Dimensional International Co. | Add +6.0% | 0.28% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +4.5% | 2.02% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +9.8% | 0.52% | −0.01 |
| VNQ Vanguard Real Estate ETF | Add +10.2% | 0.26% | −0.01 |
| SPEM State Street SP PTF Em ETF | Add +1.1% | 0.39% | −0.01 |
| DFAX Dimensional World Ex US Core | Add +0.0% | 1.09% | −0.02 |
| CVX Chevron Corp. | Add +22.6% | 0.21% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.8% | 8.32% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.0% | 0.82% | −0.02 |
| AGG iShares Core U.S. Aggregate | Add +0.2% | 0.17% | −0.02 |
| IVV iShares Core S&P 500 ETF | Add +0.1% | 0.81% | −0.02 |
| IEMG iShares Core MSCI Emerging | Add +1.6% | 4.04% | −0.03 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +10.1% | 1.26% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 4.20% | −0.06 |
| AVRE Avantis Real Estate ETF | Add +4.1% | 1.03% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.5% | 6.86% | −0.10 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +6.5% | 1.19% | −0.10 |
| MUB iShares National Muni Bond E | Add +3.4% | 3.32% | −0.37 |
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 |