Life Planning Partners, Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), Life Planning Partners, Inc reported 66 stock positions worth $130.6 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 20.1% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 8.2%) and VG Morningstar TS MKT ETF-US (VTI, 6.1%). Compared with Q3 2025, it opened 1 new position, sold out of 5, added to 15 and reduced 36. The biggest buy was Global X 1-3 Month T-Bill (CLIP, shares +17%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- JACKSONVILLE, FL
- CIK
- 0001910934
- Portfolio Value
- $130.6M (Q4 2025)
- SEC Filing
- 0001910934-26-000001 ↗ filed Jan 16, 2026
Holdings Value
Holdings 66 stocks · $130.6M
| ITOT iShares Core S&P Total U.S. | 20.12% | 176,621 | $26.3M | Reduce -4.7% |
| IEFA iShares Core MSCI Eafe ETF | 8.16% | 119,055 | $10.7M | Reduce -5.3% |
| VTI VG Morningstar TS MKT ETF-US | 6.10% | 23,760 | $8.0M | Reduce -15.7% |
| SUB iShares Short-Term National | 4.46% | 54,624 | $5.8M | Add +2.8% |
| IEMG iShares Core MSCI Emerging | 4.13% | 80,173 | $5.4M | Reduce -6.7% |
| VEA Vanguard Ftse Developed ETF | 4.10% | 85,612 | $5.3M | Reduce -6.4% |
| MUB iShares National Muni Bond E | 3.29% | 40,079 | $4.3M | Add +0.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.91% | 81,589 | $3.8M | Reduce -1.4% |
| CLIP Global X 1-3 Month T-Bill | 2.72% | 35,474 | $3.6M | Add +17.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.32% | 68,210 | $3.0M | Reduce -21.1% |
| VWO Vanguard Ftse Emerging Marke | 2.04% | 49,513 | $2.7M | Reduce -2.9% |
| IUSV iShares Core S&P U.S. Value | 1.92% | 24,491 | $2.5M | No change |
| DFUS Dimensional US Eq MKT ETF | 1.86% | 32,731 | $2.4M | Reduce -6.3% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 1.84% | 47,297 | $2.4M | Add +31.4% |
| FMUN Fidelity System Muni BND ETF | 1.84% | 47,706 | $2.4M | Reduce -11.0% |
| VCIT Vanguard Int-Term Corporate | 1.78% | 27,815 | $2.3M | Reduce -0.2% |
| AVUS Avantis U.S. Equity ETF | 1.73% | 20,169 | $2.3M | Reduce -26.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.66% | 8,381 | $2.2M | Reduce -19.2% |
| DFAI Dimensional International Co. | 1.36% | 46,732 | $1.8M | Reduce -15.4% |
| AVDE Avantis International Equity | 1.28% | 20,291 | $1.7M | Reduce -1.6% |
| BIV Vanguard Intermediate-Term B | 1.25% | 20,904 | $1.6M | Reduce -3.1% |
| AVRE Avantis Real Estate ETF | 1.18% | 35,433 | $1.5M | Add +12.0% |
| DFAX Dimensional World Ex US Core | 1.16% | 46,307 | $1.5M | Reduce -1.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.11% | 4,594 | $1.4M | Reduce -25.6% |
| AVIG Avantis Core Fixed Income | 1.01% | 31,349 | $1.3M | Add +3.0% |
| TSLA Tesla Inc. | 0.97% | 2,802 | $1.3M | Reduce -10.9% |
| IVV iShares Core S&P 500 ETF | 0.95% | 1,808 | $1.2M | Add +13.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.93% | 24,068 | $1.2M | Reduce -23.8% |
| PH Parker Hannifin Corp. | 0.89% | 1,326 | $1.2M | Reduce -16.4% |
| BND Vanguard Total Bond Market | 0.89% | 15,676 | $1.2M | Reduce -3.9% |
| FREL Fidelity MSCI RL Est Indx | 0.86% | 41,638 | $1.1M | Reduce -1.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.84% | 14,974 | $1.1M | Reduce -1.8% |
| VSS Vanguard Ftse All Wo X-US SC | 0.76% | 6,935 | $994K | Reduce -18.3% |
| IXUS iShares Core Intl Stock ETF | 0.76% | 11,699 | $990K | Reduce -25.7% |
| VUSB Vanguard Ultra Short Bond Et | 0.75% | 19,590 | $976K | Add +15.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.74% | 8,750 | $964K | Add +2.3% |
| XPO Xpo Inc. | 0.66% | 6,385 | $868K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.59% | 3,666 | $776K | Add +4.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.55% | 3,725 | $711K | Add +0.0% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.46% | 13,050 | $598K | Reduce -4.4% |
| BSV Vanguard Short-Term Bond ETF | 0.41% | 6,861 | $541K | No change |
| SPEM State Street SP PTF Em ETF | 0.41% | 11,466 | $537K | No change |
| DFNM Dimensional National Muni BD | 0.37% | 10,070 | $485K | Reduce -0.5% |
| CMF iShares California Muni Bond | 0.37% | 8,337 | $479K | No change |
| VGK Vanguard Ftse Europe ETF | 0.36% | 5,637 | $471K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.36% | 10,338 | $471K | No change |
| JPM JPMorgan Chase & Co. | 0.34% | 1,366 | $440K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 7,834 | $431K | Reduce -35.4% |
| EWX State Street SPDR S&P Emergi | 0.30% | 6,000 | $394K | No change |
| DFIC Dimensional International Co. | 0.29% | 10,960 | $378K | Reduce -3.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.29% | 4,728 | $377K | Add +36.4% |
| ABBV Abbvie Inc. | 0.28% | 1,603 | $366K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 2,052 | $365K | Reduce -6.7% |
| AGG iShares Core U.S. Aggregate | 0.26% | 3,399 | $339K | Add +59.2% |
| AVDV Avantis Intl S/C Value ETF | 0.26% | 3,605 | $339K | Reduce -7.2% |
| GXO Gxo Logistics Inc. | 0.24% | 6,055 | $319K | No change |
| IWY iShares Russell Top 200 Grow | 0.24% | 1,142 | $316K | Reduce -32.0% |
| VNQ Vanguard Real Estate ETF | 0.22% | 3,223 | $285K | Add +0.0% |
| CVX Chevron Corp. | 0.21% | 1,837 | $280K | Add +0.2% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.21% | 3,920 | $279K | No change |
| MSFT Microsoft Corp. | 0.19% | 526 | $254K | Reduce -11.0% |
| AVES Avantis Emerging Markets Val | 0.18% | 4,130 | $241K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.18% | 2,114 | $240K | Reduce -18.6% |
| AAPL Apple Inc. | 0.18% | 858 | $233K | No change |
| VTES Vanguard SH Term Tax-Ex Bond | 0.16% | 2,000 | $203K | Reduce -23.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.15% | 410 | $200K | New |
Portfolio Sells Q3 2025 → Q4 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -15.7% | 6.10% | −0.66 |
| AVUS Avantis U.S. Equity ETF | Reduce -26.4% | 1.73% | −0.45 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -21.1% | 2.32% | −0.38 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -25.6% | 1.11% | −0.28 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -19.2% | 1.66% | −0.27 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -23.8% | 0.93% | −0.23 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.21 |
| IXUS iShares Core Intl Stock ETF | Reduce -25.7% | 0.76% | −0.19 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.19 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.15 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.15 |
| BAC Bank of America Corp. | Reduce -35.4% | 0.33% | −0.13 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -18.3% | 0.76% | −0.12 |
| FMUN Fidelity System Muni BND ETF | Reduce -11.0% | 1.84% | −0.12 |
| DFAI Dimensional International Co. | Reduce -15.4% | 1.36% | −0.10 |
| IWY iShares Russell Top 200 Grow | Reduce -32.0% | 0.24% | −0.09 |
| TSLA Tesla Inc. | Reduce -10.9% | 0.97% | −0.06 |
| VTES Vanguard SH Term Tax-Ex Bond | Reduce -23.2% | 0.16% | −0.04 |
| MSFT Microsoft Corp. | Reduce -11.0% | 0.19% | −0.03 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -18.6% | 0.18% | −0.03 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -4.4% | 0.46% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -6.7% | 0.28% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -6.7% | 4.13% | −0.01 |
| FREL Fidelity MSCI RL Est Indx | Reduce -1.8% | 0.86% | −0.00 |
| BND Vanguard Total Bond Market | Reduce -3.9% | 0.89% | +0.00 |
| AVDV Avantis Intl S/C Value ETF | Reduce -7.2% | 0.26% | +0.01 |
| DFUS Dimensional US Eq MKT ETF | Reduce -6.3% | 1.86% | +0.01 |
| PH Parker Hannifin Corp. | Reduce -16.4% | 0.89% | +0.01 |
| BIV Vanguard Intermediate-Term B | Reduce -3.1% | 1.25% | +0.02 |
| DFNM Dimensional National Muni BD | Reduce -0.5% | 0.37% | +0.02 |
| DFIC Dimensional International Co. | Reduce -3.6% | 0.29% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.9% | 2.04% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.8% | 0.84% | +0.05 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.2% | 1.78% | +0.07 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -1.4% | 2.91% | +0.08 |
| DFAX Dimensional World Ex US Core | Reduce -1.0% | 1.16% | +0.09 |
| AVDE Avantis International Equity | Reduce -1.6% | 1.28% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Reduce -6.4% | 4.10% | +0.09 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -5.3% | 8.16% | +0.15 |
| ITOT iShares Core S&P Total U.S. | Reduce -4.7% | 20.12% | +0.41 |
Portfolio Buys Q3 2025 → Q4 2025
| CLIP Global X 1-3 Month T-Bill | Add +17.3% | 2.72% | +0.50 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +31.4% | 1.84% | +0.50 |
| SUB iShares Short-Term National | Add +2.8% | 4.46% | +0.32 |
| MUB iShares National Muni Bond E | Add +0.3% | 3.29% | +0.18 |
| IVV iShares Core S&P 500 ETF | Add +13.1% | 0.95% | +0.17 |
| AVRE Avantis Real Estate ETF | Add +12.0% | 1.18% | +0.15 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.15% | +0.15 |
| VUSB Vanguard Ultra Short Bond Et | Add +15.3% | 0.75% | +0.13 |
| AGG iShares Core U.S. Aggregate | Add +59.2% | 0.26% | +0.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +36.4% | 0.29% | +0.09 |
| AVIG Avantis Core Fixed Income | Add +3.0% | 1.01% | +0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +4.0% | 0.59% | +0.06 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +2.3% | 0.74% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.0% | 0.55% | +0.04 |
| CVX Chevron Corp. | Add +0.2% | 0.21% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +0.0% | 0.22% | +0.00 |
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 |