Q3 2026 13F · SEC CIK 1910934

Life Planning Partners, Inc

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $125.3M
Reported positions: 69
Top holdings a year, 3 yrs: +13.3%
Assets under management: $354.0M

Life Planning Partners, Inc is a wealth manager that reported 69 positions worth $125.3M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Ishares Tr (ITOT, 20.6%), Ishares Tr (IEFA, 8.1%), Vanguard Index Fds (VTI, 6.5%). A portfolio copying its top holdings returned 13.3% a year over the last 3 years, against 18.8% for the S&P 500.

Life Planning Partners, Inc holdings largest 50 of 69 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Life Planning Partners, Inc 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
ITOTIshares Tr	20.6%	19.7%	154,926	-4.2%	$25.8M
IEFAIshares Tr	8.1%	7.9%	105,219	-4.2%	$10.2M
VTIVanguard Index Fds	6.5%	6.3%	21,661	-6.0%	$8.1M
SUBIshares Tr	4.3%	4.0%	51,718	+2.5%	$5.4M
IEMGIshares Inc	4.3%	4.6%	66,498	-10.3%	$5.4M
VEAVanguard Ftse Developed Markets Index Fu	4.3%	4.3%	75,595	-6.6%	$5.3M
MUBIshares Tr	3.1%	3.3%	37,847	-9.5%	$3.8M
CLIPGlobal X Fds	2.7%	2.7%	34,307	-6.1%	$3.4M
SPDWSpdr Index Shs Fds	2.3%	2.5%	57,755	-14.8%	$2.9M
IUSVIshares Tr	2.2%	2.0%	24,491	+0.0%	$2.7M
VWOVanguard Intl Equity Index F	2.1%	2.1%	43,710	-6.2%	$2.6M
IUSBIshares Tr	2.0%	2.5%	58,023	-19.0%	$2.6M
SLQDIshares Tr	2.0%	1.9%	50,626	-0.5%	$2.5M
DFUSDimensional ETF Trust	2.0%	1.9%	29,773	-6.6%	$2.5M
AVUSAvantis U.S. Equity ETF	1.9%	1.8%	18,368	-5.2%	$2.4M
VCITVanguard Scottsdale Fds	1.8%	1.6%	28,658	+9.6%	$2.2M
VBVanguard Index Fds	1.4%	1.5%	6,287	-7.9%	$1.8M
DFAIDimensional ETF Trust	1.4%	1.5%	43,006	-10.7%	$1.8M
VTEBVanguard Mun Bd Fds	1.4%	0.8%	36,688	+64.6%	$1.7M
DFNMDimensional ETF Trust	1.3%	0.4%	35,740	+265.3%	$1.6M
AVREAvantis Real Estate ETF	1.3%	1.4%	35,331	-7.8%	$1.6M
DFAXDimensional ETF Trust	1.2%	1.2%	39,250	-8.2%	$1.5M
LQDIshares Tr	1.1%	0.8%	13,627	+33.8%	$1.4M
AVDEAvantis International Equity ETF	1.1%	1.0%	14,596	-4.3%	$1.3M
VVVanguard Index Fds	1.0%	1.0%	3,565	-9.3%	$1.3M
IVVIshares Tr	1.0%	0.9%	1,617	-3.8%	$1.2M
AVIGAmerican Centy ETF Tr	0.9%	1.0%	28,916	-9.1%	$1.1M
XPOXpo Inc	0.9%	1.0%	6,385	+0.0%	$1.1M
BNDVanguard Bd Index Fds	0.9%	0.8%	15,689	+4.3%	$1.1M
BIVVanguard Bd Index Fds	0.9%	1.1%	14,807	-23.0%	$1.1M
IXUSIshares Tr	0.8%	0.8%	10,461	-5.4%	$994K
FRELFidelity Covington Trust	0.8%	0.8%	35,156	-5.6%	$956K
VUSBVanguard Bd Index Fds	0.7%	0.7%	17,065	-9.7%	$846K
VSSVanguard Intl Equity Index F	0.7%	0.6%	5,282	-4.3%	$820K
VTVVanguard Index Fds	0.6%	0.6%	3,714	+0.0%	$802K
FMUNFidelity Merrimack Str Tr	0.6%	1.4%	17,081	-55.7%	$800K
VEUVanguard Intl Equity Index F	0.6%	0.9%	9,562	-31.1%	$793K
VXUSVanguard Star Fds	0.6%	0.6%	9,201	-8.0%	$782K
CMFIshares Tr	0.5%	0.5%	11,537	+8.4%	$624K
SCHCSchwab Strategic Tr	0.4%	0.4%	10,338	+0.0%	$514K
BSVVanguard Bd Index Fds	0.4%	0.4%	6,663	-1.0%	$509K
VBRVanguard Index Fds	0.4%	0.6%	2,172	-38.9%	$502K
AGGIshares Tr	0.4%	0.3%	5,280	+25.7%	$499K
SPEMSpdr Index Shs Fds	0.4%	0.4%	9,573	-16.5%	$495K
VGKVanguard Ftse Europe ETF	0.4%	0.4%	5,637	+0.0%	$489K
ABBVAbbvie Inc	0.3%	—	1,603	—	$419K
DFICDimensional ETF Trust	0.3%	—	11,081	—	$417K
BACBank of Amer Corp	0.3%	0.3%	7,523	+0.0%	$409K
VNQIVanguard Intl Equity Index F	0.3%	0.3%	9,548	+0.0%	$406K
AVDVAmerican Centy ETF Tr	0.3%	—	3,605	—	$394K

What Life Planning Partners, Inc bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

DFNM Dimensional ETF Trust+265.3% shares
VTEB Vanguard Mun Bd Fds+64.6% shares
LQD Ishares Tr+33.8% shares
AGG Ishares Tr+25.7% shares
VCIT Vanguard Scottsdale Fds+9.6% shares
CMF Ishares Tr+8.4% shares

Reduced

FMUN Fidelity Merrimack Str Tr-55.7% shares
VBR Vanguard Index Fds-38.9% shares
VEU Vanguard Intl Equity Index F-31.1% shares
BIV Vanguard Bd Index Fds-23.0% shares
IUSB Ishares Tr-19.0% shares
SPEM Spdr Index Shs Fds-16.5% shares
SPDW Spdr Index Shs Fds-14.8% shares
DFAI Dimensional ETF Trust-10.7% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.0% /yr; S&P 500 +20.1%
3 years: +13.3% /yr; S&P 500 +18.8%
5 years: +5.8% /yr; S&P 500 +9.7%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$125.3M	69
Q2 2026	$134.5M	71
Q1 2026	$131.0M	68
Q4 2025	$130.6M	66
Q3 2025	$136.9M	70
Q2 2025	$125.6M	65
Q1 2025	$110.4M	61
Q4 2024	$108.1M	59
Q3 2024	$112.0M	60
Q2 2024	$110.2M	62
Q1 2024	$100.4M	61
Q4 2023	$101.6M	263

Questions about Life Planning Partners, Inc's portfolio

What stocks does Life Planning Partners, Inc own?

Life Planning Partners, Inc's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 69 positions worth $125.3M. The largest are Ishares Tr (ITOT) at 20.6%, Ishares Tr (IEFA) at 8.1%, Vanguard Index Fds (VTI) at 6.5%, Ishares Tr (SUB) at 4.3% and Ishares Inc (IEMG) at 4.3%.

What did Life Planning Partners, Inc buy last quarter?

In Q3 2026, Life Planning Partners, Inc added Dimensional ETF Trust (DFNM) (+265.3% shares), Vanguard Mun Bd Fds (VTEB) (+64.6% shares) and Ishares Tr (LQD) (+33.8% shares), compared with its Q2 2026 filing.

What did Life Planning Partners, Inc sell last quarter?

In Q3 2026, Life Planning Partners, Inc cut from its top 50 Parker-Hannifin Corp (PH), cut from its top 50 Alphabet Inc (GOOG), cut from its top 50 Spdr Index Shs Fds (EWX), Fidelity Merrimack Str Tr (FMUN) (-55.7% shares), Vanguard Index Fds (VBR) (-38.9% shares) and Vanguard Intl Equity Index F (VEU) (-31.1% shares), compared with its Q2 2026 filing.

How has Life Planning Partners, Inc's portfolio performed?

A portfolio copying Life Planning Partners, Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.3% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +16.0% against +20.1%. Over 5 years: +5.8% a year against +9.7%.

When is Life Planning Partners, Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Life Planning Partners, Inc's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Life Planning Partners, Inc manage?

Life Planning Partners, Inc reported $354.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $125.3M.