Institutional Fund
Life Planning Partners, Inc
Jacksonville, FLCIK 19109345 filings on record
Portfolio Value
$131.01M
Q1 2026
Holdings
68
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+0.4%
from $130.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr19.2%
- Ishares Tr8.2%
- Vanguard Index Fds5.8%
- Ishares Tr4.4%
- Ishares Inc4.3%
- Vanguard Tax-Managed Fds4.3%
- Other53.7%
Portfolio Holdings
68 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 176.5K | $25.14M | 19.2% | −112 | Reduced |
| 2 | Ishares Tr | 119.0K | $10.77M | 8.2% | −70 | Reduced |
| 3 | Vanguard Index Fds | 23.6K | $7.57M | 5.8% | −155 | Reduced |
| 4 | Ishares Tr | 54.6K | $5.81M | 4.4% | −42 | Reduced |
| 5 | Ishares Inc | 81.4K | $5.68M | 4.3% | +1.2K | Added |
| 6 | Vanguard Tax-Managed Fds | 88.2K | $5.65M | 4.3% | +2.6K | Added |
| 7 | Ishares Tr | 42.2K | $4.48M | 3.4% | +2.1K | Added |
| 8 | Ishares Tr | 81.4K | $3.76M | 2.9% | −191 | Reduced |
| 9 | Global X Fds | 35.5K | $3.57M | 2.7% | +74 | Added |
| 10 | Spdr Index Shs Fds | 67.8K | $3.09M | 2.4% | −460 | Reduced |
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