Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Life Planning Partners, Inc 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Name: Life Planning Partners, Inc 13F Holdings (2026-06-30)
Creator: ko.io

Life Planning Partners, Inc (CIK 1910934) reported $134.5M across 71 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ITOT ($26.6M, 19.74%), IEFA ($10.6M, 7.88%), VTI ($8.5M, 6.34%), IEMG ($6.1M, 4.56%), VEA ($5.8M, 4.28%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	ITOT	ISHARES TR	$26.6M	19.74%	161,686	Trimmed
2	IEFA	ISHARES TR	$10.6M	7.88%	109,808	Trimmed
3	VTI	VANGUARD INDEX FDS	$8.5M	6.34%	23,054	Trimmed
4	IEMG	ISHARES INC	$6.1M	4.56%	74,126	Trimmed
5	VEA	VANGUARD TAX-MANAGED FDS	$5.8M	4.28%	80,913	Trimmed
6	SUB	ISHARES TR	$5.4M	3.99%	50,465	Trimmed
7	MUB	ISHARES TR	$4.5M	3.35%	41,843	Trimmed
8	CLIP	GLOBAL X FDS	$3.7M	2.73%	36,541	Added
9	SPDW	SPDR INDEX SHS FDS	$3.4M	2.54%	67,750	Hold
10	IUSB	ISHARES TR	$3.3M	2.46%	71,639	Trimmed
11	VWO	VANGUARD INTL EQUITY INDEX F	$2.8M	2.07%	46,606	Trimmed
12	IUSV	ISHARES TR	$2.7M	2.01%	24,491	Hold
13	DFUS	DIMENSIONAL ETF TRUST	$2.6M	1.94%	31,872	Trimmed
14	SLQD	ISHARES TR	$2.6M	1.90%	50,869	Added
15	AVUS	AMERICAN CENTY ETF TR	$2.5M	1.84%	19,373	Trimmed
16	VCIT	VANGUARD SCOTTSDALE FDS	$2.2M	1.61%	26,140	Trimmed
17	VB	VANGUARD INDEX FDS	$2.1M	1.54%	6,829	Trimmed
18	DFAI	DIMENSIONAL ETF TRUST	$2.0M	1.48%	48,146	Trimmed
19	FMUN	FIDELITY MERRIMACK STR TR	$1.9M	1.44%	38,530	Trimmed
20	AVRE	AMERICAN CENTY ETF TR	$1.8M	1.35%	38,336	Trimmed
21	DFAX	DIMENSIONAL ETF TRUST	$1.6M	1.17%	42,736	Trimmed
22	BIV	VANGUARD BD INDEX FDS	$1.5M	1.10%	19,219	Trimmed
23	AVDE	AMERICAN CENTY ETF TR	$1.4M	1.01%	15,250	Trimmed
24	VV	VANGUARD INDEX FDS	$1.4M	1.00%	3,929	Trimmed
25	AVIG	AMERICAN CENTY ETF TR	$1.3M	0.98%	31,799	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30