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Terminal · Institutions

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

Partners in Financial Planning 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Partners in Financial Planning (CIK 2054264) reported $602.9M across 122 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($77.1M, 12.78%), VTV ($60.3M, 10.00%), VUG ($59.6M, 9.88%), BNDX ($59.4M, 9.85%), VEA ($50.6M, 8.39%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BNDVANGUARD BD INDEX FDS$77.1M12.78%1.0MAdded
2VTVVANGUARD INDEX FDS$60.3M10.00%307,188Added
3VUGVANGUARD INDEX FDS$59.6M9.88%136,346Added
4BNDXVANGUARD CHARLOTTE FDS$59.4M9.85%1.2MAdded
5VEAVANGUARD TAX-MANAGED FDS$50.6M8.39%789,474Added
6BSVVANGUARD BD INDEX FDS$37.4M6.21%477,374Added
7VBRVANGUARD INDEX FDS$22.1M3.67%101,889Added
8VBKVANGUARD INDEX FDS$20.2M3.35%66,835Added
9VWOVANGUARD INTL EQUITY INDEX F$16.5M2.74%305,861Trimmed
10VSSVANGUARD INTL EQUITY INDEX F$15.4M2.56%105,728Trimmed
11VNQVANGUARD INDEX FDS$14.0M2.32%157,522Added
12SPDWSPDR INDEX SHS FDS$13.2M2.20%289,975Trimmed
13VTEBVANGUARD MUN BD FDS$11.8M1.96%236,605Added
14VTIVANGUARD INDEX FDS$11.3M1.87%35,101Trimmed
15SUBISHARES TR$10.9M1.81%102,201Added
16VCITVANGUARD SCOTTSDALE FDS$8.1M1.34%97,374Added
17MUBISHARES TR$6.8M1.13%64,347Added
18VOOVANGUARD INDEX FDS$6.5M1.08%10,919Added
19SPYGSPDR SER TR$4.2M0.70%42,827Trimmed
20VOVANGUARD INDEX FDS$4.0M0.67%14,080Trimmed
21SPYVSPDR SER TR$4.0M0.66%70,158Added
22SCZISHARES TR$3.9M0.65%49,851Trimmed
23VXFVANGUARD INDEX FDS$3.3M0.55%15,971Added
24SPEMSPDR INDEX SHS FDS$3.3M0.55%71,261Added
25IAGGISHARES TR$3.1M0.51%62,001Added

Source: SEC Form 13F filings · as of 2026-03-31