Partners in Financial Planning 13F Holdings · Q2 2026
Partners in Financial Planning reported 131 securities worth $659.52M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BND (11.83%), VUG (10.77%), VTV (9.90%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD TOTAL BOND MARKET ETF | $78.0M | 11.83% | 1.1M | Added |
| 2 | VUG | VANGUARD GROWTH ETF | $71.1M | 10.77% | 824,863 | Added |
| 3 | VTV | VANGUARD VALUE ETF | $65.3M | 9.90% | 299,573 | Trimmed |
| 4 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $62.4M | 9.46% | 1.3M | Added |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $55.0M | 8.34% | 771,756 | Trimmed |
| 6 | BSV | VANGUARD SHORT-TERM BOND ETF | $38.1M | 5.78% | 488,983 | Added |
| 7 | VBK | VANGUARD SMALL-CAP GROWTH ETF | $24.2M | 3.67% | 66,268 | Trimmed |
| 8 | VBR | VANGUARD SMALL CAP VALUE ETF | $24.2M | 3.67% | 99,603 | Trimmed |
| 9 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $18.1M | 2.74% | 302,899 | Trimmed |
| 10 | VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $16.2M | 2.46% | 105,235 | Trimmed |
| 11 | VNQ | VANGUARD REAL ESTATE ETF | $15.6M | 2.36% | 161,235 | Added |
| 12 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $14.7M | 2.22% | 291,107 | Added |
| 13 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | $13.3M | 2.01% | 262,359 | Added |
| 14 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $13.2M | 2.00% | 35,649 | Added |
| 15 | SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $11.7M | 1.78% | 110,184 | Added |
| 16 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $8.3M | 1.26% | 100,930 | Added |
| 17 | VOO | VANGUARD S&P 500 ETF | $7.5M | 1.14% | 10,928 | Added |
| 18 | MUB | ISHARES NATIONAL MUNI BOND ETF | $6.9M | 1.04% | 63,857 | Trimmed |
| 19 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $4.9M | 0.75% | 41,432 | Trimmed |
| 20 | VO | VANGUARD MID-CAP ETF | $4.5M | 0.69% | 56,442 | Added |
| 21 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $4.3M | 0.65% | 70,630 | Added |
| 22 | SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $4.2M | 0.64% | 51,454 | Added |
| 23 | VXF | VANGUARD EXTENDED MARKET ETF | $3.8M | 0.58% | 15,612 | Trimmed |
| 24 | SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $3.7M | 0.56% | 71,590 | Added |
| 25 | SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $3.5M | 0.52% | 31,729 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR