2026 Q2 Portfolio Activity
In 2026 Q2, Life Planning Partners, Inc maintained a portfolio of 74 distinct positions. The most significant new addition was VANGUARD STAR FDS, now representing 0.64% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 17.3%. The fund also reduced its exposure to TESLA INC by 76.5%.
Position History
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Total Positions
74
Quarter
2026 Q2
Top Holding
ITOT (19.7%)
Top 10 Concentration
57.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 74
Life Planning Partners, Inc Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ITOT
ISHARES TR
|
ETF | 19.74% | 19.19% |
#1
Prev: #1
|
6.5 |
—
|
-14,823 | -8.4% |
P
S
|
161,686 | $26,560,108 |
$126.28
+30.0%
|
2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | ||
|
IEFA
ISHARES TR
|
ETF | 7.88% | 8.22% |
#2
Prev: #2
|
5.2 |
—
|
-9,177 | -7.7% |
P
S
|
109,808 | $10,605,232 |
$66.62
+45.5%
|
2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | ||
|
VTI
VANGUARD INDEX ...
|
ETF | 6.34% | 5.78% |
#3
Prev: #3
|
4.0 |
—
|
-551 | -2.3% |
P
S
|
23,054 | $8,530,912 |
$284.33
+29.9%
|
2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | ||
|
IEMG
ISHARES INC
|
ETF | 4.56% | 4.33% |
#4
1
Prev: #5
|
2.8 |
—
|
-7,277 | -8.9% |
P
S
|
74,126 | $6,140,573 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 4.28% | 4.31% |
#5
1
Prev: #6
|
2.7 |
—
|
-7,303 | -8.3% |
P
S
|
80,913 | $5,765,041 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SUB
ISHARES TR
|
ETF | 3.99% | 4.44% |
#6
2
Prev: #4
|
2.1 |
—
|
-4,117 | -7.5% |
P
S
|
50,465 | $5,373,044 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
MUB
ISHARES TR
|
ETF | 3.35% | 3.42% |
#7
Prev: #7
|
1.8 |
—
|
-336 | -0.8% |
P
S
|
41,843 | $4,503,094 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
CLIP
GLOBAL X FDS
|
Unknown | 2.73% | 2.72% |
#8
1
Prev: #9
|
1.6 |
—
|
993 | 2.8% |
P
S
|
36,541 | $3,666,475 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 2.54% | 2.36% |
#9
1
Prev: #10
|
2.0 |
—
|
no change | no change |
P
S
|
67,750 | $3,413,922 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IUSB
ISHARES TR
|
ETF | 2.46% | 2.87% |
#10
2
Prev: #8
|
1.5 |
—
|
-9,759 | -12.0% |
P
S
|
71,639 | $3,306,122 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.07% | 2.07% |
#11
Prev: #11
|
1.3 |
—
|
-3,579 | -7.1% |
P
S
|
46,606 | $2,781,932 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IUSV
ISHARES TR
|
ETF | 2.01% | 1.91% |
#12
1
Prev: #13
|
1.8 |
—
|
no change | no change |
P
S
|
24,491 | $2,697,684 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 1.94% | 1.82% |
#13
1
Prev: #14
|
1.3 |
—
|
-1,821 | -5.4% |
P
S
|
31,872 | $2,611,628 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SLQD
ISHARES TR
|
ETF | 1.90% | 1.92% |
#14
2
Prev: #12
|
1.3 |
—
|
1,019 | 2.0% |
P
S
|
50,869 | $2,562,270 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 1.84% | 1.78% |
#15
Prev: #15
|
1.2 |
—
|
-1,626 | -7.7% |
P
S
|
19,373 | $2,481,292 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 1.61% | 1.72% |
#16
1
Prev: #17
|
1.1 |
—
|
-1,108 | -4.1% |
P
S
|
26,140 | $2,160,488 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 1.54% | 1.75% |
#17
1
Prev: #16
|
0.6 |
—
|
-1,906 | -21.8% |
P
S
|
6,829 | $2,069,893 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 1.48% | 1.54% |
#18
1
Prev: #19
|
1.1 |
—
|
-3,602 | -7.0% |
P
S
|
48,146 | $1,986,007 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
FMUN
FIDELITY MERRIM...
|
Unknown | 1.44% | 1.70% |
#19
1
Prev: #18
|
1.1 |
—
|
-6,238 | -13.9% |
P
S
|
38,530 | $1,942,296 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AVRE
AMERICAN CENTY ...
|
ETF | 1.35% | 1.32% |
#20
1
Prev: #21
|
1.0 |
—
|
-1,089 | -2.8% |
P
S
|
38,336 | $1,816,377 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 1.17% | 1.20% |
#21
2
Prev: #23
|
1.0 |
—
|
-3,571 | -7.7% |
P
S
|
42,736 | $1,574,407 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 1.10% | 1.23% |
#22
Prev: #22
|
0.9 |
—
|
-1,644 | -7.9% |
P
S
|
19,219 | $1,474,113 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 1.01% | 1.44% |
#23
3
Prev: #20
|
0.4 |
—
|
-7,015 | -31.5% |
P
S
|
15,250 | $1,360,296 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 1.00% | 1.17% |
#24
Prev: #24
|
0.4 |
—
|
-1,215 | -23.6% |
P
S
|
3,929 | $1,351,301 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AVIG
AMERICAN CENTY ...
|
Bond/Debt | 0.98% | 1.02% |
#25
Prev: #25
|
0.9 |
—
|
-292 | -0.9% |
P
S
|
31,799 | $1,316,776 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
XPO
XPO INC
|
Industrials | 0.97% | 0.95% |
#26
Prev: #26
|
1.4 |
—
|
no change | no change |
P
S
|
6,385 | $1,310,777 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IVV
ISHARES TR
|
ETF | 0.94% | 0.91% |
#27
1
Prev: #28
|
0.9 |
—
|
-145 | -7.9% |
P
S
|
1,681 | $1,259,043 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.86% | 0.85% |
#28
2
Prev: #30
|
0.8 |
—
|
-897 | -6.1% |
P
S
|
13,886 | $1,162,917 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.84% | 0.91% |
#29
2
Prev: #27
|
0.8 |
—
|
-1,677 | -7.0% |
P
S
|
22,291 | $1,127,498 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
LQD
ISHARES TR
|
ETF | 0.83% | 0.72% |
#30
7
Prev: #37
|
2.3 |
—
|
1,499 | 17.3% |
P
S
|
10,185 | $1,110,892 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.82% | 0.88% |
#31
2
Prev: #29
|
0.8 |
—
|
-638 | -4.1% |
P
S
|
15,039 | $1,104,021 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
FREL
FIDELITY COVING...
|
ETF | 0.81% | 0.84% |
#32
1
Prev: #31
|
0.8 |
—
|
-3,660 | -9.0% |
P
S
|
37,232 | $1,090,906 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IXUS
ISHARES TR
|
ETF | 0.78% | 0.77% |
#33
Prev: #33
|
0.8 |
—
|
-608 | -5.2% |
P
S
|
11,061 | $1,055,701 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.78% | 0.73% |
#34
1
Prev: #35
|
1.3 |
—
|
no change | no change |
P
S
|
1,072 | $1,048,545 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VUSB
VANGUARD BD IND...
|
ETF | 0.70% | 0.74% |
#35
1
Prev: #34
|
0.8 |
—
|
-694 | -3.5% |
P
S
|
18,901 | $940,895 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.64% | 0.61% |
#36
2
Prev: #38
|
0.8 |
—
|
-109 | -3.0% |
P
S
|
3,557 | $864,315 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.64% | — |
#37
Prev: #—
|
3.8 |
—
|
9,997 | — |
NEW
|
9,997 | $854,644 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 0.63% | 0.73% |
#38
2
Prev: #36
|
0.8 |
—
|
-1,036 | -15.8% |
P
S
|
5,522 | $851,989 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.61% | — |
#39
Prev: #—
|
3.7 |
—
|
2,341 | — |
NEW
|
2,341 | $827,146 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.60% | 0.56% |
#40
1
Prev: #39
|
0.7 |
—
|
-13 | -0.3% |
P
S
|
3,713 | $809,193 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
CMF
ISHARES TR
|
ETF | 0.46% | 0.36% |
#41
4
Prev: #45
|
2.7 |
—
|
2,307 | 27.7% |
P
S
|
10,644 | $613,520 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.44% | 0.41% |
#42
1
Prev: #41
|
1.2 |
—
|
no change | no change |
P
S
|
11,466 | $593,709 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.39% | 0.41% |
#43
3
Prev: #40
|
0.7 |
—
|
-128 | -1.9% |
P
S
|
6,733 | $524,568 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VGK
VANGUARD INTL E...
|
ETF | 0.37% | 0.35% |
#44
2
Prev: #46
|
1.1 |
—
|
no change | no change |
P
S
|
5,637 | $499,100 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SCHC
SCHWAB STRATEGI...
|
Bond/Debt | 0.37% | 0.37% |
#45
2
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
10,338 | $497,465 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 0.35% | 0.37% |
#46
2
Prev: #44
|
0.6 |
—
|
-286 | -2.8% |
P
S
|
9,784 | $472,910 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
EWX
SPDR INDEX SHS ...
|
ETF | 0.33% | 0.30% |
#47
Prev: #47
|
1.1 |
—
|
no change | no change |
P
S
|
6,000 | $445,831 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 0.32% | 0.29% |
#48
1
Prev: #49
|
0.6 |
—
|
-317 | -4.0% |
P
S
|
7,520 | $428,505 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VNQI
VANGUARD INTL E...
|
ETF | 0.32% | 0.41% |
#49
7
Prev: #42
|
0.1 |
—
|
-2,518 | -20.9% |
P
S
|
9,548 | $428,232 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AGG
ISHARES TR
|
ETF | 0.31% | 0.27% |
#50
3
Prev: #53
|
2.1 |
—
|
643 | 18.1% |
P
S
|
4,199 | $415,604 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 |
Showing 1-50 of 74 holdings