Institutional
Life Planning Partners, Inc
CIK 0001910934
$134.5M
Reported AUM
71
Positions
Q2 2026
Period
2026-07-22
Filed
Editorial summary
Summary for Life Planning Partners, Inc · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $160.03 | -1.53% | 20.99% | 68.32% | $26.6M | 19.74% | — | HELD |
| 2 | IEFA | ISHARES TR | $96.23 | -0.54% | 22.68% | 48.50% | $10.6M | 7.88% | — | HELD |
| 3 | VTI | VANGUARD INDEX FDS | $360.42 | -1.52% | 21.10% | 68.36% | $8.5M | 6.34% | — | HELD |
| 4 | IEMG | ISHARES INC | $74.15 | -2.18% | 29.78% | 36.78% | $6.1M | 4.56% | — | HELD |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $68.95 | -0.93% | 27.83% | 54.95% | $5.8M | 4.28% | — | HELD |
| 6 | SUB | ISHARES TR | $106.03 | -0.01% | 1.75% | 7.17% | $5.4M | 3.99% | — | HELD |
| 7 | MUB | ISHARES TR | $105.77 | -0.22% | 4.61% | 3.09% | $4.5M | 3.35% | — | HELD |
| 8 | CLIP | GLOBAL X FDS | $100.34 | 0.02% | 3.80% | 14.47% | $3.7M | 2.73% | — | HELD |
| 9 | SPDW | SPDR INDEX SHS FDS | $48.93 | -0.77% | 26.93% | 52.99% | $3.4M | 2.54% | — | HELD |
| 10 | IUSB | ISHARES TR | $45.51 | -0.31% | 2.63% | 0.37% | $3.3M | 2.46% | — | HELD |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $56.92 | -1.42% | 17.90% | 27.36% | $2.8M | 2.07% | — | HELD |
| 12 | IUSV | ISHARES TR | $112.62 | -0.83% | 22.47% | 69.89% | $2.7M | 2.01% | — | HELD |
| 13 | DFUS | DIMENSIONAL ETF TRUST | $79.62 | -1.66% | 21.23% | 73.69% | $2.6M | 1.94% | — | HELD |
| 14 | SLQD | ISHARES TR | $50.15 | 0.00% | 3.23% | 13.32% | $2.6M | 1.90% | — | HELD |
| 15 | AVUS | AMERICAN CENTY ETF TR | $124.78 | -1.61% | 26.31% | 76.50% | $2.5M | 1.84% | — | HELD |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | $81.26 | -0.31% | 2.20% | 3.60% | $2.2M | 1.61% | — | HELD |
| 17 | VB | VANGUARD INDEX FDS | $293.00 | -1.66% | 27.11% | 41.84% | $2.1M | 1.54% | — | HELD |
| 18 | DFAI | DIMENSIONAL ETF TRUST | $41.36 | -0.51% | 25.12% | 59.10% | $2.0M | 1.48% | — | HELD |
| 19 | FMUN | FIDELITY MERRIMACK STR TR | $49.62 | -0.33% | 4.93% | 6.16% | $1.9M | 1.44% | — | HELD |
| 20 | AVRE | AMERICAN CENTY ETF TR | $49.25 | -0.24% | 17.57% | 9.36% | $1.8M | 1.35% | — | HELD |
| 21 | DFAX | DIMENSIONAL ETF TRUST | $35.55 | -1.20% | 24.65% | 56.01% | $1.6M | 1.17% | — | HELD |
| 22 | BIV | VANGUARD BD INDEX FDS | $75.61 | -0.33% | 1.82% | -0.65% | $1.5M | 1.10% | — | HELD |
| 23 | AVDE | AMERICAN CENTY ETF TR | $89.32 | -0.63% | 25.01% | 60.48% | $1.4M | 1.01% | — | HELD |
| 24 | VV | VANGUARD INDEX FDS | $335.45 | -1.56% | 19.69% | 72.15% | $1.4M | 1.00% | — | HELD |
| 25 | AVIG | AMERICAN CENTY ETF TR | $40.84 | -0.23% | 2.36% | -1.21% | $1.3M | 0.98% | — | HELD |
| 26 | XPO | XPO INC | $199.38 | -2.61% | 67.35% | 284.95% | $1.3M | 0.97% | — | HELD |
| 27 | IVV | ISHARES TR | $733.12 | -1.49% | 20.42% | 75.78% | $1.3M | 0.94% | — | HELD |
| 28 | VEU | VANGUARD INTL EQUITY INDEX F | $80.63 | -1.13% | 24.78% | 48.26% | $1.2M | 0.86% | — | HELD |
| 29 | VTEB | VANGUARD MUN BD FDS | $49.70 | -0.14% | 5.14% | 3.42% | $1.1M | 0.84% | — | HELD |
| 30 | LQD | ISHARES TR | $106.22 | -0.57% | 1.30% | -4.41% | $1.1M | 0.83% | — | HELD |
| 31 | BND | VANGUARD BD INDEX FDS | $72.38 | -0.36% | — | — | $1.1M | 0.82% | — | HELD |
| 32 | FREL | FIDELITY COVINGTON TRUST | $30.60 | -0.20% | — | — | $1.1M | 0.81% | — | HELD |
| 33 | IXUS | ISHARES TR | $92.00 | -1.11% | — | — | $1.1M | 0.78% | — | HELD |
| 34 | PH | PARKER-HANNIFIN CORP | $951.07 | -4.03% | — | — | $1.0M | 0.78% | — | HELD |
| 35 | VUSB | VANGUARD BD INDEX FDS | $49.74 | 0.05% | — | — | $941K | 0.70% | — | HELD |
| 36 | VBR | VANGUARD INDEX FDS | $245.01 | -1.25% | — | — | $864K | 0.64% | — | HELD |
| 37 | VXUS | VANGUARD STAR FDS | $82.39 | -1.03% | — | — | $855K | 0.64% | — | HELD |
| 38 | VSS | VANGUARD INTL EQUITY INDEX F | $147.75 | -1.35% | — | — | $852K | 0.63% | — | HELD |
| 39 | GOOG | ALPHABET INC | $335.76 | 0.95% | — | — | $827K | 0.61% | — | HELD |
| 40 | VTV | VANGUARD INDEX FDS | $219.80 | -1.43% | — | — | $809K | 0.60% | — | HELD |
| 41 | CMF | ISHARES TR | $56.59 | -0.26% | — | — | $614K | 0.46% | — | HELD |
| 42 | SPEM | SPDR INDEX SHS FDS | $49.40 | -1.36% | — | — | $594K | 0.44% | — | HELD |
| 43 | BSV | VANGUARD BD INDEX FDS | $77.62 | 0.05% | — | — | $525K | 0.39% | — | HELD |
| 44 | VGK | VANGUARD INTL EQUITY INDEX F | $88.86 | -0.41% | — | — | $499K | 0.37% | — | HELD |
| 45 | SCHC | SCHWAB STRATEGIC TR | $47.32 | -1.21% | — | — | $497K | 0.37% | — | HELD |
| 46 | DFNM | DIMENSIONAL ETF TRUST | $47.74 | -0.06% | — | — | $473K | 0.35% | — | HELD |
| 47 | EWX | SPDR INDEX SHS FDS | $66.16 | -2.16% | — | — | $446K | 0.33% | — | HELD |
| 48 | BAC | BANK OF AMER CORP | $61.07 | -2.48% | — | — | $429K | 0.32% | — | HELD |
| 49 | VNQI | VANGUARD INTL EQUITY INDEX F | $45.93 | -0.39% | — | — | $428K | 0.32% | — | HELD |
| 50 | AGG | ISHARES TR | $97.55 | -0.38% | — | — | $416K | 0.31% | — | HELD |
| 51 | DFIC | DIMENSIONAL ETF TRUST | $37.46 | -0.29% | — | — | $410K | 0.30% | — | HELD |
| 52 | ABBV | ABBVIE INC | $263.30 | 0.04% | — | — | $403K | 0.30% | — | HELD |
| 53 | ORCL | ORACLE CORP | $117.74 | -1.85% | — | — | $399K | 0.30% | — | HELD |
| 54 | AVDV | AMERICAN CENTY ETF TR | $102.22 | -1.10% | — | — | $371K | 0.28% | — | HELD |
| 55 | VCSH | VANGUARD SCOTTSDALE FDS | $78.61 | -0.01% | — | — | $365K | 0.27% | — | HELD |
| 56 | IWY | ISHARES TR | $265.58 | -2.26% | — | — | $332K | 0.25% | — | HELD |
| 57 | VNQ | VANGUARD INDEX FDS | $100.66 | -0.29% | — | — | $311K | 0.23% | — | HELD |
| 58 | GXO | GXO LOGISTICS INCORPORATED | $51.53 | -3.32% | — | — | $307K | 0.23% | — | HELD |
| 59 | AVIV | AMERICAN CENTY ETF TR | $79.30 | -0.25% | — | — | $303K | 0.23% | — | HELD |
| 60 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | — | — | $283K | 0.21% | — | HELD |
| 61 | AMD | ADVANCED MICRO DEVICES INC | $429.56 | -5.51% | — | — | $282K | 0.21% | — | HELD |
| 62 | IJS | ISHARES TR | $135.86 | -1.01% | — | — | $279K | 0.21% | — | HELD |
| 63 | TSLA | TESLA INC | $298.32 | -2.97% | — | — | $277K | 0.21% | — | HELD |
| 64 | JPM | JPMORGAN CHASE & CO | $344.71 | -3.53% | — | — | $252K | 0.19% | — | HELD |
| 65 | PLTR | PALANTIR TECHNOLOGIES INC | $123.00 | -0.43% | — | — | $250K | 0.19% | — | HELD |
| 66 | AAPL | APPLE INC | $338.19 | -0.56% | — | — | $248K | 0.18% | — | HELD |
| 67 | ISTB | ISHARES TR | $48.01 | -0.06% | — | — | $240K | 0.18% | — | HELD |
| 68 | CAT | CATERPILLAR INC | $782.71 | -6.91% | — | — | $229K | 0.17% | — | HELD |
| 69 | DFIV | DIMENSIONAL ETF TRUST | $56.23 | 0.07% | — | — | $206K | 0.15% | — | HELD |
| 70 | VUG | VANGUARD INDEX FDS | $82.07 | -1.51% | — | — | $204K | 0.15% | — | HELD |
| 71 | VTES | VANGUARD WELLINGTON FD | $100.64 | -0.02% | — | — | $203K | 0.15% | — | HELD |
Source: SEC EDGAR · accession 0001910934-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.