Partners in Financial Planning

← Tracker

Institutional

CIK 0002054264

$602.9M

Reported AUM

122

Positions

Q1 2026

Period

2026-05-11

Filed

The Brief · Partners in Financial Planning · Q1 2026

AI · grounded in 13F

Partners in Financial Planning initiated a new position in BND valued at $77.1M. The fund also established new holdings in VTV for $60.3M and VUG for $59.6M. Additional new positions include BNDX at $59.4M and VEA at $50.6M.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	BND	VANGUARD BD INDEX FDS	$72.17	-0.35%	1.67%	-2.00%	$77.1M	12.78%	—	HELD
2	VTV	VANGUARD INDEX FDS	$220.26	-0.13%	27.97%	74.91%	$60.3M	10.00%	—	HELD
3	VUG	VANGUARD INDEX FDS	$84.74	0.55%	14.10%	69.36%	$59.6M	9.88%	—	HELD
4	BNDX	VANGUARD CHARLOTTE FDS	$47.76	-0.25%	0.77%	0.04%	$59.4M	9.85%	—	HELD
5	VEA	VANGUARD TAX-MANAGED FDS	$70.71	-0.53%	30.57%	58.27%	$50.6M	8.39%	—	HELD
6	BSV	VANGUARD BD INDEX FDS	$77.53	-0.14%	2.44%	8.48%	$37.4M	6.21%	—	HELD
7	VBR	VANGUARD INDEX FDS	$244.80	-0.13%	27.75%	56.02%	$22.1M	3.67%	—	HELD
8	VBK	VANGUARD INDEX FDS	$340.82	-0.17%	23.52%	20.43%	$20.2M	3.35%	—	HELD
9	VWO	VANGUARD INTL EQUITY INDEX F	$58.74	0.94%	20.53%	30.20%	$16.5M	2.74%	—	HELD
10	VSS	VANGUARD INTL EQUITY INDEX F	$150.36	-0.27%	16.79%	25.37%	$15.4M	2.56%	—	HELD
11	VNQ	VANGUARD INDEX FDS	$99.07	-0.42%	16.22%	11.04%	$14.0M	2.32%	—	HELD
12	SPDW	SPDR INDEX SHS FDS	$50.10	-0.64%	30.79%	57.65%	$13.2M	2.20%	—	HELD
13	VTEB	VANGUARD MUN BD FDS	$49.54	-0.22%	4.88%	3.17%	$11.8M	1.96%	—	HELD
14	VTI	VANGUARD INDEX FDS	$367.54	0.35%	21.20%	68.49%	$11.3M	1.87%	—	HELD
15	SUB	ISHARES TR	$106.14	0.00%	1.84%	7.27%	$10.9M	1.81%	—	HELD
16	VCIT	VANGUARD SCOTTSDALE FDS	$81.14	-0.30%	2.35%	3.75%	$8.1M	1.34%	—	HELD
17	MUB	ISHARES TR	$105.54	-0.21%	4.60%	3.08%	$6.8M	1.13%	—	HELD
18	VOO	VANGUARD INDEX FDS	$684.66	0.42%	20.72%	76.33%	$6.5M	1.08%	—	HELD
19	SPYG	SPDR SER TR	$116.67	1.03%	21.22%	78.41%	$4.2M	0.70%	—	HELD
20	VO	VANGUARD INDEX FDS	$81.01	0.02%	16.07%	40.55%	$4.0M	0.67%	—	HELD
21	SPYV	SPDR SER TR	$61.95	-0.34%	21.47%	69.93%	$4.0M	0.66%	—	HELD
22	SCZ	ISHARES TR	$83.76	-0.72%	18.68%	25.12%	$3.9M	0.65%	—	HELD
23	SPEM	SPDR INDEX SHS FDS	$50.90	0.71%	21.20%	34.00%	$3.3M	0.55%	—	HELD
24	VXF	VANGUARD INDEX FDS	$236.10	-0.33%	23.72%	32.25%	$3.3M	0.55%	—	HELD
25	IAGG	ISHARES TR	$49.72	-0.21%	1.77%	4.36%	$3.1M	0.51%	—	HELD
26	SLYV	SPDR SER TR	$108.26	-0.05%	38.75%	42.92%	$3.0M	0.50%	—	HELD
27	VFMF	VANGUARD WELLINGTON FD	$181.80	-0.09%	39.03%	93.15%	$3.0M	0.50%	—	HELD
28	SPAB	SPDR SER TR	$25.08	-0.30%	2.04%	-1.73%	$2.7M	0.45%	—	HELD
29	NSC	NORFOLK SOUTHN CORP	$336.09	0.65%	23.15%	45.69%	$2.7M	0.45%	—	HELD
30	VV	VANGUARD INDEX FDS	$342.60	0.39%	20.93%	73.93%	$2.6M	0.43%	—	HELD
31	XOM	EXXON MOBIL CORP	$153.96	-1.92%	—	—	$2.1M	0.36%	—	HELD
32	VEU	VANGUARD INTL EQUITY INDEX F	$82.86	-0.20%	—	—	$2.0M	0.33%	—	HELD
33	SLYG	SPDR SER TR	$115.38	-0.13%	—	—	$1.8M	0.30%	—	HELD
34	VB	VANGUARD INDEX FDS	$295.29	-0.17%	—	—	$1.8M	0.29%	—	HELD
35	CVX	CHEVRON CORP	$195.43	1.62%	—	—	$1.6M	0.26%	—	HELD
36	AAPL	APPLE INC	$300.58	-9.85%	—	—	$1.6M	0.26%	—	HELD
37	SPTS	SPDR SER TR	$28.95	-0.07%	—	—	$1.5M	0.24%	—	HELD
38	VXUS	VANGUARD STAR FDS	$84.63	-0.17%	—	—	$1.4M	0.24%	—	HELD
39	IWF	ISHARES TR	$117.94	0.43%	—	—	$1.4M	0.23%	—	HELD
40	BIV	VANGUARD BD INDEX FDS	$75.43	-0.35%	—	—	$1.4M	0.23%	—	HELD
41	VNQI	VANGUARD INTL EQUITY INDEX F	$46.03	-1.14%	—	—	$1.3M	0.22%	—	HELD
42	LRGF	ISHARES TR	$75.79	0.31%	—	—	$1.2M	0.21%	—	HELD
43	DFAT	DIMENSIONAL ETF TRUST	$70.72	-0.17%	—	—	$1.2M	0.20%	—	HELD
44	STLD	STEEL DYNAMICS INC	$253.41	0.36%	—	—	$1.2M	0.20%	—	HELD
45	AMZN	AMAZON COM INC	$270.97	15.06%	—	—	$1.2M	0.20%	—	HELD
46	FERG	FERGUSON ENTERPRISES INC	$234.01	3.38%	—	—	$1.2M	0.19%	—	HELD
47	TSLA	TESLA INC	$309.49	0.21%	—	—	$1.1M	0.19%	—	HELD
48	EFA	ISHARES TR	$105.47	-0.72%	—	—	$1.1M	0.18%	—	HELD
49	TPL	TEXAS PACIFIC LAND CORPORATION	$404.27	2.54%	—	—	$1.0M	0.17%	—	HELD
50	MSFT	MICROSOFT CORP	$463.94	2.85%	—	—	$971K	0.16%	—	HELD
51	EW	EDWARDS LIFESCIENCES CORP	$85.79	-1.31%	—	—	$928K	0.15%	—	HELD
52	IVV	ISHARES TR	$748.38	0.43%	—	—	$926K	0.15%	—	HELD
53	IWD	ISHARES TR	$251.49	0.31%	—	—	$890K	0.15%	—	HELD
54	GEV	GE VERNOVA INC	$995.97	1.43%	—	—	$867K	0.14%	—	HELD
55	DFAX	DIMENSIONAL ETF TRUST	$36.48	-0.30%	—	—	$846K	0.14%	—	HELD
56	IEFA	ISHARES TR	$98.12	-0.76%	—	—	$820K	0.14%	—	HELD
57	DFAC	DIMENSIONAL ETF TRUST	$44.40	0.16%	—	—	$812K	0.13%	—	HELD
58	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$802K	0.13%	—	HELD
59	VBIL	VANGUARD INSTL INDEX FD	$75.73	0.04%	—	—	$795K	0.13%	—	HELD
60	WMT	WALMART INC	$111.48	0.34%	—	—	$793K	0.13%	—	HELD
61	TFC	TRUIST FINL CORP	$51.97	-0.08%	—	—	$785K	0.13%	—	HELD
62	GOOG	ALPHABET INC	$353.20	5.85%	—	—	$785K	0.13%	—	HELD
63	NKSH	NATIONAL BANKSHARES INC VA COM	$40.41	1.74%	—	—	$780K	0.13%	—	HELD
64	GE	GE AEROSPACE	$361.14	1.72%	—	—	$779K	0.13%	—	HELD
65	DFNM	DIMENSIONAL ETF TRUST	$47.62	-0.12%	—	—	$765K	0.13%	—	HELD
66	GOOGL	ALPHABET INC	$354.58	6.27%	—	—	$676K	0.11%	—	HELD
67	PM	PHILIP MORRIS INTL INC	$192.37	0.19%	—	—	$672K	0.11%	—	HELD
68	JNJ	JOHNSON & JOHNSON	$257.67	0.72%	—	—	$652K	0.11%	—	HELD
69	CSX	CSX CORP	$50.31	0.23%	—	—	$649K	0.11%	—	HELD
70	STX	SEAGATE TECHNOLOGY HLDNGS PL	$866.04	1.69%	—	—	$627K	0.10%	—	HELD
71	SPY	SPDR S&P 500 ETF TR	$744.52	0.38%	—	—	$600K	0.10%	—	HELD
72	DFAE	DIMENSIONAL ETF TRUST	$37.58	0.62%	—	—	$594K	0.10%	—	HELD
73	PG	PROCTER AND GAMBLE CO	$143.82	-0.10%	—	—	$592K	0.10%	—	HELD
74	AGG	ISHARES TR	$97.29	-0.34%	—	—	$567K	0.09%	—	HELD
75	LOW	LOWES COS INC	$209.01	-0.51%	—	—	$567K	0.09%	—	HELD
76	DFSV	DIMENSIONAL ETF TRUST	$39.60	-0.15%	—	—	$503K	0.08%	—	HELD
77	GLW	CORNING INC	$140.13	3.63%	—	—	$494K	0.08%	—	HELD
78	DFIV	DIMENSIONAL ETF TRUST	$57.19	-0.62%	—	—	$461K	0.08%	—	HELD
79	CAH	CARDINAL HEALTH INC	$228.48	0.62%	—	—	$457K	0.08%	—	HELD
80	MCD	MCDONALDS CORP	$269.34	0.34%	—	—	$439K	0.07%	—	HELD
81	IWS	ISHARES TR	$167.13	-0.28%	—	—	$425K	0.07%	—	HELD
82	CVS	CVS HEALTH CORP	$105.34	0.11%	—	—	$423K	0.07%	—	HELD
83	NKE	NIKE INC	$41.73	-1.32%	—	—	$421K	0.07%	—	HELD
84	DFIS	DIMENSIONAL ETF TRUST	$35.84	-0.60%	—	—	$418K	0.07%	—	HELD
85	UDR	UDR INC	$37.94	-0.95%	—	—	$418K	0.07%	—	HELD
86	IWP	ISHARES TR	$137.07	-0.30%	—	—	$411K	0.07%	—	HELD
87	IJR	ISHARES TR	$145.44	-0.04%	—	—	$400K	0.07%	—	HELD
88	IVW	ISHARES TR	$134.77	1.08%	—	—	$397K	0.07%	—	HELD
89	FNDX	SCHWAB STRATEGIC TR	$31.69	-0.03%	—	—	$387K	0.06%	—	HELD
90	IJH	ISHARES TR	$75.37	0.03%	—	—	$379K	0.06%	—	HELD
91	VCRB	VANGUARD MALVERN FDS	$75.88	-0.26%	—	—	$377K	0.06%	—	HELD
92	DHR	DANAHER CORPORATION	$195.64	-0.27%	—	—	$370K	0.06%	—	HELD
93	META	META PLATFORMS INC	$549.42	1.93%	—	—	$357K	0.06%	—	HELD
94	AVGO	BROADCOM INC	$388.14	0.08%	—	—	$344K	0.06%	—	HELD
95	EEM	ISHARES TR	$64.23	1.01%	—	—	$340K	0.06%	—	HELD
96	VOT	VANGUARD INDEX FDS	$295.86	0.32%	—	—	$339K	0.06%	—	HELD
97	IQLT	ISHARES TR	$50.21	-0.74%	—	—	$328K	0.05%	—	HELD
98	DFAI	DIMENSIONAL ETF TRUST	$42.09	-0.66%	—	—	$316K	0.05%	—	HELD
99	SCHZ	SCHWAB STRATEGIC TR	$22.74	-0.42%	—	—	$311K	0.05%	—	HELD
100	RTX	RTX CORPORATION	$215.15	0.36%	—	—	$304K	0.05%	—	HELD
101	WMB	WILLIAMS COS INC	—	—	—	—	$294K	0.05%	—	HELD
102	CARE	CARTER BANKSHARES INC	—	—	—	—	$292K	0.05%	—	HELD
103	UNP	UNION PAC CORP	—	—	—	—	$291K	0.05%	—	HELD
104	IVE	ISHARES TR	—	—	—	—	$287K	0.05%	—	HELD
105	ABT	ABBOTT LABS	—	—	—	—	$287K	0.05%	—	HELD
106	ABBV	ABBVIE INC	—	—	—	—	$286K	0.05%	—	HELD
107	COF	CAPITAL ONE FINL CORP	—	—	—	—	$282K	0.05%	—	HELD
108	SLV	ISHARES SILVER TR	—	—	—	—	$274K	0.05%	—	HELD
109	IEMG	ISHARES INC	—	—	—	—	$274K	0.05%	—	HELD
110	AOA	ISHARES TR	—	—	—	—	$258K	0.04%	—	HELD
111	PFE	PFIZER INC	—	—	—	—	$242K	0.04%	—	HELD
112	IWN	ISHARES TR	—	—	—	—	$239K	0.04%	—	HELD
113	SO	SOUTHERN CO	—	—	—	—	$230K	0.04%	—	HELD
114	IWV	ISHARES TR	—	—	—	—	$226K	0.04%	—	HELD
115	MO	ALTRIA GROUP INC	—	—	—	—	$224K	0.04%	—	HELD
116	AUB	ATLANTIC UN BANKSHARES CORP	—	—	—	—	$223K	0.04%	—	HELD
117	MDLZ	MONDELEZ INTL INC	—	—	—	—	$214K	0.04%	—	HELD
118	VGIT	VANGUARD SCOTTSDALE FDS	—	—	—	—	$211K	0.03%	—	HELD
119	VGK	VANGUARD INTL EQUITY INDEX F	—	—	—	—	$208K	0.03%	—	HELD
120	URI	UNITED RENTALS INC	—	—	—	—	$204K	0.03%	—	HELD
121	PEP	PEPSICO INC	—	—	—	—	$203K	0.03%	—	HELD
122	DFAR	DIMENSIONAL ETF TRUST	—	—	—	—	$201K	0.03%	—	HELD

Source: SEC EDGAR · accession 0002054264-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.