Filed: 1/16/2026ACC: 0001910934-26-000001
📋 What this filing means
LIFE PLANNING PARTNERS, INC filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $130.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$130.55M
Total AUM (reported)
1.53M
Total Shares
Allocation by class
CORE S&P TTL STK$26.26M20.1%
CORE MSCI EAFE$10.65M8.2%
TOTAL STK MKT$7.97M6.1%
SHRT NAT MUN ETF$5.83M4.5%
CORE MSCI EMKT$5.39M4.1%
VAN FTSE DEV MKT$5.35M4.1%
COM$5.30M4.1%
Portfolio Concentration
Top 3$44.88M34.4%
4–10$31.24M23.9%
11–25$30.04M23.0%
Rest$24.40M18.7%
Top 3 weight
34.4%
Top 10 weight
58.3%
Voting Authority Distribution
Total shares with voting rights: 1.53M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.53M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole66
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings66
Rows:
ISHARES TR
SOLEShares176.62K
TypeSH
Market value$26.26M
20.12%
Sole
0.00
Shared
0.00
None
176.62K
ISHARES TR
SOLEShares119.06K
TypeSH
Market value$10.65M
8.16%
Sole
0.00
Shared
0.00
None
119.06K
VANGUARD INDEX FDS
SOLEShares23.76K
TypeSH
Market value$7.97M
6.10%
Sole
0.00
Shared
0.00
None
23.76K
ISHARES TR
SOLEShares54.62K
TypeSH
Market value$5.83M
4.46%
Sole
0.00
Shared
0.00
None
54.62K
ISHARES INC
SOLEShares80.17K
TypeSH
Market value$5.39M
4.13%
Sole
0.00
Shared
0.00
None
80.17K
VANGUARD TAX-MANAGED FDS
SOLEShares85.61K
TypeSH
Market value$5.35M
4.10%
Sole
0.00
Shared
0.00
None
85.61K
ISHARES TR
SOLEShares40.08K
TypeSH
Market value$4.29M
3.29%
Sole
0.00
Shared
0.00
None
40.08K
ISHARES TR
SOLEShares81.59K
TypeSH
Market value$3.80M
2.91%
Sole
0.00
Shared
0.00
None
81.59K
GLOBAL X FDS
SOLEShares35.47K
TypeSH
Market value$3.55M
2.72%
Sole
0.00
Shared
0.00
None
35.47K
SPDR INDEX SHS FDS
SOLEShares68.21K
TypeSH
Market value$3.03M
2.32%
Sole
0.00
Shared
0.00
None
68.21K
VANGUARD INTL EQUITY INDEX F
SOLEShares49.51K
TypeSH
Market value$2.66M
2.04%
Sole
0.00
Shared
0.00
None
49.51K
ISHARES TR
SOLEShares24.49K
TypeSH
Market value$2.51M
1.92%
Sole
0.00
Shared
0.00
None
24.49K
DIMENSIONAL ETF TRUST
SOLEShares32.73K
TypeSH
Market value$2.43M
1.86%
Sole
0.00
Shared
0.00
None
32.73K
ISHARES TR
SOLEShares47.30K
TypeSH
Market value$2.40M
1.84%
Sole
0.00
Shared
0.00
None
47.30K
FIDELITY MERRIMACK STR TR
SOLEShares47.71K
TypeSH
Market value$2.40M
1.84%
Sole
0.00
Shared
0.00
None
47.71K
VANGUARD SCOTTSDALE FDS
SOLEShares27.82K
TypeSH
Market value$2.33M
1.78%
Sole
0.00
Shared
0.00
None
27.82K
AMERICAN CENTY ETF TR
SOLEShares20.17K
TypeSH
Market value$2.25M
1.73%
Sole
0.00
Shared
0.00
None
20.17K
VANGUARD INDEX FDS
SOLEShares8.38K
TypeSH
Market value$2.16M
1.66%
Sole
0.00
Shared
0.00
None
8.38K
DIMENSIONAL ETF TRUST
SOLEShares46.73K
TypeSH
Market value$1.78M
1.36%
Sole
0.00
Shared
0.00
None
46.73K
AMERICAN CENTY ETF TR
SOLEShares20.29K
TypeSH
Market value$1.67M
1.28%
Sole
0.00
Shared
0.00
None
20.29K
VANGUARD BD INDEX FDS
SOLEShares20.90K
TypeSH
Market value$1.63M
1.25%
Sole
0.00
Shared
0.00
None
20.90K
AMERICAN CENTY ETF TR
SOLEShares35.43K
TypeSH
Market value$1.54M
1.18%
Sole
0.00
Shared
0.00
None
35.43K
DIMENSIONAL ETF TRUST
SOLEShares46.31K
TypeSH
Market value$1.52M
1.16%
Sole
0.00
Shared
0.00
None
46.31K
VANGUARD INDEX FDS
SOLEShares4.59K
TypeSH
Market value$1.45M
1.11%
Sole
0.00
Shared
0.00
None
4.59K
AMERICAN CENTY ETF TR
SOLEShares31.35K
TypeSH
Market value$1.31M
1.01%
Sole
0.00
Shared
0.00
None
31.35K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 176.62K | SH | $26.26M 20.12% | 0.00 | 0.00 | 176.62K |
ISHARES TRSOLE | CORE MSCI EAFE | 119.06K | SH | $10.65M 8.16% | 0.00 | 0.00 | 119.06K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 23.76K | SH | $7.97M 6.10% | 0.00 | 0.00 | 23.76K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 54.62K | SH | $5.83M 4.46% | 0.00 | 0.00 | 54.62K |
ISHARES INCSOLE | CORE MSCI EMKT | 80.17K | SH | $5.39M 4.13% | 0.00 | 0.00 | 80.17K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 85.61K | SH | $5.35M 4.10% | 0.00 | 0.00 | 85.61K |
ISHARES TRSOLE | NATIONAL MUN ETF | 40.08K | SH | $4.29M 3.29% | 0.00 | 0.00 | 40.08K |
ISHARES TRSOLE | CORE UNIVRSL USD | 81.59K | SH | $3.80M 2.91% | 0.00 | 0.00 | 81.59K |
GLOBAL X FDSSOLE | 1-3 MONTH T-BILL | 35.47K | SH | $3.55M 2.72% | 0.00 | 0.00 | 35.47K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 68.21K | SH | $3.03M 2.32% | 0.00 | 0.00 | 68.21K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 49.51K | SH | $2.66M 2.04% | 0.00 | 0.00 | 49.51K |
ISHARES TRSOLE | CORE S&P US VLU | 24.49K | SH | $2.51M 1.92% | 0.00 | 0.00 | 24.49K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 32.73K | SH | $2.43M 1.86% | 0.00 | 0.00 | 32.73K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 47.30K | SH | $2.40M 1.84% | 0.00 | 0.00 | 47.30K |
FIDELITY MERRIMACK STR TRSOLE | SYSTEMATIC MUN | 47.71K | SH | $2.40M 1.84% | 0.00 | 0.00 | 47.71K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 27.82K | SH | $2.33M 1.78% | 0.00 | 0.00 | 27.82K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 20.17K | SH | $2.25M 1.73% | 0.00 | 0.00 | 20.17K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 8.38K | SH | $2.16M 1.66% | 0.00 | 0.00 | 8.38K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 46.73K | SH | $1.78M 1.36% | 0.00 | 0.00 | 46.73K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 20.29K | SH | $1.67M 1.28% | 0.00 | 0.00 | 20.29K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 20.90K | SH | $1.63M 1.25% | 0.00 | 0.00 | 20.90K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 35.43K | SH | $1.54M 1.18% | 0.00 | 0.00 | 35.43K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 46.31K | SH | $1.52M 1.16% | 0.00 | 0.00 | 46.31K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 4.59K | SH | $1.45M 1.11% | 0.00 | 0.00 | 4.59K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 31.35K | SH | $1.31M 1.01% | 0.00 | 0.00 | 31.35K |
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