Filed: 4/29/2026ACC: 0001910934-26-000002
📋 What this filing means
LIFE PLANNING PARTNERS, INC filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $131.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$131.01M
Total AUM (reported)
1.55M
Total Shares
Allocation by class
CORE S&P TTL STK$25.14M19.2%
CORE MSCI EAFE$10.77M8.2%
TOTAL STK MKT$7.57M5.8%
SHRT NAT MUN ETF$5.81M4.4%
CORE MSCI EMKT$5.68M4.3%
VAN FTSE DEV MKT$5.65M4.3%
COM$5.40M4.1%
Portfolio Concentration
Top 3$43.48M33.2%
4–10$32.04M24.5%
11–25$30.92M23.6%
Rest$24.57M18.8%
Top 3 weight
33.2%
Top 10 weight
57.6%
Voting Authority Distribution
Total shares with voting rights: 1.55M
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
1.55M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings68
Rows:
ISHARES TR
SOLEShares176.51K
TypeSH
Market value$25.14M
19.19%
Sole
0.00
Shared
0.00
None
176.51K
ISHARES TR
SOLEShares118.98K
TypeSH
Market value$10.77M
8.22%
Sole
0.00
Shared
0.00
None
118.98K
VANGUARD INDEX FDS
SOLEShares23.61K
TypeSH
Market value$7.57M
5.78%
Sole
0.00
Shared
0.00
None
23.61K
ISHARES TR
SOLEShares54.58K
TypeSH
Market value$5.81M
4.44%
Sole
0.00
Shared
0.00
None
54.58K
ISHARES INC
SOLEShares81.40K
TypeSH
Market value$5.68M
4.33%
Sole
0.00
Shared
0.00
None
81.40K
VANGUARD TAX-MANAGED FDS
SOLEShares88.22K
TypeSH
Market value$5.65M
4.31%
Sole
0.00
Shared
0.00
None
88.22K
ISHARES TR
SOLEShares42.18K
TypeSH
Market value$4.48M
3.42%
Sole
0.00
Shared
0.00
None
42.18K
ISHARES TR
SOLEShares81.40K
TypeSH
Market value$3.76M
2.87%
Sole
0.00
Shared
0.00
None
81.40K
GLOBAL X FDS
SOLEShares35.55K
TypeSH
Market value$3.57M
2.72%
Sole
0.00
Shared
0.00
None
35.55K
SPDR INDEX SHS FDS
SOLEShares67.75K
TypeSH
Market value$3.09M
2.36%
Sole
0.00
Shared
0.00
None
67.75K
VANGUARD INTL EQUITY INDEX F
SOLEShares50.19K
TypeSH
Market value$2.71M
2.07%
Sole
0.00
Shared
0.00
None
50.19K
ISHARES TR
SOLEShares49.85K
TypeSH
Market value$2.52M
1.92%
Sole
0.00
Shared
0.00
None
49.85K
ISHARES TR
SOLEShares24.49K
TypeSH
Market value$2.50M
1.91%
Sole
0.00
Shared
0.00
None
24.49K
DIMENSIONAL ETF TRUST
SOLEShares33.69K
TypeSH
Market value$2.39M
1.82%
Sole
0.00
Shared
0.00
None
33.69K
AMERICAN CENTY ETF TR
SOLEShares21K
TypeSH
Market value$2.33M
1.78%
Sole
0.00
Shared
0.00
None
21K
VANGUARD INDEX FDS
SOLEShares8.73K
TypeSH
Market value$2.29M
1.75%
Sole
0.00
Shared
0.00
None
8.73K
VANGUARD SCOTTSDALE FDS
SOLEShares27.25K
TypeSH
Market value$2.25M
1.72%
Sole
0.00
Shared
0.00
None
27.25K
FIDELITY MERRIMACK STR TR
SOLEShares44.77K
TypeSH
Market value$2.22M
1.70%
Sole
0.00
Shared
0.00
None
44.77K
DIMENSIONAL ETF TRUST
SOLEShares51.75K
TypeSH
Market value$2.02M
1.54%
Sole
0.00
Shared
0.00
None
51.75K
AMERICAN CENTY ETF TR
SOLEShares22.27K
TypeSH
Market value$1.89M
1.44%
Sole
0.00
Shared
0.00
None
22.27K
AMERICAN CENTY ETF TR
SOLEShares39.42K
TypeSH
Market value$1.74M
1.32%
Sole
0.00
Shared
0.00
None
39.42K
VANGUARD BD INDEX FDS
SOLEShares20.86K
TypeSH
Market value$1.61M
1.23%
Sole
0.00
Shared
0.00
None
20.86K
DIMENSIONAL ETF TRUST
SOLEShares46.31K
TypeSH
Market value$1.57M
1.20%
Sole
0.00
Shared
0.00
None
46.31K
VANGUARD INDEX FDS
SOLEShares5.14K
TypeSH
Market value$1.54M
1.17%
Sole
0.00
Shared
0.00
None
5.14K
AMERICAN CENTY ETF TR
SOLEShares32.09K
TypeSH
Market value$1.33M
1.02%
Sole
0.00
Shared
0.00
None
32.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 176.51K | SH | $25.14M 19.19% | 0.00 | 0.00 | 176.51K |
ISHARES TRSOLE | CORE MSCI EAFE | 118.98K | SH | $10.77M 8.22% | 0.00 | 0.00 | 118.98K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 23.61K | SH | $7.57M 5.78% | 0.00 | 0.00 | 23.61K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 54.58K | SH | $5.81M 4.44% | 0.00 | 0.00 | 54.58K |
ISHARES INCSOLE | CORE MSCI EMKT | 81.40K | SH | $5.68M 4.33% | 0.00 | 0.00 | 81.40K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 88.22K | SH | $5.65M 4.31% | 0.00 | 0.00 | 88.22K |
ISHARES TRSOLE | NATIONAL MUN ETF | 42.18K | SH | $4.48M 3.42% | 0.00 | 0.00 | 42.18K |
ISHARES TRSOLE | CORE UNIVRSL USD | 81.40K | SH | $3.76M 2.87% | 0.00 | 0.00 | 81.40K |
GLOBAL X FDSSOLE | 1-3 MONTH T-BILL | 35.55K | SH | $3.57M 2.72% | 0.00 | 0.00 | 35.55K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 67.75K | SH | $3.09M 2.36% | 0.00 | 0.00 | 67.75K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 50.19K | SH | $2.71M 2.07% | 0.00 | 0.00 | 50.19K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 49.85K | SH | $2.52M 1.92% | 0.00 | 0.00 | 49.85K |
ISHARES TRSOLE | CORE S&P US VLU | 24.49K | SH | $2.50M 1.91% | 0.00 | 0.00 | 24.49K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 33.69K | SH | $2.39M 1.82% | 0.00 | 0.00 | 33.69K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 21K | SH | $2.33M 1.78% | 0.00 | 0.00 | 21K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 8.73K | SH | $2.29M 1.75% | 0.00 | 0.00 | 8.73K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 27.25K | SH | $2.25M 1.72% | 0.00 | 0.00 | 27.25K |
FIDELITY MERRIMACK STR TRSOLE | SYSTEMATIC MUN | 44.77K | SH | $2.22M 1.70% | 0.00 | 0.00 | 44.77K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 51.75K | SH | $2.02M 1.54% | 0.00 | 0.00 | 51.75K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 22.27K | SH | $1.89M 1.44% | 0.00 | 0.00 | 22.27K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 39.42K | SH | $1.74M 1.32% | 0.00 | 0.00 | 39.42K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 20.86K | SH | $1.61M 1.23% | 0.00 | 0.00 | 20.86K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 46.31K | SH | $1.57M 1.20% | 0.00 | 0.00 | 46.31K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 5.14K | SH | $1.54M 1.17% | 0.00 | 0.00 | 5.14K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 32.09K | SH | $1.33M 1.02% | 0.00 | 0.00 | 32.09K |
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