Life Planning Partners, Inc - Portfolio Stock Holdings
Life Planning Partners, Inc disclosed 74 stock positions in a recent SEC 13F filing. $134,543,024 of stock holdings were filed, with the largest holdings including ITOT, IEFA, and VTI. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $354,041,734 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
74Est. Stock Holding Value:
$134,543,024Top Stock Holdings By Sector
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Portfolio Stock Holdings - Life Planning Partners, Inc
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