Life Planning Partners, Inc

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CIK 1910934

13F portfolio (2026-Q1)

$131M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

Top 5

42.0%

Top 10

57.6%

Effective N

16.4

HHI

0.061

This quarter

3 new · 0 exit →

By sector

Unclassified95.4%

Industrials1.9%

Consumer Discretionary0.8%

Information Technology0.6%

Financials0.6%

Energy0.5%

Health Care0.3%

By market cap

Unknown95.4%

Mega (>$200B)2.7%

Large ($10–200B)1.7%

Mid ($2–10B)0.2%

By region

Other95.4%

North America4.6%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	95.41%	56
Transportation Infrastructure	1.19%	2
Automobiles & Components	0.80%	1
Machinery	0.73%	1
Banks	0.55%	2
Oil, Gas & Consumable Fuels	0.45%	2
Software	0.44%	2
Pharmaceuticals & Biotechnology	0.27%	1
Technology Hardware & Equipment	0.17%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	ITOT	ISHARES TR	Unclassified	19.19%
2	IEFA	ISHARES TR	Unclassified	8.22%
3	VTI	VANGUARD INDEX FDS	Unclassified	5.78%
4	SUB	ISHARES TR	Unclassified	4.44%
5	IEMG	ISHARES INC	Unclassified	4.33%
6	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	4.31%
7	MUB	ISHARES TR	Unclassified	3.42%
8	IUSB	ISHARES TR	Unclassified	2.87%
9	CLIP	GLOBAL X FDS	Unclassified	2.72%
10	SPDW	SPDR INDEX SHS FDS	Unclassified	2.36%

12/68 names classified · sector 4.6% of weight · industry 4.6% · mkt cap 4.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 14 quarters

IndustrialsXPO, GXO, PH, DOV, RXO · other

FinancialsBAC, JPM, BRK.B, FNF, ALL · other

Consumer DiscretionaryTSLA, COST, MCD, TEL, CNNE · other

Information TechnologyMSFT, PLTR, IBM, AAPL, CSCO · other

Health CareABBV, JNJ, PFE, BRKR, BMY · other

EnergyCVX, XOM, COP

MaterialsNKE, PG, WPM, DD, NEM · other

Consumer StaplesKO, PEP, SJM, HSY, MDLZ

Communication ServicesVZ, GOOG, CMCSA, T, BCE · other

Utilities

Real Estate

UnclassifiedITOT, IEFA, VTI, SUB, IUSB · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 4.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 5% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (12 classified)Life Planning Partners, Inc centroid (Large Core)

IndustrialsConsumer DiscretionaryInformation TechnologyFinancialsEnergyHealth Care

Style box summary for Life Planning Partners, Inc: centroid Large Core. Heaviest cells: Large Growth 1.3%, Large Core 1.1%, Large Value 1.0%.

Classified: 4.6% of book weight (12/68 names) · unclassified 95.4%: ITOT, IEFA, VTI, SUB, IEMG, VEA, MUB, IUSB, CLIP, SPDW +46 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 68 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	ITOTISHARES TR	176,509	$25M	19.2%	HOLD
2	IEFAISHARES TR	118,985	$11M	8.2%	HOLD
3	VTIVANGUARD INDEX FDS	23,605	$8M	5.8%	HOLD
4	SUBISHARES TR	54,582	$6M	4.4%	HOLD
5	IEMGISHARES INC	81,403	$6M	4.3%	HOLD
6	VEAVANGUARD TAX-MANAGED FDS	88,216	$6M	4.3%	ADD 3%
7	MUBISHARES TR	42,179	$4M	3.4%	ADD 5%
8	IUSBISHARES TR	81,398	$4M	2.9%	HOLD
9	CLIPGLOBAL X FDS	35,548	$4M	2.7%	HOLD
10	SPDWSPDR INDEX SHS FDS	67,750	$3M	2.4%	HOLD
11	VWOVANGUARD INTL EQUITY INDEX F	50,185	$3M	2.1%	HOLD
12	SLQDISHARES TR	49,850	$3M	1.9%	ADD 5%
13	IUSVISHARES TR	24,491	$3M	1.9%	HOLD
14	DFUSDIMENSIONAL ETF TRUST	33,693	$2M	1.8%	ADD 3%
15	AVUSAMERICAN CENTY ETF TR	20,999	$2M	1.8%	ADD 4%
16	VBVANGUARD INDEX FDS	8,735	$2M	1.7%	ADD 4%
17	VCITVANGUARD SCOTTSDALE FDS	27,248	$2M	1.7%	TRIM −2%
18	FMUNFIDELITY MERRIMACK STR TR	44,768	$2M	1.7%	TRIM −6%
19	DFAIDIMENSIONAL ETF TRUST	51,748	$2M	1.5%	ADD 11%
20	AVDEAMERICAN CENTY ETF TR	22,265	$2M	1.4%	ADD 10%
21	AVREAMERICAN CENTY ETF TR	39,425	$2M	1.3%	ADD 11%
22	BIVVANGUARD BD INDEX FDS	20,863	$2M	1.2%	HOLD
23	DFAXDIMENSIONAL ETF TRUST	46,307	$2M	1.2%	HOLD
24	VVVANGUARD INDEX FDS	5,144	$2M	1.2%	ADD 12%
25	AVIGAMERICAN CENTY ETF TR	32,091	$1M	1.0%	ADD 2%
26	XPOXPO INC	6,385	$1M	0.9%	HOLD
27	VTEBVANGUARD MUN BD FDS	23,968	$1M	0.9%	HOLD
28	IVVISHARES TR	1,826	$1M	0.9%	HOLD
29	BNDVANGUARD BD INDEX FDS	15,677	$1M	0.9%	HOLD
30	VEUVANGUARD INTL EQUITY INDEX F	14,783	$1M	0.8%	HOLD
31	FRELFIDELITY COVINGTON TRUST	40,892	$1M	0.8%	HOLD
32	TSLATESLA INC	2,802	$1M	0.8%	HOLD
33	IXUSISHARES TR	11,669	$1M	0.8%	HOLD
34	VUSBVANGUARD BD INDEX FDS	19,595	$975,559	0.7%	HOLD
35	PHPARKER-HANNIFIN CORP	1,072	$959,697	0.7%	TRIM −19%
36	VSSVANGUARD INTL EQUITY INDEX F	6,558	$956,091	0.7%	TRIM −5%
37	LQDISHARES TR	8,686	$946,686	0.7%	HOLD
38	VBRVANGUARD INDEX FDS	3,666	$796,439	0.6%	HOLD
39	VTVVANGUARD INDEX FDS	3,726	$730,963	0.6%	HOLD
40	BSVVANGUARD BD INDEX FDS	6,861	$537,971	0.4%	HOLD
41	SPEMSPDR INDEX SHS FDS	11,466	$537,870	0.4%	HOLD
42	VNQIVANGUARD INTL EQUITY INDEX F	12,066	$536,338	0.4%	TRIM −8%
43	SCHCSCHWAB STRATEGIC TR	10,338	$483,198	0.4%	HOLD
44	DFNMDIMENSIONAL ETF TRUST	10,070	$482,655	0.4%	HOLD
45	CMFISHARES TR	8,337	$474,042	0.4%	HOLD
46	VGKVANGUARD INTL EQUITY INDEX F	5,637	$464,658	0.4%	HOLD
47	EWXSPDR INDEX SHS FDS	6,000	$396,720	0.3%	HOLD
48	DFICDIMENSIONAL ETF TRUST	10,960	$389,409	0.3%	HOLD
49	BACBANK AMERICA CORP	7,837	$382,051	0.3%	HOLD
50	CVXCHEVRON CORP NEW	1,839	$380,442	0.3%	HOLD
51	VCSHVANGUARD SCOTTSDALE FDS	4,607	$365,196	0.3%	TRIM −3%
52	AVDVAMERICAN CENTY ETF TR	3,605	$359,995	0.3%	HOLD
53	AGGISHARES TR	3,556	$353,038	0.3%	ADD 5%
54	ABBVABBVIE INC	1,603	$348,636	0.3%	HOLD
55	JPMJPMORGAN CHASE & CO	1,162	$341,814	0.3%	TRIM −15%
56	GXOGXO LOGISTICS INCORPORATED	6,055	$313,952	0.2%	HOLD
57	PLTRPALANTIR TECHNOLOGIES INC	2,048	$299,510	0.2%	HOLD
58	AVIVAMERICAN CENTY ETF TR	3,920	$293,334	0.2%	HOLD
59	VNQVANGUARD INDEX FDS	3,225	$286,068	0.2%	HOLD
60	IWYISHARES TR	1,142	$284,175	0.2%	HOLD
61	MSFTMICROSOFT CORP	739	$273,447	0.2%	ADD 40%
62	IJSISHARES TR	2,114	$250,403	0.2%	HOLD
63	AVESAMERICAN CENTY ETF TR	4,130	$247,717	0.2%	HOLD
64	ISTBISHARES TR	4,979	$241,282	0.2%	NEW
65	AAPLAPPLE INC	858	$217,739	0.2%	HOLD
66	XOMEXXON MOBIL CORP	1,234	$209,352	0.2%	NEW
67	VTESVANGUARD WELLINGTON FD	2,000	$202,280	0.2%	HOLD
68	DFIVDIMENSIONAL ETF TRUST	3,811	$201,145	0.2%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ITOTISHARES TR

186K

185K

177K

$25M

IEFAISHARES TR

120K

122K

125K

126K

119K

$11M

VTIVANGUARD INDEX FDS

27K

28K

24K

$8M

SUBISHARES TR

57K

56K

51K

53K

55K

$6M

IEMGISHARES INC

81K

83K

85K

86K

80K

81K

$6M

VEAVANGUARD TAX-MANAGED FDS

91K

92K

91K

86K

88K

$6M

MUBISHARES TR

35K

39K

40K

42K

$4M

IUSBISHARES TR

97K

93K

86K

83K

82K

81K

$4M

CLIPGLOBAL X FDS

—

13K

17K

30K

35K

36K

$4M

SPDWSPDR INDEX SHS FDS

87K

86K

68K

$3M

VWOVANGUARD INTL EQUITY INDEX F

49K

51K

50K

$3M

SLQDISHARES TR

29K

28K

31K

36K

47K

50K

$3M

IUSVISHARES TR

24K

$3M

DFUSDIMENSIONAL ETF TRUST

28K

31K

35K

33K

34K

$2M

AVUSAMERICAN CENTY ETF TR

10K

12K

26K

27K

20K

21K

$2M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Life Planning Partners, Inc