Life Planning Partners, Inc holds a focused book of 71 stocks worth $134.5M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Total Intl Stock and trimmed Ishares Core S&P Total U.S.. Their largest long position is Ishares Core S&P Total U.S. at 20% of the equity book. Cloning the disclosed picks since 2025 would be +22% (+14.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Life Planning Partners, Inc's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Life Planning Partners, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Life Planning Partners, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 74 / 71 | $66.8B |
| COMMONWEALTH EQUITY SERVICES, LLC | 74 / 71 | $15.5B |
| OSAIC HOLDINGS, INC. | 74 / 71 | $12.7B |
| MORGAN STANLEY | 73 / 71 | $318.5B |
| ENVESTNET ASSET MANAGEMENT INC | 73 / 71 | $98.4B |
| Farther Finance Advisors, LLC | 73 / 71 | $3.0B |
| JPMORGAN CHASE & CO | 72 / 71 | $260.3B |
| JONES FINANCIAL COMPANIES LLLP | 72 / 71 | $90.6B |
Ranked by how many of Life Planning Partners, Inc's top 71 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P TTL STK | $26.6M | 161.7K | 19.7% | ▼−8.4% Reduced · −15K sh | |
| 2 | Ishares TR CORE MSCI EAFE | $10.6M | 109.8K | 7.9% | ▼−7.7% Reduced · −9K sh | |
| 3 | Vanguard Index FDS TOTAL STK MKT | $8.5M | 23.1K | 6.3% | ▼−2.3% Reduced · −551 sh | |
| 4 | Ishares Inc CORE MSCI EMKT | $6.1M | 74.1K | 4.6% | ▼−8.9% Reduced · −7K sh | |
| 5 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $5.8M | 80.9K | 4.3% | ▼−8.3% Reduced · −7K sh | |
| 6 | Ishares TR SHRT NAT MUN ETF | $5.4M | 50.5K | 4.0% | ▼−7.5% Reduced · −4K sh | |
| 7 | Ishares TR NATIONAL MUN ETF | $4.5M | 41.8K | 3.3% | ▼−0.8% Reduced · −336 sh | |
| 8 | Global X FDS 1 3 MO T BI ET | $3.7M | 36.5K | 2.7% | ▲+2.8% Added · +993 sh | |
| 9 | SPDR Index SHS FDS ST STR PO EX ETF | $3.4M | 67.8K | 2.5% | —Held | |
| 10 | Ishares TR CORE UNIVRSL USD | $3.3M | 71.6K | 2.5% | ▼−12% Reduced · −10K sh | |
| 11 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.8M | 46.6K | 2.1% | ▼−7.1% Reduced · −4K sh | |
| 12 | Ishares TR CORE S&P US VLU | $2.7M | 24.5K | 2.0% | —Held | |
| 13 | Dimensional ETF Trust US EQUI MARK ETF | $2.6M | 31.9K | 1.9% | ▼−5.4% Reduced · −2K sh | |
| 14 | Ishares TR 0-5YR INVT GR CP | $2.6M | 50.9K | 1.9% | ▲+2.0% Added · +1K sh | |
| 15 | American Centy ETF TR US EQT ETF | $2.5M | 19.4K | 1.8% | ▼−7.7% Reduced · −2K sh | |
| 16 | Vanguard Scottsdale FDS INT-TERM CORP | $2.2M | 26.1K | 1.6% | ▼−4.1% Reduced · −1K sh | |
| 17 | Vanguard Index FDS SMALL CP ETF | $2.1M | 6.8K | 1.5% | ▼−22% Reduced · −2K sh | |
| 18 | Dimensional ETF Trust INTL CORE EQT MK | $2.0M | 48.1K | 1.5% | ▼−7.0% Reduced · −4K sh | |
| 19 | Fidelity Merrimack STR TR SYSTEMATIC MUN | $1.9M | 38.5K | 1.4% | ▼−14% Reduced · −6K sh | |
| 20 | American Centy ETF TR REAL ESTATE ETF | $1.8M | 38.3K | 1.4% | ▼−2.8% Reduced · −1K sh | |
| 21 | Dimensional ETF Trust WORLD EX US CORE | $1.6M | 42.7K | 1.2% | ▼−7.7% Reduced · −4K sh | |
| 22 | Vanguard BD Index FDS INTERMED TERM | $1.5M | 19.2K | 1.1% | ▼−7.9% Reduced · −2K sh | |
| 23 | American Centy ETF TR INTL EQT ETF | $1.4M | 15.3K | 1.0% | ▼−32% Reduced · −7K sh | |
| 24 | Vanguard Index FDS LARGE CAP ETF | $1.4M | 3.9K | 1.0% | ▼−24% Reduced · −1K sh | |
| 25 | American Centy ETF TR AVANTIS CORE FI | $1.3M | 31.8K | 1.0% | ▼−0.9% Reduced · −292 sh | |
| 26 | Xpo Inc COM | $1.3M | 6.4K | 1.0% | —Held | |
| 27 | Ishares TR CORE S&P500 ETF | $1.3M | 1.7K | 0.9% | ▼−7.9% Reduced · −145 sh | |
| 28 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.2M | 13.9K | 0.9% | ▼−6.1% Reduced · −897 sh | |
| 29 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.1M | 22.3K | 0.8% | ▼−7.0% Reduced · −2K sh | |
| 30 | Ishares TR IBOXX INV CP ETF | $1.1M | 10.2K | 0.8% | ▲+17% Added · +1K sh | |
| 31 | Vanguard BD Index FDS TOTAL BND MRKT | $1.1M | 15.0K | 0.8% | ▼−4.1% Reduced · −638 sh | |
| 32 | Fidelity Covington Trust MSCI RL EST ETF | $1.1M | 37.2K | 0.8% | ▼−8.9% Reduced · −4K sh | |
| 33 | Ishares TR CORE MSCI TOTAL | $1.1M | 11.1K | 0.8% | ▼−5.2% Reduced · −608 sh | |
| 34 | Parker-Hannifin Corp COM | $1.0M | 1.1K | 0.8% | —Held | |
| 35 | Vanguard BD Index FDS VANGUARD ULTRA | $941K | 18.9K | 0.7% | ▼−3.5% Reduced · −694 sh | |
| 36 | Vanguard Index FDS SM CP VAL ETF | $864K | 3.6K | 0.6% | ▼−3.0% Reduced · −109 sh | |
| 37 | Vanguard Star FDS VG TL INTL STK F | $855K | 10.0K | 0.6% | ▲New New position | |
| 38 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $852K | 5.5K | 0.6% | ▼−16% Reduced · −1K sh | |
| 39 | Alphabet Inc CAP STK CL C | $827K | 2.3K | 0.6% | ▲New New position | |
| 40 | Vanguard Index FDS VALUE ETF | $809K | 3.7K | 0.6% | ▼−0.3% Reduced · −13 sh | |
| 41 | Ishares TR CALIF MUN BD ETF | $614K | 10.6K | 0.5% | ▲+28% Added · +2K sh | |
| 42 | SPDR Index SHS FDS ST PORT MARK ETF | $594K | 11.5K | 0.4% | —Held | |
| 43 | Vanguard BD Index FDS SHORT TRM BOND | $525K | 6.7K | 0.4% | ▼−1.9% Reduced · −128 sh | |
| 44 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $499K | 5.6K | 0.4% | —Held | |
| 45 | Schwab Strategic TR INTL SCEQT ETF | $497K | 10.3K | 0.4% | —Held | |
| 46 | Dimensional ETF Trust NATL MUN BD ETF | $473K | 9.8K | 0.4% | ▼−2.8% Reduced · −286 sh | |
| 47 | SPDR Index SHS FDS ST MARKE CAP ETF | $446K | 6.0K | 0.3% | —Held | |
| 48 | Bank Of Amer Corp COM | $429K | 7.5K | 0.3% | ▼−4.0% Reduced · −317 sh | |
| 49 | Vanguard Intl Equity Index F GLB EX US ETF | $428K | 9.5K | 0.3% | ▼−21% Reduced · −3K sh | |
| 50 | Ishares TR CORE US AGGBD ET | $416K | 4.2K | 0.3% | ▲+18% Added · +643 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 71 | $134.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 68 | $131.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 66 | $130.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 70 | $136.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 65 | $125.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 61 | $110.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 59 | $108.1M | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 60 | $112.0M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 31, 2024 | 62 | $110.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.