Life Planning Partners, Inc holds a focused book of 71 reported positions worth $134.5M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-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 reported non-option book.
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
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Life Planning Partners, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 14 / 71 | $1.0B |
| United Services Automobile Association | 7 / 71 | $1.1B |
| GuidedMoney, LLC | 12 / 71 | $192.4M |
| Retirement Investment Advisors, Inc. | 20 / 71 | $1.2B |
| Prosperity Advisers, LLC | 17 / 71 | $119.0M |
| Vista Capital Partners, Inc. | 32 / 71 | $965.8M |
| CBIZ Investment Advisory Services, LLC | 33 / 71 | $2.3B |
| Johnson Financial Group, LLC | 31 / 71 | $1.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Life Planning Partners, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 71 | $134.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 29d | 68 | $131.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 16d | 66 | $130.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 24d | 70 | $136.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 21d | 65 | $125.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 61 | $110.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 43d | 59 | $108.1M | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 29d | 60 | $112.0M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 31, 2024 | 31d | 62 | $110.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.