Partners in Financial Planning holds a focused book of 131 stocks worth $659.5M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Invesco S&P 500 Equal Weight and trimmed Vanguard Value ETF. Their largest long position is Vanguard Total Bond Market at 12% of the equity 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.
6% 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 Partners in Financial Planning
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $461.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $123.3B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $107.7B |
| LPL Financial LLC | 80 / 80 | $89.4B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $16.9B |
| JPMORGAN CHASE & CO | 79 / 80 | $417.6B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $401.7B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $150.1B |
Ranked by how many of Partners in Financial Planning's top 80 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 | Vanguard Total Bond Market ETF TOTAL BND MRKT | $78.0M | 1.06M | 11.8% | ▲+1.6% Added · +16K sh | |
| 2 | Vanguard Growth ETF GROWTH ETF | $71.1M | 824.9K | 10.8% | ▲+505% Added · +689K sh | |
| 3 | Vanguard Value ETF VALUE ETF | $65.3M | 299.6K | 9.9% | ▼−2.5% Reduced · −8K sh | |
| 4 | Vanguard Total International Bond ETF TOTAL INT BD ETF | $62.4M | 1.29M | 9.5% | ▲+4.2% Added · +52K sh | |
| 5 | Vanguard Ftse Developed Markets ETF VAN FTSE DEV MKT | $55.0M | 771.8K | 8.3% | ▼−2.2% Reduced · −18K sh | |
| 6 | Vanguard Short-Term Bond ETF SHORT TRM BOND | $38.1M | 489.0K | 5.8% | ▲+2.4% Added · +12K sh | |
| 7 | Vanguard Small-Cap Growth ETF SML CP GRW ETF | $24.2M | 66.3K | 3.7% | ▼−0.8% Reduced · −567 sh | |
| 8 | Vanguard Small Cap Value ETF SM CP VAL ETF | $24.2M | 99.6K | 3.7% | ▼−2.2% Reduced · −2K sh | |
| 9 | Vanguard Ftse Emerging Markets ETF FTSE EMR MKT ETF | $18.1M | 302.9K | 2.7% | ▼−1.0% Reduced · −3K sh | |
| 10 | Vanguard Ftse All-World Ex-US Small-Cap ETF FTSE SMCAP ETF | $16.2M | 105.2K | 2.5% | ▼−0.5% Reduced · −493 sh | |
| 11 | Vanguard Real Estate ETF REAL ESTATE ETF | $15.6M | 161.2K | 2.4% | ▲+2.4% Added · +4K sh | |
| 12 | State Street SPDR Portfolio Developed World Ex-US ETF ST STR PO EX ETF | $14.7M | 291.1K | 2.2% | ▲+0.4% Added · +1K sh | |
| 13 | Vanguard Tax-Exempt Bond ETF TAX EXEMPT BD | $13.3M | 262.4K | 2.0% | ▲+11% Added · +26K sh | |
| 14 | Vanguard Total Stock Market ETF TOTAL STK MKT | $13.2M | 35.6K | 2.0% | ▲+1.6% Added · +548 sh | |
| 15 | Ishares Short-Term National Muni Bond ETF SHRT NAT MUN ETF | $11.7M | 110.2K | 1.8% | ▲+7.8% Added · +8K sh | |
| 16 | Vanguard Intermediate-Term Corporate Bond ETF INT-TERM CORP | $8.3M | 100.9K | 1.3% | ▲+3.6% Added · +4K sh | |
| 17 | Vanguard S&P 500 ETF S&P 500 ETF SHS | $7.5M | 10.9K | 1.1% | ▲+0.1% Added · +9 sh | |
| 18 | Ishares National Muni Bond ETF NATIONAL MUN ETF | $6.9M | 63.9K | 1.0% | ▼−0.8% Reduced · −490 sh | |
| 19 | State Street SPDR Portfolio S&P 500 Growth ETF ST STR P500GRW | $4.9M | 41.4K | 0.7% | ▼−3.3% Reduced · −1K sh | |
| 20 | Vanguard Mid-Cap ETF MID CAP ETF | $4.5M | 56.4K | 0.7% | ▲+301% Added · +42K sh | |
| 21 | State Street SPDR Portfolio S&P 500 Value ETF ST STR P500VAL | $4.3M | 70.6K | 0.7% | ▲+0.7% Added · +472 sh | |
| 22 | Ishares Msci Eafe Small-Cap ETF EAFE SML CP ETF | $4.2M | 51.5K | 0.6% | ▲+3.2% Added · +2K sh | |
| 23 | Vanguard Extended Market ETF EXTEND MKT ETF | $3.8M | 15.6K | 0.6% | ▼−2.2% Reduced · −359 sh | |
| 24 | State Street SPDR Portfolio Emerging Markets ETF ST PORT MARK ETF | $3.7M | 71.6K | 0.6% | ▲+0.5% Added · +329 sh | |
| 25 | State Street SPDR S&P 600 Small Cap Value ETF ST STR SP600SM C | $3.5M | 31.7K | 0.5% | ▲~0% Added · +8 sh | |
| 26 | Vanguard U.S. Multifactor ETF US MULTIFACTOR | $3.4M | 19.3K | 0.5% | ▼~0% Reduced · −7 sh | |
| 27 | Ishares Core International Aggregate Bond ETF CORE INTL AGGR | $3.3M | 65.6K | 0.5% | ▲+5.8% Added · +4K sh | |
| 28 | Vanguard Large-Cap ETF LARGE CAP ETF | $3.0M | 8.7K | 0.5% | ▲+0.1% Added · +12 sh | |
| 29 | Norfolk Southn Corp Com COM | $2.9M | 9.4K | 0.4% | —Held | |
| 30 | State Street SPDR Portfolio Aggregate Bond ETF ST STR AGGRE ETF | $2.7M | 106.3K | 0.4% | ▲+1.0% Added · +1K sh | |
| 31 | State Street SPDR S&P 500 ETF TR UNIT | $2.3M | 3.0K | 0.3% | ▲+228% Added · +2K sh | |
| 32 | State Street SPDR S&P 600 Small Cap Growth ETF ST STR SP600GRWO | $2.2M | 18.2K | 0.3% | ▼−2.8% Reduced · −532 sh | |
| 33 | Vanguard Ftse All-World Ex-US Index Fund ALLWRLD EX US | $2.1M | 25.2K | 0.3% | ▼−5.8% Reduced · −2K sh | |
| 34 | Vanguard Small-Cap ETF SMALL CP ETF | $2.0M | 6.7K | 0.3% | ▲+0.1% Added · +8 sh | |
| 35 | ExxonMobil Holdings Corp Com SHS COM | $1.7M | 12.6K | 0.3% | —Held | |
| 36 | Apple Inc Com COM | $1.7M | 5.9K | 0.3% | ▼−3.7% Reduced · −225 sh | |
| 37 | Ishares Russell 1000 Growth ETF RUS 1000 GRW ETF | $1.6M | 13.3K | 0.2% | ▲+300% Added · +10K sh | |
| 38 | Seagate Technology HLDNGS PLC Ord SHS ORD SHS | $1.5M | 1.6K | 0.2% | —Held | |
| 39 | Steel Dynamics Inc Com COM | $1.5M | 6.4K | 0.2% | ▼−3.3% Reduced · −220 sh | |
| 40 | Vanguard Total International Stock ETF VG TL INTL STK F | $1.5M | 17.2K | 0.2% | ▼−7.4% Reduced · −1K sh | |
| 41 | Ishares U.S. Equity Factor ETF U S EQUITY FACTR | $1.4M | 18.9K | 0.2% | ▲+0.2% Added · +31 sh | |
| 42 | Amazon Com Inc Com COM | $1.4M | 5.7K | 0.2% | ▼−0.6% Reduced · −32 sh | |
| 43 | Vanguard Global Ex-U.S. Real Estate ETF GLB EX US ETF | $1.3M | 29.3K | 0.2% | ▼−1.3% Reduced · −397 sh | |
| 44 | Tesla Inc Com COM | $1.3M | 3.1K | 0.2% | —Held | |
| 45 | Dimensional U.S. Targeted Value ETF US TARGETED VLU | $1.3M | 18.1K | 0.2% | ▼−5.2% Reduced · −1K sh | |
| 46 | Chevron Corporation Com COM | $1.3M | 7.6K | 0.2% | ▲~0% Added · +1 sh | |
| 47 | Vanguard Intermediate-Term Bond ETF INTERMED TERM | $1.2M | 16.2K | 0.2% | ▼−11% Reduced · −2K sh | |
| 48 | Ferguson Enterprises Inc Common Stock New COMMON STOCK NEW | $1.2M | 5.0K | 0.2% | —Held | |
| 49 | State Street SPDR Portfolio Short Term Treasury ETF ST SHO TREAS ETF | $1.2M | 40.2K | 0.2% | ▼−20% Reduced · −10K sh | |
| 50 | Ge Vernova Inc Com COM | $1.2M | 985 | 0.2% | ▼−0.8% Reduced · −8 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2054264/holdings"
Use Arkolith to show Partners in Financial Planning's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.