Life Planning Partners
Life Planning Partners reported 69 stocks worth $125M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are ITOT (20.6%), IEFA (8.1%) and VTI (6.5%). Compared with Q2 2026, the fund opened new positions in CVX, added to SUB, VCIT and VTEB, trimmed ITOT, IEFA and VTI and sold out of PH, GOOG and CAT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ITOT Ishares TR | $25.8M | 20.6% | 155K | −6,760 (−4%) | 8 of 8 | |
| 2 |  IEFA Ishares TR | $10.2M | 8.1% | 105K | −4,589 (−4%) | 8 of 8 | |
| 3 |  VTI Vanguard Total Stock Market ETF | $8.1M | 6.5% | 22K | −1,393 (−6%) | 8 of 8 | |
| 4 |  SUB Ishares Short Term Ntnl | $5.4M | 4.3% | 52K | +1,253 (+2%) | 8 of 8 | |
| 5 |  IEMG Ishares Inc | $5.4M | 4.3% | 66K | −7,628 (−10%) | 8 of 8 | |
| 6 |  VEA Vanguard Tax-Managed Fds | $5.3M | 4.3% | 76K | −5,318 (−7%) | 8 of 8 | |
| 7 |  MUB Ishares TR | $3.8M | 3.0% | 38K | −3,996 (−10%) | 8 of 8 | |
| 8 |  CLIP Global X | $3.4M | 2.8% | 34K | −2,234 (−6%) | 7 of 8 | |
| 9 |  SPDW Spdr Developed | $2.9M | 2.3% | 58K | −9,995 (−15%) | 8 of 8 | |
| 10 |  IUSV Ishares TR | $2.7M | 2.2% | 24K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Life Planning Partners 13F FAQ
What does Life Planning Partners own?
Life Planning Partners reported 69 stocks worth $125M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are ITOT (20.6%), IEFA (8.1%) and VTI (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did Life Planning Partners buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 11 added to, 40 trimmed and 3 sold out. New positions include CVX. It sold all of PH, GOOG and CAT.
When will Life Planning Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Life Planning Partners's portfolio worth?
The Q3 2026 filing reports $125M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.