Partners in Financial Planning
Partners in Financial Planning reported 131 stocks worth $660M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are BND (11.8%), VUG (10.8%) and VTV (9.9%). Compared with Q1 2026, the fund opened new positions in RSP, added to BND, VUG and BNDX, trimmed VTV, VEA and VBK and sold out of VGIT and PEP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BND Vanguard BD Index Fds | $78M | 11.8% | 1.1M | +16K (+2%) | 8 of 8 | |
| 2 |  VUG Vanguard Index Fds | $71.1M | 10.8% | 825K | +689K (+505%) | 8 of 8 | |
| 3 |  VTV Vanguard Index Fds | $65.3M | 9.9% | 300K | −7,615 (−2%) | 8 of 8 | |
| 4 |  BNDX Vanguard Total | $62.4M | 9.5% | 1.3M | +52K (+4%) | 8 of 8 | |
| 5 |  VEA Vanguard Tax-Managed Fds | $55M | 8.3% | 772K | −18K (−2%) | 8 of 8 | |
| 6 |  BSV Vanguard Short-Term Bond ETF | $38.1M | 5.8% | 489K | +12K (+2%) | 8 of 8 | |
| 7 |  VBK Vanguard Small Cap | $24.2M | 3.7% | 66K | −567 (−1%) | 8 of 8 | |
| 8 |  VBR Vanguard Index Fds | $24.2M | 3.7% | 100K | −2,286 (−2%) | 8 of 8 | |
| 9 |  VWO Vanguard Intl Equity Index F | $18.1M | 2.7% | 303K | −2,962 (−1%) | 8 of 8 | |
| 10 |  VSS Vanguard Intl Equity Index F | $16.2M | 2.5% | 105K | −493 (−0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Partners in Financial Planning 13F FAQ
What does Partners in Financial Planning own?
Partners in Financial Planning reported 131 stocks worth $660M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are BND (11.8%), VUG (10.8%) and VTV (9.9%). The table above lists every position in the filing (the top 10 without an account).
What did Partners in Financial Planning buy and sell in Q2 2026?
Compared with Q1 2026: 11 new positions, 46 added to, 28 trimmed and 2 sold out. New positions include RSP. It sold all of VGIT and PEP.
When will Partners in Financial Planning file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Partners in Financial Planning's portfolio worth?
The Q2 2026 filing reports $660M 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.