Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Life Planning Partners, Inc

•CIK: 1910934•Filing: Q4 2025

Life Planning Partners, Inc. manages $131M across a diversified portfolio of 66 positions. The strategy exhibits a notable allocation to broad market equity exposure, highlighted by the top holding in ITOT at $26.3M. Significant secondary allocations include IEFA ($10.7M) and VTI ($8.0M), suggesting a focus on global and domestic market diversification. The remaining holdings further spread risk across international and sector-specific ETFs.

Total AUM

$130.6M

QoQ Performance

-4.7%

Positions

27

Top 10 Concentration

58.3%

Latest Filing

Q4 2025

Top Holdings Allocation

ITOT

IEFA

VTI

ITOT20.1%

IEFA8.2%

VTI6.1%

SUB4.5%

IEMG4.1%

VEA4.1%

MUB3.3%

IUSB2.9%

📈 Biggest Buys

ISHARES TR

+31.4%

1.8% of portfolio

GLOBAL X FDS

+17.3%

2.7% of portfolio

VANGUARD INDEX FDS

NEW

0.2% of portfolio

AMERICAN CENTY ETF TR

+12.0%

1.2% of portfolio

ISHARES TR

+2.8%

4.5% of portfolio

📉 Biggest Sells

VANGUARD INDEX FDS

-15.7%

6.1% of portfolio

ISHARES TR

-4.7%

20.1% of portfolio

SPDR INDEX SHS FDS

-21.1%

2.3% of portfolio

AMERICAN CENTY ETF TR

-26.4%

1.7% of portfolio

ISHARES TR

-5.3%

8.2% of portfolio

Sector Breakdown

Other96.8%

Consumer1.0%

ETF0.9%

Financial0.7%

Technology0.4%

Healthcare0.3%

🚪 Exited Positionssold since Q3 2025

VANGUARD STAR FDS

SOLD

$291.9K

ISHARES SILVER TR

SOLD

$256.0K

INTERNATIONAL BUSINESS MACHS

SOLD

$210.2K

ISHARES TR

SOLD

$209.8K

BERKSHIRE HATHAWAY INC DEL

SOLD

$205.9K

Changes from Q3 2025

NEW1 new position

↑15 increased

↓36 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VANGUARD INDEX FDS

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