Life Planning Partners, Inc

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001910934

Type: FundHoldings: 61Value: $110.4MLatest: 2025Q1

Life Planning Partners, Inc is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 61 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  null,
  "AVDE",
  null,
  null,
  null,
  null,
  null,
  "MUB",
  null,
  null,
  "MSFT",
  "GXO",
  "IEMG",
  "IVV",
  null,
  null,
  "IEFA",
  "SPDW",
  null,
  "BIV",
  "VNQ",
  "VV",
  "VWO",
  "VSS",
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  "VEU",
  "VEA",
  "VGK",
  "VNQI",
  null,
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VUSB",
  "VTV",
  "XPO",
  null,
  "FNF",
  null,
  "IXUS",
  null,
  "IUSV",
  null,
  "BAC",
  "BRK-B",
  "CVX",
  null,
  null,
  "DFAX",
  "TSLA",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 61
Total Value: 110446553
Accession Number: 0001085146-25-002167
Form Type: 13F-HR
CIK: life-planning-partners
Manager Name: Life-Planning-Partners

Data Enrichment

62% identified

38 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

61 positions • $110.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 4

Sort by:

464287150

ITOT|464287150

Shares:186.2K

Value:$22.7M

% of Portfolio:20.6% ($22.7M/$110.4M)

46432F842

IEFA|46432F842

Shares:121.7K

Value:$9.2M

% of Portfolio:8.3% ($9.2M/$110.4M)

922908769

VTI|922908769

Shares:28.0K

Value:$7.7M

% of Portfolio:7.0% ($7.7M/$110.4M)

464288158

Shares:55.8K

Value:$5.9M

% of Portfolio:5.3% ($5.9M/$110.4M)

921943858

VEA|921943858

Shares:92.4K

Value:$4.7M

% of Portfolio:4.3% ($4.7M/$110.4M)

46434G103

IEMG|46434G103

Shares:83.2K

Value:$4.5M

% of Portfolio:4.1% ($4.5M/$110.4M)

46434V613

Shares:92.8K

Value:$4.3M

% of Portfolio:3.9% ($4.3M/$110.4M)

464288414

MUB|464288414

Shares:38.7K

Value:$4.1M

% of Portfolio:3.7% ($4.1M/$110.4M)

78463X889

SPDW|78463X889

Shares:87.1K

Value:$3.2M

% of Portfolio:2.9% ($3.2M/$110.4M)

922908751

VB|922908751

Shares:10.9K

Value:$2.4M

% of Portfolio:2.2% ($2.4M/$110.4M)

92206C870

VCIT|92206C870

Shares:29.7K

Value:$2.4M

% of Portfolio:2.2% ($2.4M/$110.4M)

464287663

IUSV|464287663

Shares:24.5K

Value:$2.3M

% of Portfolio:2.0% ($2.3M/$110.4M)

922042858

VWO|922042858

Shares:49.1K

Value:$2.2M

% of Portfolio:2.0% ($2.2M/$110.4M)

25434V401

Shares:30.5K

Value:$1.8M

% of Portfolio:1.7% ($1.8M/$110.4M)

922908637

VV|922908637

Shares:6.7K

Value:$1.7M

% of Portfolio:1.6% ($1.7M/$110.4M)

921937819

BIV|921937819

Shares:22.3K

Value:$1.7M

% of Portfolio:1.5% ($1.7M/$110.4M)

25434V203

Shares:49.3K

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$110.4M)

46434V100

Shares:28.4K

Value:$1.4M

% of Portfolio:1.3% ($1.4M/$110.4M)

922907746

VTEB|922907746

Shares:28.7K

Value:$1.4M

% of Portfolio:1.3% ($1.4M/$110.4M)

37960A438

Shares:13.0K

Value:$1.3M

% of Portfolio:1.2% ($1.3M/$110.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(ITOTcusip464287150)	186.2K	QoQ -0.09% (-178) YoY +33.66% (+46.9K)	All Managers (Combined)	$22.7M	20.6% ($22.7M/$110.4M)	QoQ -5.22% (-$1.3M) YoY +41.43% (+$6.7M)
(IEFAcusip46432F842)	121.7K	QoQ +1.41% (+1.7K) YoY +7.52% (+8.5K)	All Managers (Combined)	$9.2M	8.3% ($9.2M/$110.4M)	QoQ +9.16% (+$772.9K) YoY +9.59% (+$806.0K)
(VTIcusip922908769)	28.0K	QoQ +3.62% (-979) YoY -0.43% (-122)	All Managers (Combined)	$7.7M	7.0% ($7.7M/$110.4M)	QoQ -1.72% (-$134.8K) YoY +5.29% (-$386.1K)
(cusip464288158)✕	55.8K	QoQ -1.43% (-811) YoY -15.67% (-10.4K)	All Managers (Combined)	$5.9M	5.3% ($5.9M/$110.4M)	QoQ -1.31% (-$78.8K) YoY -14.97% (-$1.0M)
(VEAcusip921943858)	92.4K	QoQ +1.11% (+1.0K) YoY +10.94% (+9.1K)	All Managers (Combined)	$4.7M	4.3% ($4.7M/$110.4M)	QoQ +7.47% (+$326.7K) YoY +12.40% (+$518.3K)
(IEMGcusip46434G103)	83.2K	QoQ +2.96% (+2.4K) YoY +11.37% (+8.5K)	All Managers (Combined)	$4.5M	4.1% ($4.5M/$110.4M)	QoQ +6.41% (+$270.6K) YoY +16.49% (+$635.9K)
(cusip46434V613)✕	92.8K	QoQ -4.22% (-4.1K) YoY -8.53% (-8.7K)	All Managers (Combined)	$4.3M	3.9% ($4.3M/$110.4M)	QoQ -2.35% (-$103.2K) YoY -7.55% (-$349.6K)
(MUBcusip464288414)	38.7K	QoQ +12.06% (+4.2K) YoY +21.32% (+6.8K)	All Managers (Combined)	$4.1M	3.7% ($4.1M/$110.4M)	QoQ +10.90% (+$400.8K) YoY +18.89% (+$647.9K)
(SPDWcusip78463X889)	87.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.2M	2.9% ($3.2M/$110.4M)	QoQ +6.68% (+$198.5K) YoY +1.59% (+$49.6K)
(VBcusip922908751)	10.9K	QoQ +0.64% (-70) YoY +11.52% (+1.1K)	All Managers (Combined)	$2.4M	2.2% ($2.4M/$110.4M)	QoQ -7.11% (-$186.0K) YoY +8.18% (+$183.8K)
(VCITcusip92206C870)	29.7K	QoQ +3.16% (+910) YoY +13.72% (+3.6K)	All Managers (Combined)	$2.4M	2.2% ($2.4M/$110.4M)	QoQ +5.07% (+$117.2K) YoY +15.49% (+$325.4K)
(IUSVcusip464287663)	24.5K	QoQ 0.00% (-0) YoY -0.92% (-229)	All Managers (Combined)	$2.3M	2.0% ($2.3M/$110.4M)	QoQ -0.32% (-$7.3K) YoY +1.10% (-$24.6K)
(VWOcusip922042858)	49.1K	QoQ +1.16% (+565) YoY +5.10% (+2.4K)	All Managers (Combined)	$2.2M	2.0% ($2.2M/$110.4M)	QoQ +3.96% (+$84.8K) YoY +13.88% (+$270.9K)
(cusip25434V401)✕	30.5K	QoQ +10.20% (+2.8K) YoY +43.71% (+9.3K)	All Managers (Combined)	$1.8M	1.7% ($1.8M/$110.4M)	QoQ +4.55% (+$80.4K) YoY +52.54% (+$635.9K)
(VVcusip922908637)	6.7K	QoQ +3.91% (-254) YoY +1.26% (+84)	All Managers (Combined)	$1.7M	1.6% ($1.7M/$110.4M)	QoQ -0.96% (-$16.8K) YoY +8.55% (+$136.5K)
(BIVcusip921937819)	22.3K	QoQ -0.65% (-146) YoY -9.65% (-2.4K)	All Managers (Combined)	$1.7M	1.5% ($1.7M/$110.4M)	QoQ +1.79% (-$30.1K) YoY -8.25% (-$153.6K)
(cusip25434V203)✕	49.3K	QoQ +15.20% (+6.5K) YoY +110.01% (+25.8K)	All Managers (Combined)	$1.5M	1.4% ($1.5M/$110.4M)	QoQ +23.21% (+$290.0K) YoY +117.03% (+$830.1K)
(cusip46434V100)✕	28.4K	QoQ -2.60% (-758) YoY -6.76% (-2.1K)	All Managers (Combined)	$1.4M	1.3% ($1.4M/$110.4M)	QoQ -1.54% (-$22.4K) YoY -4.75% (-$71.3K)
(VTEBcusip922907746)	28.7K	QoQ +3.61% (+1.0K) YoY -34.12% (-14.9K)	All Managers (Combined)	$1.4M	1.3% ($1.4M/$110.4M)	QoQ +2.55% (+$35.5K) YoY -35.39% (-$780.0K)
(cusip37960A438)✕	13.0K	QoQ NEW(+13.0K) YoY NEW(+13.0K)	All Managers (Combined)	$1.3M	1.2% ($1.3M/$110.4M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)