ETF Portfolio Partners, Inc.

Q1 2026 13F-HR Holdings

Location
Leawood, KS
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
68
Total value ($000)
$380,675
Net value change ($000)
-7,012 (-1.8%)
New positions
3
Sold out positions
3
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MGV 881 3.6%
VEU 786 4.3%
HDEF 660 7.2%
VYM 608 6.9%
VOE 476 5.5%
VB 470 3.3%
PFG 362 NEW
IEI 272 1.7%
FBND 235 1.4%
MPLX 211 NEW
Top Reduces (Value $000, Stocks/ETFs)
MGK -3,110 -8.7%
VTI -2,930 -4.1%
IWB -1,135 -8.7%
BND -799 -16.0%
QQQ -576 -3.1%
IVE -444 -6.1%
ILTB -387 -7.0%
SPY -308 -100.0%
IEFA -284 -14.2%
IGIB -283 -19.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type