Life Planning Partners, Inc

Q3 2025 13F-HR Holdings

Location
Jacksonville, FL
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
70
Total value ($000)
$136,928
Net value change ($000)
+11,294 (9.0%)
New positions
6
Sold out positions
1
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2025 Next filing: 1/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ITOT 1,940 7.7%
CLIP 1,358 80.9%
AVIG 1,280 NEW
VTI 632 7.3%
IEMG 588 11.6%
IEFA 523 5.0%
TSLA 400 40.0%
AVUS 346 13.2%
VTES 265 NEW
SLV 256 NEW
Top Reduces (Value $000, Stocks/ETFs)
EMB -426 -100.0%
IUSB -130 -3.3%
FMUN -126 -4.5%
VNQ -31 -9.5%
IBM -30 -12.5%
PH -30 -2.4%
VNQI -12 -1.8%
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