Life Planning Partners, Inc

Q4 2025 13F-HR Holdings

Location
Jacksonville, FL
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$130,553
Net value change ($000)
-6,375 (-4.7%)
New positions
1
Sold out positions
5
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SLQD 569 31.1%
CLIP 514 16.9%
VUG 200 NEW
IVV 169 15.8%
SUB 153 2.7%
AVRE 135 9.6%
VUSB 127 15.0%
AGG 125 58.4%
VCSH 100 36.1%
IUSV 63 2.6%
Top Reduces (Value $000, Stocks/ETFs)
VTI -1,287 -13.9%
AVUS -722 -24.3%
ITOT -718 -2.7%
SPDW -670 -18.1%
VB -477 -18.1%
VV -456 -24.0%
VTEB -371 -23.5%
IEFA -321 -2.9%
IXUS -311 -23.9%
VXUS -292 -100.0%
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