Life Planning Partners, Inc

Q1 2026 13F-HR Holdings

Location
Jacksonville, FL
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
68
Total value ($000)
$131,011
Net value change ($000)
+458 (0.4%)
New positions
3
Sold out positions
1
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 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)
XPO 374 43.1%
VEA 305 5.7%
IEMG 289 5.4%
ISTB 241 NEW
DFAI 235 13.2%
AVDE 219 13.1%
XOM 209 NEW
DFIV 201 NEW
AVRE 194 12.6%
MUB 184 4.3%
Top Reduces (Value $000, Stocks/ETFs)
ITOT -1,122 -4.3%
VTI -393 -4.9%
TSLA -218 -17.3%
PH -206 -17.7%
VUG -200 -100.0%
FMUN -174 -7.3%
JPM -98 -22.3%
VCIT -74 -3.2%
PLTR -65 -17.8%
VNQI -62 -10.4%
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