Life Planning Partners, Inc

Q2 2026 13F-HR Holdings

Location
Jacksonville, FL
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
71
Total value ($000)
$134,543
Net value change ($000)
+3,532 (2.7%)
New positions
6
Sold out positions
3
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 1,420 5.6%
VTI 958 12.7%
VXUS 855 NEW
GOOGL 827 NEW
IEMG 463 8.2%
ORCL 399 NEW
SPDW 321 10.4%
AMD 282 NEW
CAT 229 NEW
DFUS 223 9.3%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -765 -73.4%
AVDE -529 -28.0%
IUSB -454 -12.1%
SUB -440 -7.6%
CVX -380 -100.0%
FMUN -280 -12.6%
AVES -248 -100.0%
VB -218 -9.5%
XOM -209 -100.0%
VV -186 -12.1%
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