Life Planning Partners, Inc

Q3 2026 13F-HR Holdings

Location
Jacksonville, FL
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
69
Total value ($000)
$125,250
Net value change ($000)
-9,293 (-6.9%)
New positions
1
Sold out positions
3
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFNM 1,172 247.8%
VTEB 611 54.2%
LQD 281 25.3%
CVX 216 NEW
VTES 190 93.6%
PLTR 130 52.0%
MSFT 96 33.9%
VCIT 84 3.9%
AGG 83 20.0%
SUB 34 0.6%
Top Reduces (Value $000, Stocks/ETFs)
FMUN -1,142 -58.8%
PH -1,049 -100.0%
GOOGL -827 -100.0%
ITOT -799 -3.0%
IUSB -748 -22.6%
IEMG -744 -12.1%
MUB -677 -15.0%
SPDW -514 -15.1%
VEA -427 -7.4%
VTI -425 -5.0%
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