Partners in Financial Planning

Q3 2025 13F-HR Holdings

Location
Salem, VA
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
115
Total value ($000)
$578,479
Net value change ($000)
+36,189 (6.7%)
New positions
9
Sold out positions
1
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2025 Next filing: 2/2/2026 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)
BND 5,545 8.4%
VUG 4,326 6.9%
VTV 3,103 5.8%
BNDX 2,716 5.4%
VEA 2,054 4.6%
VWO 1,366 9.0%
VBK 1,308 7.1%
VBR 1,303 6.6%
CVX 881 289.8%
VCIT 817 12.3%
Top Reduces (Value $000, Stocks/ETFs)
AHC -623 -100.0%
VTEB -410 -3.5%
TPL -87 -11.5%
ABT -53 -12.4%
AMZN -50 -3.7%
UDR -44 -8.7%
AVGO -35 -8.7%
CAH -23 -6.3%
PG -22 -3.4%
DFAX -22 -2.8%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type