Life Planning Partners, Inc
All 13F Filings
- Location
- Jacksonville, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 131,011
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/28/2026 | 68 | 131,011 | 13F-HR | Life Planning Partners, Inc |
| Q4 2025 | 1/16/2026 | 66 | 130,553 | 13F-HR | Life Planning Partners, Inc |
| Q3 2025 | 10/24/2025 | 70 | 136,928 | 13F-HR | Life Planning Partners, Inc |
| Q2 2025 | 7/21/2025 | 65 | 125,634 | 13F-HR | Life Planning Partners, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.233 K | 6.3% | 0 | 85.4 K | -85.4 K |
| ETFs | 122.2 K | 93.3% | 89.66 K | 0 | 89.66 K |
| Debt | 538 | 0.4% | 0 | 3 | -3 |
| Other | 0 | 0.0% | 0 | 3.797 K | -3.797 K |
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Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
131,011
Holdings
68
QoQ value change ($000)
458
(0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.