StockDriftsStockDriftsTop 50 Life Planning Partners INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 20.57% | 154.9K | $25.8M | -4.18%(-6.76K) | $107.44(+56.17%) | 2026-09-30 | |
| IEFA | ISHARES TR | 8.14% | 105.2K | $10.2M | -4.18%(-4.59K) | $74.50(+29.64%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 6.47% | 21.7K | $8.1M | -6.04%(-1.39K) | $223.61(+69.28%) | 2026-09-30 | |
| SUB | ISHARES TR | 4.32% | 51.7K | $5.4M | +2.48%(+1.25K) | $106.38(-0.38%) | 2026-09-30 | |
| IEMG | ISHARES INC | 4.31% | 66.5K | $5.4M | -10.29%(-7.63K) | $58.95(+29.22%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.26% | 75.6K | $5.3M | -6.57%(-5.32K) | $48.34(+44.55%) | 2026-09-30 | |
| MUB | ISHARES TR | 3.05% | 37.8K | $3.8M | -9.55%(-4.00K) | $111.02(-6.44%) | 2026-09-30 | |
| CLIP | GLOBAL X FDS | 2.75% | 34.3K | $3.4M | -6.11%(-2.23K) | $100.34(-0.02%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 2.32% | 57.8K | $2.9M | -14.75%(-9.99K) | $36.31(+36.76%) | 2026-09-30 | |
| IUSV | ISHARES TR | 2.16% | 24.5K | $2.7M | +0.00%(+0) | $73.61(+57.06%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.40% | +34.57% | — | — | +4.83% |
| Top 20 Holdings Unweighted | +8.27% | +26.92% | — | — | -1.18% |
Life Planning Partners INC reports $125.25M in US-listed equity holdings across 69 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (20.6%), IEFA (8.1%) and VTI (6.5%). The top 20 holdings account for 75.65% of reported assets. Its disclosed equity book has returned +34.57% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Life Planning Partners INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910934). View Life Planning Partners INC’s 13F filings on SEC