StockDriftsStockDriftsTop 50 Partners in Financial Planning Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD TOTAL BOND MARKET ETF | 11.83% | 1.06M | $78.0M | +1.58%(+16.49K) | $79.07(-8.62%) | 2026-06-30 | |
| VUG | VANGUARD GROWTH ETF | 10.77% | 824.9K | $71.1M | +0.83%(+6.79K) | $44.85(+98.84%) | 2026-06-30 | |
| VTV | VANGUARD VALUE ETF | 9.9% | 299.6K | $65.3M | -2.48%(-7.62K) | $138.08(+64.76%) | 2026-06-30 | |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 9.46% | 1.29M | $62.4M | +4.19%(+51.85K) | $53.43(-10.75%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 8.34% | 771.8K | $55.0M | -2.24%(-17.72K) | $48.84(+51.52%) | 2026-06-30 | |
| BSV | VANGUARD SHORT-TERM BOND ETF | 5.78% | 489.0K | $38.1M | +2.43%(+11.61K) | $79.47(-2.32%) | 2026-06-30 | |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 3.67% | 66.3K | $24.2M | -0.85%(-567) | $264.15(+38.72%) | 2026-06-30 | |
| VBR | VANGUARD SMALL CAP VALUE ETF | 3.67% | 99.6K | $24.2M | -2.24%(-2.29K) | $169.03(+48.19%) | 2026-06-30 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 2.74% | 302.9K | $18.1M | -0.97%(-2.96K) | $49.32(+22.43%) | 2026-06-30 | |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 2.46% | 105.2K | $16.2M | -0.47%(-493) | $125.47(+27.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.70% | +32.03% | +3.57% | +19.17% |
| Top 20 Holdings Unweighted | +10.00% | +33.10% | +3.42% | +18.33% |
Partners in Financial Planning reports $659.52M in US-listed equity holdings across 131 positions in its most recent 13F filing. Its largest disclosed positions are BND (11.8%), VUG (10.8%) and VTV (9.9%). The top 20 holdings account for 83.87% of reported assets. Its disclosed equity book has returned +32.03% on a three-year cumulative basis. Figures reflect the Q2 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 Partners in Financial Planning’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054264). View Partners in Financial Planning’s 13F filings on SEC