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Life Planning Partners, Inc
hedge fundUpdated 8 days agoManaged by Life Planning Partners, Inc • Latest filing Q3 2026
Portfolio value
$125.3M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-5.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $130.6M |
| Q1 2026 | $131M |
| Q2 2026 | $134.5M |
| Q3 2026 | $125.3M |
Top holdings
69 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $25.8M | 154.9K | 20.57% | Trimmed(-4.2%) | |
| 2 | $10.2M | 105.2K | 8.14% | Trimmed(-4.2%) | |
| 3 | $8.1M | 21.7K | 6.47% | Trimmed(-6.0%) | |
| 4 | $5.4M | 51.7K | 4.32% | Added(+2.5%) | |
| 5 | $5.4M | 66.5K | 4.31% | Trimmed(-10.3%) | |
| 6 | $5.3M | 75.6K | 4.26% | Trimmed(-6.6%) | |
| 7 | $3.8M | 37.8K | 3.05% | Trimmed(-9.6%) | |
| 8 | $3.4M | 34.3K | 2.75% | Trimmed(-6.1%) | |
| 9 | $2.9M | 57.8K | 2.32% | Trimmed(-14.8%) | |
| 10 | $2.7M | 24.5K | 2.16% | Unchanged | |
| 11 | $2.6M | 43.7K | 2.07% | Trimmed(-6.2%) | |
| 12 | $2.6M | 58.0K | 2.04% | Trimmed(-19.0%) | |
| 13 | ? N/A ISHARES TR | $2.5M | 50.6K | 2.00% | Trimmed(-0.5%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $2.5M | 29.8K | 1.97% | Trimmed(-6.6%) |
| 15 | ? N/A AMERICAN CENTY ETF TR | $2.4M | 18.4K | 1.88% | Trimmed(-5.2%) |
| 16 | $2.2M | 28.7K | 1.79% | Added(+9.6%) | |
| 17 | $1.8M | 6.3K | 1.43% | Trimmed(-7.9%) | |
| 18 | $1.8M | 43.0K | 1.42% | Trimmed(-10.7%) | |
| 19 | $1.7M | 36.7K | 1.39% | Added(+64.6%) | |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $1.6M | 35.7K | 1.31% | Added(+265.3%) |