Life Planning Partners, Inc
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.
Portfolio Concentration
13 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 50.6% | $2,895,261 |
| Technology | 25.6% | $1,461,772 |
| Financial Services | 11.9% | $680,205 |
| Healthcare | 7.1% | $403,378 |
| Consumer Cyclical | 4.8% | $276,754 |
Last Quarter's Activity
Export CSVSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 88,216 | $5,652,881 | |
| VB | Vanguard Morningstar Small-Cap ETF | 8,735 | $2,287,871 | |
| BIV | Vanguard Intermediate-Term Bond ETF | 20,863 | $1,610,206 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 14,783 | $1,110,203 | |
| CVX | Chevron Corp | 1,839 | $380,489 | |
| XOM | ExxonMobil Holdings Corp | 1,234 | $209,360 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| XPO |
XPO, Inc.
Industrials
|
Held | 6,385 | $1,310,776 | 22.93% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Held | 1,072 | $1,048,544 | 18.34% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 7,520 | $428,489 | 7.49% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,603 | $403,378 | 7.06% | |
| ORCL |
Oracle Corp
Technology
|
NEW | 2,720 | $398,616 | 6.97% | |
| GXO |
GXO Logistics, Inc.
Industrials
|
Held | 6,055 | $306,988 | 5.37% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 759 | $283,122 | 4.95% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 485 | $281,741 | 4.93% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 658 | $276,754 | 4.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 769 | $251,716 | 4.40% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 2,143 | $250,023 | 4.37% | |
| AAPL |
Apple Inc.
Technology
|
Held | 858 | $248,270 | 4.34% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 215 | $228,953 | 4.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.