Life Planning Partners, Inc

CIK

1910934

Location

JACKSONVILLE, FL

Portfolio Value

Micro $6,010,730

Diversification

Diversified

Filing Date

Global Rank

#7,933 / 8,232 ▲ 216

Top Industry

Trucking 20.7%

3Y Alpha vs SPY

+4.0%

Period ended 2 months ago

Filed Apr 29, 2026 · 46d

14 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+94.3%

SPY

+76.3%

Annualised alpha

+4.0%

Max drawdown

−30.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.7%

−0.4 pts

Top 5

66.6%

−3.0 pts

Top 10

92.9%

−3.2 pts

HHI

1,227

Diversified−71

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	41.9%	$2,515,849	3
Consumer Cyclical	17.3%	$1,041,643	1
Technology	13.2%	$790,887	3
Financial Services	12.0%	$723,866	2
Energy	9.8%	$589,849	2
Healthcare	5.8%	$348,636	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+213	739	$273,555
BAC	Bank Of America Corp /De/	+3	7,837	$382,053
CVX	Chevron Corp	+2	1,839	$380,489
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
PH	Parker-Hannifin Corp	−254	1,072	$959,697
JPM	Jpmorgan Chase & Co	−204	1,162	$341,813
PLTR	Palantir Technologies Inc.	−4	2,048	$299,581
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
XOM	Exxon Mobil Corp	1,234	$209,360
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

12 positions · $6,010,730 total · as of Mar 31, 2026

All sectors Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
XPO	XPO, Inc. Industrials	Held	6,385	0	$1,242,201	+43.1%	20.67%
TSLA	Tesla, Inc. Consumer Cyclical	Held	2,802	0	$1,041,643	−17.3%	17.33%
PH	Parker-Hannifin Corp Industrials	Reduced	1,072	-254	$959,697	−17.7%	15.97%
BAC	Bank Of America Corp /De/ Financial Services	Added	7,837	+3	$382,053	−11.3%	6.36%
CVX	Chevron Corp Energy	Added	1,839	+2	$380,489	+35.9%	6.33%
ABBV	AbbVie Inc. Healthcare	Held	1,603	0	$348,636	−4.8%	5.80%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,162	-204	$341,813	−22.3%	5.69%
GXO	GXO Logistics, Inc. Industrials	Held	6,055	0	$313,951	−1.5%	5.22%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,048	-4	$299,581	−17.9%	4.98%
MSFT	Microsoft Corp Technology	Added	739	+213	$273,555	+7.5%	4.55%
AAPL	Apple Inc. Technology	Held	858	0	$217,751	−6.6%	3.62%
XOM	Exxon Mobil Corp Energy	NEW	1,234	NEW	$209,360	NEW	3.48%