Life Planning Partners, Inc

CIK

1910934

Location

JACKSONVILLE, FL

Portfolio Value

Micro $5,801,370

Diversification

Diversified

Filing Date

Global Rank

#8,310 / 8,603 ▲ 73 · as of Mar 2026

Top Industry

Trucking 21.4%

3Y Alpha vs SPY

+2.7%

Period ended 3 months ago

Filed Apr 29, 2026 · 2mo

14 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+88.4%

SPY

+76.0%

Annualised alpha

+2.8%

Max drawdown

−34.1%

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

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

Top Position

21.4%

+0.3 pts

Top 5

69.1%

−0.6 pts

Top 10

96.2%

+0.1 pts

HHI

1,304

Diversified+6

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	43.4%	$2,515,849	3
Consumer Cyclical	18.0%	$1,041,643	1
Technology	13.6%	$790,887	3
Financial Services	12.5%	$723,866	2
Energy	6.6%	$380,489	1
Healthcare	6.0%	$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

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $5,801,370 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%	21.41%
TSLA	Tesla, Inc. Consumer Cyclical	Held	2,802	0	$1,041,643	−17.3%	17.96%
PH	Parker-Hannifin Corp Industrials	Reduced	1,072	-254	$959,697	−17.7%	16.54%
BAC	Bank Of America Corp /De/ Financial Services	Added	7,837	+3	$382,053	−11.3%	6.59%
CVX	Chevron Corp Energy	Added	1,839	+2	$380,489	+35.9%	6.56%
ABBV	AbbVie Inc. Healthcare	Held	1,603	0	$348,636	−4.8%	6.01%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,162	-204	$341,813	−22.3%	5.89%
GXO	GXO Logistics, Inc. Industrials	Held	6,055	0	$313,951	−1.5%	5.41%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,048	-4	$299,581	−17.9%	5.16%
MSFT	Microsoft Corp Technology	Added	739	+213	$273,555	+7.5%	4.72%
AAPL	Apple Inc. Technology	Held	858	0	$217,751	−6.6%	3.75%