Life Planning Partners, Inc

Registered adviser

CIK

1910934

Location

JACKSONVILLE, FL

Portfolio Value

Small $119,517,421

Diversification

Highly concentrated

Filing Date

Global Rank

#7,756 / 8,827 ▼ 197 · as of Jun 2026

Top Industry

Trucking 25.0%

Period ended 38 days ago

Filed Oct 28, 2026 · 10d

16 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 129338

Roster of Nov 1, 2026

Regulatory AUM

$354,041,734

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Nov 2026	$354,041,734	Individuals and high net worth (100%)
Mar 2025 to Jan 2026	$311,965,766	Individuals and high net worth (100%)
Mar 2024 to Feb 2025	$273,795,405	Individuals and high net worth (99%)
May 2023 to Feb 2024	$232,066,947	Individuals and high net worth (100%)
Apr 2023	$232,066,947	Individuals and high net worth (100%)
Mar 2022 to Mar 2023	$256,293,606	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 90.4% of the book (60%+)

Turnover

Low turnover

6.2% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.3 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 89.0%; sector active share 82.2% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

69 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

48.7%

−0.9 pts

Top 5

76.3%

+1.1 pts

Top 10

91.7%

+1.2 pts

HHI

2,635

Highly concentrated−66

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.2%	$115,023,251	57
Technology	1.3%	$1,588,738	5
Industrials	1.2%	$1,392,776	2
Financial Services	0.6%	$663,884	2
Healthcare	0.4%	$419,328	1
Energy	0.2%	$215,849	1
Consumer Cyclical	0.2%	$213,595	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
DFNM	Dimensional National Municipal Bond ETF	+25,956	35,740	$1,645,112
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+14,397	36,688	$1,737,543
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	+3,442	13,627	$1,392,406
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+2,518	28,658	$2,244,207
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	+1,987	3,987	$393,118
SUB	iShares Short-Term National Muni Bond ETF	+1,253	51,718	$5,406,599
AGG	iShares Core U.S. Aggregate Bond ETF	+1,081	5,280	$499,171
CMF	iShares California Muni Bond ETF	+893	11,537	$624,382
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+650	15,689	$1,100,583
VNQ	VANGUARD REAL ESTATE INDEX FUND	+140	3,366	$301,694
DFIC	Dimensional International Core Equity 2 ETF	+89	11,081	$416,756
BAC	Bank Of America Corp	+3	7,523	$409,476
VTV	VANGUARD VALUE INDEX FUND	+1	3,714	$802,521
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FMUN	Fidelity Systematic Municipal Bond Index ETF	−21,449	17,081	$799,703
IUSB	iShares Core Universal USD Bond ETF	−13,616	58,023	$2,558,234
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−9,995	57,755	$2,899,878
IEMG	iShares Trust	−7,628	66,498	$0
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−6,760	154,926	$25,761,095
VEA	Vanguard FTSE Developed Markets ETF	−5,318	75,595	$5,337,762
DFAI	Dimensional International Core Equity Market ETF	−5,140	43,006	$1,781,738
IEFA	iShares Core MSCI EAFE ETF	−4,589	105,219	$10,193,616
BIV	Vanguard Bond Index Funds	−4,412	14,807	$1,078,838
VEU	Vanguard International Equity Index Funds	−4,324	9,562	$793,359
MUB	iShares National Muni Bond ETF	−3,996	37,847	$3,826,331
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−3,486	39,250	$1,453,035
AVRE	Avantis Real Estate ETF	−3,005	35,331	$1,566,929
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−2,896	43,710	$2,592,440
AVIG	Avantis Core Fixed Income ETF	−2,883	28,916	$1,139,001
CLIP	Global X 1-3 Month T-Bill ETF	−2,234	34,307	$3,442,364
EWX	State Street(R) SPDR(R) S&P(R) Emerging Markets Small Cap ETF	−2,200	3,800	$270,180
DFUS	Dimensional U.S. Equity Market ETF	−2,099	29,773	$2,472,052
FREL	Fidelity MSCI Real Estate Index ETF	−2,076	35,156	$955,540
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	−1,893	9,573	$495,498
VUSB	VANGUARD ULTRA-SHORT BOND ETF	−1,836	17,065	$845,570
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−1,393	21,661	$8,106,412
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−1,385	2,172	$501,797
AVUS	Avantis U.S. Equity ETF	−1,005	18,368	$2,352,757
ORCL	Oracle Corp	−800	1,920	$263,616
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CVX	Chevron Corp	1,057	$215,849
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
PH	Parker-Hannifin Corp	1,072	$1,048,544
GOOG	Alphabet Inc.	2,341	$827,145
CAT	Caterpillar Inc	215	$228,953
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

69 tracked positions · $119,517,421 total · filing declares 69 positions · $125,250,383 · as of Sep 30, 2026

All sectors Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 69 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Reduced	154,926	-6,760	$25,761,095	−3.0%	21.55%
IEFA	iShares Core MSCI EAFE ETF	Reduced	105,219	-4,589	$10,193,616	−3.9%	8.53%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	21,661	-1,393	$8,106,412	−5.0%	6.78%
SUB	iShares Short-Term National Muni Bond ETF	Added	51,718	+1,253	$5,406,599	+0.6%	4.52%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	75,595	-5,318	$5,337,762	−7.4%	4.47%
MUB	iShares National Muni Bond ETF	Reduced	37,847	-3,996	$3,826,331	−15.0%	3.20%
CLIP	Global X 1-3 Month T-Bill ETF	Reduced	34,307	-2,234	$3,442,364	−6.1%	2.88%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Reduced	57,755	-9,995	$2,899,878	−15.1%	2.43%
IUSV	iShares Core S&P U.S. Value ETF	Held	24,491	0	$2,700,867	+0.1%	2.26%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	43,710	-2,896	$2,592,440	−6.8%	2.17%
IUSB	iShares Core Universal USD Bond ETF	Reduced	58,023	-13,616	$2,558,234	−22.6%	2.14%
SLQD	iShares 0-5 Year Investment Grade Corporate Bond ETF	Reduced	50,626	-243	$2,504,974	−2.2%	2.10%
DFUS	Dimensional U.S. Equity Market ETF	Reduced	29,773	-2,099	$2,472,052	−5.3%	2.07%
AVUS	Avantis U.S. Equity ETF	Reduced	18,368	-1,005	$2,352,757	−5.2%	1.97%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	28,658	+2,518	$2,244,207	+3.9%	1.88%
VB	Vanguard Index Funds	Reduced	6,287	-542	$1,788,588	−13.6%	1.50%
DFAI	Dimensional International Core Equity Market ETF	Reduced	43,006	-5,140	$1,781,738	−10.3%	1.49%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	36,688	+14,397	$1,737,543	+54.1%	1.45%
DFNM	Dimensional National Municipal Bond ETF	Added	35,740	+25,956	$1,645,112	+247.9%	1.38%
AVRE	Avantis Real Estate ETF	Reduced	35,331	-3,005	$1,566,929	−13.7%	1.31%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	39,250	-3,486	$1,453,035	−7.7%	1.22%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	Added	13,627	+3,442	$1,392,406	+25.3%	1.17%
AVDE	Avantis International Equity ETF	Reduced	14,596	-654	$1,315,245	−3.3%	1.10%
VV	VANGUARD LARGE-CAP INDEX FUND	Reduced	3,565	-364	$1,254,345	−7.2%	1.05%
IVV	iShares Core S&P 500 ETF	Reduced	1,617	-64	$1,238,379	−1.6%	1.04%
AVIG	Avantis Core Fixed Income ETF	Reduced	28,916	-2,883	$1,139,001	−13.5%	0.95%
XPO	XPO, Inc. Industrials	Held	6,385	0	$1,123,632	−14.3%	0.94%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	15,689	+650	$1,100,583	−0.3%	0.92%
BIV	Vanguard Bond Index Funds	Reduced	14,807	-4,412	$1,078,838	−26.8%	0.90%
IXUS	iShares Core MSCI Total International Stock ETF	Reduced	10,461	-600	$993,690	−5.9%	0.83%
FREL	Fidelity MSCI Real Estate Index ETF	Reduced	35,156	-2,076	$955,540	−12.4%	0.80%
VUSB	VANGUARD ULTRA-SHORT BOND ETF	Reduced	17,065	-1,836	$845,570	−10.1%	0.71%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Reduced	5,282	-240	$820,030	−3.8%	0.69%
VTV	VANGUARD VALUE INDEX FUND	Added	3,714	+1	$802,521	−0.8%	0.67%
FMUN	Fidelity Systematic Municipal Bond Index ETF	Reduced	17,081	-21,449	$799,703	−58.8%	0.67%
VEU	Vanguard International Equity Index Funds	Reduced	9,562	-4,324	$793,359	−31.8%	0.66%
VXUS	Vanguard Total International Stock ETF	Reduced	9,201	-796	$781,716	−8.5%	0.65%
CMF	iShares California Muni Bond ETF	Added	11,537	+893	$624,382	+1.8%	0.52%
SCHC	Schwab International Small-Cap Equity ETF	Held	10,338	0	$514,212	+3.4%	0.43%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Reduced	6,663	-70	$509,053	−3.0%	0.43%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	2,172	-1,385	$501,797	−41.9%	0.42%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	5,280	+1,081	$499,171	+20.1%	0.42%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Reduced	9,573	-1,893	$495,498	−16.5%	0.41%
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	Held	5,637	0	$489,291	−2.0%	0.41%
ABBV	AbbVie Inc. Healthcare	Held	1,603	0	$419,328	+4.0%	0.35%
DFIC	Dimensional International Core Equity 2 ETF	Added	11,081	+89	$416,756	+1.8%	0.35%
BAC	Bank Of America Corp Financial Services	Added	7,523	+3	$409,476	−4.4%	0.34%
VNQI	VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND	Held	9,548	0	$405,980	−5.2%	0.34%
AVDV	Avantis International Small Cap Value ETF	Held	3,605	0	$394,314	+6.1%	0.33%
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	Added	3,987	+1,987	$393,118	+94.0%	0.33%

Showing the top 50 of 69 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.