Life Planning Partners, Inc
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Industrials | 41.9% | $2,515,849 |
| Consumer Cyclical | 17.3% | $1,041,643 |
| Technology | 13.2% | $790,887 |
| Financial Services | 12.0% | $723,866 |
| Energy | 9.8% | $589,849 |
| Healthcare | 5.8% | $348,636 |
Last Quarter's Activity
Export CSVNew 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 exitedNo qualifying positions this quarter.
3 positions ·
$790,887 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 2,048 | $299,581 | 37.88% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 739 | $273,555 | 34.59% | |
| AAPL |
Apple Inc.
Technology
|
Held | 858 | $217,751 | 27.53% |