Partners in Financial Planning

CIK

2054264

Location

SALEM, VA

Portfolio Value

Small $659,513,080

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,248 / 8,795 ▲ 17 · as of Jun 2026

Top Industry

Railroads 11.0%

Period ended 3 months ago

Filed Aug 10, 2026 · 58d

21 quarters · since Jun 2021

Clone Performance

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

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Portfolio Concentration

76 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

32.7%

+6.3 pts

Top 5

74.1%

−3.0 pts

Top 10

89.6%

−0.3 pts

HHI

1,639

Moderately concentrated+125

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	94.4%	$622,771,604	27
Industrials	1.3%	$8,281,394	9
Technology	0.8%	$5,578,991	5
Energy	0.6%	$4,229,356	4
Healthcare	0.6%	$4,012,951	8
Consumer Cyclical	0.6%	$3,880,405	5
Financial Services	0.6%	$3,683,624	7
Consumer Defensive	0.4%	$2,518,984	5
Communication Services	0.3%	$2,159,354	2
Basic Materials	0.2%	$1,471,297	1
Real Estate	0.1%	$493,730	1
Utilities	0.1%	$431,390	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+722,006	1,411,101	$215,661,363
BNDX	Vanguard Total International Bond ETF	+51,846	1,288,435	$62,398,907
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+26,317	386,732	$37,290,591
BIV	Vanguard Intermediate-Term Bond ETF	+26,167	1,568,233	$117,377,659
VCRM	Vanguard Core Tax-Exempt Bond ETF	+25,754	262,359	$13,270,118
VIG	Vanguard Dividend Appreciation ETF	+3,713	161,235	$15,547,891
DCOR	Dimensional US Core Equity 1 ETF	+3,187	153,768	$6,801,604
SPY	Spdr S&P 500 ETF Trust	+2,103	3,026	$2,259,726
CWI	State Street SPDR MSCI ACWI ex-US ETF	+1,461	362,697	$18,375,811
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+1,210	269,841	$17,808,815
—		+797	5,263	$979,731
VBIL	Vanguard 0-3 Month Treasury Bill ETF	+735	11,250	$851,400
FNDA	Schwab Fundamental U.S. Small Company ETF	+157	27,448	$745,041
SLV	iShares Silver Trust	+83	4,108	$219,654
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+33	4,911	$379,291
TFC	Truist Financial Corp	+25	17,096	$851,722
—		+15	2,934	$286,358
BNDW	Vanguard Total World Bond ETF	+13	100,930	$8,341,864
AUB	Atlantic Union Bankshares Corp	+12	6,262	$264,945
AVGO	Broadcom Inc.	+9	1,121	$423,457
PG	PROCTER & GAMBLE Co	+8	4,106	$602,103
META	Meta Platforms, Inc.	+3	627	$353,182
LOW	Lowes Companies Inc	+1	2,400	$529,176
CVX	Chevron Corp	+1	7,634	$1,265,411
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	−17,718	771,756	$54,987,615
—		−9,803	40,176	$1,165,505
VEU	Vanguard FTSE All-World Ex-US ETF	−5,409	465,211	$37,967,909
VXUS	Vanguard Total International Stock ETF	−1,373	17,158	$1,466,837
BKF	iShares MSCI BIC ETF	−787	5,204	$356,005
—		−359	15,612	$3,843,830
AAPL	Apple Inc.	−225	5,921	$1,713,300
CARE	Carter Bankshares, Inc.	−221	12,299	$418,288
STLD	Steel Dynamics Inc	−220	6,412	$1,471,297
AMZN	Amazon Com Inc	−32	5,675	$1,352,579
GLW	Corning Inc /Ny	−30	3,601	$919,803
GE	General Electric Co	−30	2,716	$1,015,050
GEV	GE Vernova Inc.	−8	985	$1,157,237
VFMF	Vanguard U.S. Multifactor ETF	−7	19,325	$3,419,945
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
ABI	VictoryShares Pioneer Asset-Based Income ETF	2,425	$515,967
CAT	Caterpillar Inc	254	$270,484
CVY	Invesco Zacks Multi-Asset Income ETF	2,588	$233,178
CFG	Citizens Financial Group Inc/Ri	3,175	$222,472
EDV	Vanguard World Funds Extended Duration ETF	1,656	$218,989
D	Dominion Energy, Inc	2,973	$203,026
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
PEP	Pepsico Inc	1,309	$203,274
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

76 tracked positions · $659,513,080 total · filing declares 131 positions · $659,518,224 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 76 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	1,411,101	+722,006	$215,661,363	+58.5%	32.70%
BIV	Vanguard Intermediate-Term Bond ETF	Added	1,568,233	+26,167	$117,377,659	+1.3%	17.80%
BNDX	Vanguard Total International Bond ETF	Added	1,288,435	+51,846	$62,398,907	+5.0%	9.46%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	771,756	-17,718	$54,987,615	+8.7%	8.34%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	465,211	-5,409	$37,967,909	+7.0%	5.76%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	386,732	+26,317	$37,290,591	—	5.65%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	362,697	+1,461	$18,375,811	+10.8%	2.79%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	269,841	+1,210	$17,808,815	+13.7%	2.70%
VIG	Vanguard Dividend Appreciation ETF	Added	161,235	+3,713	$15,547,891	+11.3%	2.36%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	262,359	+25,754	$13,270,118	+12.4%	2.01%
BNDW	Vanguard Total World Bond ETF	Added	100,930	+13	$8,341,864	+0.9%	1.26%
DCOR	Dimensional US Core Equity 1 ETF	Added	153,768	+3,187	$6,801,604	+11.3%	1.03%
		Reduced	15,612	-359	$3,843,830	+16.9%	0.58%
VFMF	Vanguard U.S. Multifactor ETF	Reduced	19,325	-7	$3,419,945	+14.1%	0.52%
NSC	Norfolk Southern Corp Industrials	Held	9,376	0	$2,949,595	+9.6%	0.45%
SPY	Spdr S&P 500 ETF Trust	Added	3,026	+2,103	$2,259,726	+276.5%	0.34%
GOOGL	Alphabet Inc. Communication Services	Held	5,085	0	$1,806,172	+23.7%	0.27%
XOM	ExxonMobil Holdings Corp Energy	Held	12,623	0	$1,725,816	−19.4%	0.26%
AAPL	Apple Inc. Technology	Reduced	5,921	-225	$1,713,300	+9.8%	0.26%
STX	Seagate Technology Holdings plc Technology	Held	1,600	0	$1,544,000	+146.3%	0.23%
STLD	Steel Dynamics Inc Basic Materials	Reduced	6,412	-220	$1,471,297	+23.2%	0.22%
VXUS	Vanguard Total International Stock ETF	Reduced	17,158	-1,373	$1,466,837	+2.7%	0.22%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,675	-32	$1,352,579	+13.8%	0.21%
TSLA	Tesla, Inc. Consumer Cyclical	Held	3,066	0	$1,289,559	+13.1%	0.20%
CVX	Chevron Corp Energy	Added	7,634	+1	$1,265,411	−19.9%	0.19%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Held	5,033	0	$1,194,481	+1.7%	0.18%
		Reduced	40,176	-9,803	$1,165,505	−20.1%	0.18%
GEV	GE Vernova Inc. Industrials	Reduced	985	-8	$1,157,237	+33.5%	0.18%
EW	Edwards Lifesciences Corp Healthcare	Held	11,584	0	$1,047,888	+13.0%	0.16%
GE	General Electric Co Industrials	Reduced	2,716	-30	$1,015,050	+30.3%	0.15%
		Added	5,263	+797	$979,731	+50.8%	0.15%
MSFT	Microsoft Corp Technology	Held	2,623	0	$978,431	+0.8%	0.15%
TPL	Texas Pacific Land Corp Energy	Held	2,142	0	$937,424	−7.8%	0.14%
GLW	Corning Inc /Ny Technology	Reduced	3,601	-30	$919,803	+86.3%	0.14%
TFC	Truist Financial Corp Financial Services	Added	17,096	+25	$851,722	+8.5%	0.13%
VBIL	Vanguard 0-3 Month Treasury Bill ETF	Added	11,250	+735	$851,400	+7.0%	0.13%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,674	0	$837,652	+4.4%	0.13%
NKSH	National Bankshares Inc Financial Services	Held	21,431	0	$778,588	−0.2%	0.12%
CSX	Csx Corp Industrials	Held	15,816	0	$751,734	+15.8%	0.11%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	27,448	+157	$745,041	+6.7%	0.11%
PM	Philip Morris International Inc. Consumer Defensive	Held	4,066	0	$735,580	+9.4%	0.11%
WMT	Walmart Inc. Consumer Defensive	Held	6,377	0	$722,259	−8.9%	0.11%
JNJ	Johnson & Johnson Healthcare	Held	2,667	0	$677,337	+3.9%	0.10%
CVS	CVS HEALTH Corp Healthcare	Held	5,888	0	$609,113	+44.0%	0.09%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,106	+8	$602,103	+1.7%	0.09%
LOW	Lowes Companies Inc Consumer Cyclical	Added	2,400	+1	$529,176	−6.6%	0.08%
ABI	VictoryShares Pioneer Asset-Based Income ETF	NEW	2,425	NEW	$515,967	NEW	0.08%
CAH	Cardinal Health Inc Healthcare	Held	2,163	0	$513,842	+12.4%	0.08%
UDR	UDR, Inc. Real Estate	Held	12,368	0	$493,730	+18.2%	0.07%
AVGO	Broadcom Inc. Technology	Added	1,121	+9	$423,457	+23.0%	0.06%

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.