Life Planning Partners, Inc — 13F holdings

Life Planning Partners, Inc reported 71 holdings worth $135M in its 13F filing for Q2 2026, filed July 22, 2026.

Largest positions

1. ITOT ISHARES TR — $26.6M (19.7%)
2. IEFA ISHARES TR — $10.6M (7.9%)
3. VTI VANGUARD INDEX FDS — $8.53M (6.3%)
4. IEMG ISHARES INC — $6.14M (4.6%)
5. VEA VANGUARD TAX-MANAGED FDS — $5.77M (4.3%)
6. SUB ISHARES TR — $5.37M (4.0%)
7. MUB ISHARES TR — $4.50M (3.3%)
8. CLIP GLOBAL X FDS — $3.67M (2.7%)
9. SPDW SPDR INDEX SHS FDS — $3.41M (2.5%)
10. IUSB ISHARES TR — $3.31M (2.5%)