Life Planning Partners, Inc

Key Holdings

The portfolio is heavily concentrated in the top ten positions, which comprise approximately 61% of the total assets. The largest holding is an iShares Trust position valued at $26.26M, accounting for 20.12% of the portfolio alone. This is followed by a second iShares position ($10.65M, 8.16%) and a Vanguard Index Fund ($7.97M, 6.10%).

Notably, the portfolio is dominated by passive investment vehicles rather than individual stock selection. Outside of ETFs and Mutual Funds, the few individual equity positions are minimal. The largest individual stock holding is Tesla Inc., which represents only 0.97% of the portfolio ($1.26M). This is followed by Parker-Hannifin Corp. (0.89%) and minor stakes in XPO Inc. (0.66%), JPMorgan Chase & Co. (0.34%), and Bank of America Corp. (0.33%). The overwhelming presence of funds from providers like iShares, Vanguard, Dimensional, and Global X signals a reliance on broad market exposure rather than active stock picking.