13F Insight
Viewing historical filing for 2025Q4. View latest →
DOSSIER · 13F-HR · Q2 2026

Life Planning Partners, Inc

$135M in tracked AUM across 71 positions as of Q2 2026.

LP
CIK 0001910934 · last filed Jun 30, 2026
Total AUM
$135M
as of Q2 2026
Holdings
71
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…