What does Partners in Financial Planning hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Partners in Financial Planning filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD BD INDEX FDS

$77M1.0M12.8%

VANGUARD INDEX FDS

$60M307K10.0%

VANGUARD INDEX FDS

$60M136K9.9%

VANGUARD CHARLOTTE FDS

$59M1.2M9.9%

VANGUARD TAX-MANAGED FDS

$51M789K8.4%

VANGUARD BD INDEX FDS

$37M477K6.2%

VANGUARD INDEX FDS

$22M102K3.7%

VANGUARD INDEX FDS

$20M67K3.4%

VANGUARD INTL EQUITY INDEX F

$17M306K2.7%

VANGUARD INTL EQUITY INDEX F

$15M106K2.6%

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