Partners in Financial Planning

DOSSIER · 13F-HR · Q2 2026

Partners in Financial Planning

$660M in tracked AUM across 131 positions as of Q2 2026.

PI

CIK 0002054264 · last filed Jun 30, 2026

Total AUM

$660M

as of Q2 2026

Holdings

131

—

positions

Whale Score

65

65

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Partners in Financial Planning filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

BND

VANGUARD TOTAL BOND MARKET ETF

$78M1.1M11.8%02

VUG

VANGUARD GROWTH ETF

$71M825K10.8%03

VTV

VANGUARD VALUE ETF

$65M300K9.9%04

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

$62M1.3M9.5%05

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

$55M772K8.3%06

BSV

VANGUARD SHORT-TERM BOND ETF

$38M489K5.8%07

VBK

VANGUARD SMALL-CAP GROWTH ETF

$24M66K3.7%08

VBR

VANGUARD SMALL CAP VALUE ETF

$24M100K3.7%09

VWO

VANGUARD FTSE EMERGING MARKETS ETF

$18M303K2.7%10

VSS

VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF