13F Insight
DOSSIER · 13F-HR · Q1 2026

Partners in Financial Planning

$603M in tracked AUM across 122 positions as of Q1 2026.

PI
CIK 0002054264 · last filed Mar 31, 2026
Total AUM
$603M
as of Q1 2026
Holdings
122
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BND
VANGUARD BD INDEX FDS
$77M1.0M12.8%02
VTV
VANGUARD INDEX FDS
$60M307K10.0%03
VUG
VANGUARD INDEX FDS
$60M136K9.9%04
BNDX
VANGUARD CHARLOTTE FDS
$59M1.2M9.9%05
VEA
VANGUARD TAX-MANAGED FDS
$51M789K8.4%06
BSV
VANGUARD BD INDEX FDS
$37M477K6.2%07
VBR
VANGUARD INDEX FDS
$22M102K3.7%08
VBK
VANGUARD INDEX FDS
$20M67K3.4%09
VWO
VANGUARD INTL EQUITY INDEX F
$17M306K2.7%10
VSS
VANGUARD INTL EQUITY INDEX F
$15M106K2.6%

Filing history

2026Q1Mar 31
$603M▲ 2.1%
122 positionsView →2025Q4Dec 31
$591M▲ 2.1%
115 positionsView →2025Q3Sep 30
$578M▲ 6.7%
115 positionsView →2025Q2Jun 30
$542M▲ 9.0%
107 positionsLocked2025Q1Mar 31
$498M▲ 1.5%
101 positionsLocked2024Q4Dec 31
$490M▼ 1.1%
107 positionsLocked2024Q3Sep 30
$496M▲ 7.7%
107 positionsLocked2024Q2Jun 30
$460M▲ 2.4%
104 positionsLocked2024Q1Mar 31
$449M▲ 5.5%
103 positionsLocked2023Q4Dec 31
$426M▲ 9.7%
103 positionsLocked2023Q3Sep 30
$389M▼ 1.1%
96 positionsLocked2023Q2Jun 30
$393M▲ 3.4%
94 positionsLocked
Showing 12 of 20