13F Insight
Viewing historical filing for 2026Q1. View latest →
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

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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Filing history

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