13F Insight
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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

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
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Filing history

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