Life Planning Partners, Inc ETF holdings
Jacksonville, FL
Reported $128.0M in 57 ETFs in its Form 13F for June 30, 2026.
ETF value
$128.0M
ETFs held
57
Change from prior quarter
+2.4%
With price moves
ETFs as a share of its 13F
95.1%
of $134.5M
Top 10 of 57 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $26.6M | 161,686 | −14,823 shares |
| IEFA | iShares Core MSCI EAFE ETF | $10.6M | 109,808 | −9,177 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $8.5M | 23,054 | −551 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $6.1M | 74,126 | −7,277 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $5.8M | 80,913 | −7,303 shares |
| SUB | iShares Short-Term National Muni Bond ETF | $5.4M | 50,465 | −4,117 shares |
| MUB | iShares National Muni Bond ETF | $4.5M | 41,843 | −336 shares |
| CLIP | Global X 1-3 Month T-Bill ETF | $3.7M | 36,541 | +993 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $3.4M | 67,750 | No change |
| IUSB | iShares Core Universal USD Bond ETF | $3.3M | 71,639 | −9,759 shares |
47 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001910934. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Life Planning Partners, Inc own?
Life Planning Partners, Inc reported 57 ETF positions worth $128.0M in its Form 13F for June 30, 2026. The largest was ITOT, at $26.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.