Partners in Financial Planning ETF holdings
Salem, VA
Reported $622.8M in 81 ETFs in its Form 13F for June 30, 2026.
ETF value
$622.8M
ETFs held
81
Change from prior quarter
+9.3%
With price moves
ETFs as a share of its 13F
94.4%
of $659.5M
Top 10 of 81 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BND | Vanguard Total Bond Market ETF | $78.0M | 1,063,064 | +16,492 shares |
| VUG | Vanguard Morningstar Growth ETF | $71.1M | 824,863 | +688,517 shares |
| VTV | Vanguard Morningstar Value ETF | $65.3M | 299,573 | −7,615 shares |
| BNDX | Vanguard Total International Bond ETF | $62.4M | 1,288,435 | +51,846 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $55.0M | 771,756 | −17,718 shares |
| BSV | Vanguard Short-Term Bond ETF | $38.1M | 488,983 | +11,609 shares |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | $24.2M | 66,268 | −567 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $24.2M | 99,603 | −2,286 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $18.1M | 302,899 | −2,962 shares |
| VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | $16.2M | 105,235 | −493 shares |
71 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) 0002054264. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Partners in Financial Planning own?
Partners in Financial Planning reported 81 ETF positions worth $622.8M in its Form 13F for June 30, 2026. The largest was BND, at $78.0M.
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.