Q2 2026 13F · SEC CIK 2054264

Partners in Financial Planning

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $659.5M
Reported positions: 131
Holdings vs S&P 500, 3 yrs: —
Assets under management: $913.6M

Partners in Financial Planning is a wealth manager that reported 131 positions worth $659.5M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Vanguard Bd Index Fds (BND, 11.8%), Vanguard Index Fds (VUG, 10.8%), Vanguard Index Fds (VTV, 9.9%).

Partners in Financial Planning holdings largest 50 of 131 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Partners in Financial Planning 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BNDVanguard Bd Index Fds	11.8%	12.8%	1,063,064	+1.6%	$78.0M
VUGVanguard Index Fds	10.8%	9.9%	824,863	+505.0%	$71.1M
VTVVanguard Index Fds	9.9%	10.0%	299,573	-2.5%	$65.3M
BNDXVanguard Charlotte Fds	9.5%	9.9%	1,288,435	+4.2%	$62.4M
VEAVanguard Ftse Developed Markets Index Fu	8.3%	8.4%	771,756	-2.2%	$55.0M
BSVVanguard Bd Index Fds	5.8%	6.2%	488,983	+2.4%	$38.1M
VBKVanguard Index Fds	3.7%	3.4%	66,268	-0.8%	$24.2M
VBRVanguard Index Fds	3.7%	3.7%	99,603	-2.2%	$24.2M
VWOVanguard Intl Equity Index F	2.7%	2.7%	302,899	-1.0%	$18.1M
VSSVanguard Intl Equity Index F	2.5%	2.6%	105,235	-0.5%	$16.2M
VNQVanguard Index Fds	2.4%	2.3%	161,235	+2.4%	$15.6M
SPDWSpdr Index Shs Fds	2.2%	2.2%	291,107	+0.4%	$14.7M
VTEBVanguard Mun Bd Fds	2.0%	2.0%	262,359	+10.9%	$13.3M
VTIVanguard Index Fds	2.0%	1.9%	35,649	+1.6%	$13.2M
SUBIshares Tr	1.8%	1.8%	110,184	+7.8%	$11.7M
VCITVanguard Scottsdale Fds	1.3%	1.3%	100,930	+3.7%	$8.3M
VOOVanguard Index Fds	1.1%	1.1%	10,928	+0.1%	$7.5M
MUBIshares Tr	1.0%	1.1%	63,857	-0.8%	$6.9M
SPYGState Street Spdr Portfolio S&p 500 Grow	0.7%	0.7%	41,432	-3.3%	$4.9M
VOVanguard Index Fds	0.7%	0.7%	56,442	+300.9%	$4.5M
SPYVState Street Spdr Portfolio S&p 500 Valu	0.7%	0.7%	70,630	+0.7%	$4.3M
SCZIshares Tr	0.6%	0.6%	51,454	+3.2%	$4.2M
VXFVanguard Index Fds	0.6%	0.5%	15,612	-2.2%	$3.8M
SPEMSpdr Index Shs Fds	0.6%	0.6%	71,590	+0.5%	$3.7M
SLYVSpdr Series Trust	0.5%	0.5%	31,729	+0.0%	$3.5M
VFMFVanguard Wellington Fd	0.5%	0.5%	19,325	-0.0%	$3.4M
IAGGIshares Tr	0.5%	0.5%	65,618	+5.8%	$3.3M
VVVanguard Index Fds	0.5%	0.4%	8,718	+0.1%	$3.0M
NSCNorfolk Southn Corporation	0.4%	0.4%	9,376	+0.0%	$2.9M
SPABSpdr Series Trust	0.4%	0.4%	106,260	+1.0%	$2.7M
SPYState Str Spdr S&p 500 ETF T	0.3%	—	3,026	—	$2.3M
SLYGSpdr Series Trust	0.3%	0.3%	18,158	-2.8%	$2.2M
VEUVanguard Intl Equity Index F	0.3%	0.3%	25,217	-5.8%	$2.1M
VBVanguard Index Fds	0.3%	0.3%	6,723	+0.1%	$2.0M
XOMExxon Mobil Corp	0.3%	0.4%	12,623	+0.0%	$1.7M
AAPLApple Inc	0.3%	0.3%	5,921	-3.7%	$1.7M
IWFIshares Tr	0.2%	0.2%	13,252	+300.1%	$1.6M
STXSeagate Technology Hldngs Pl	0.2%	—	1,600	—	$1.5M
STLDSteel Dynamics Inc	0.2%	0.2%	6,412	-3.3%	$1.5M
VXUSVanguard Star Fds	0.2%	0.2%	17,158	-7.4%	$1.5M
LRGFIshares Tr	0.2%	0.2%	18,948	+0.2%	$1.4M
AMZNAmazon Com Inc	0.2%	0.2%	5,675	-0.6%	$1.4M
VNQIVanguard Intl Equity Index F	0.2%	0.2%	29,335	-1.3%	$1.3M
TSLATesla Inc	0.2%	0.2%	3,066	+0.0%	$1.3M
DFATDimensional ETF Trust	0.2%	0.2%	18,138	-5.2%	$1.3M
CVXChevron Corporation	0.2%	0.3%	7,634	+0.0%	$1.3M
BIVVanguard Bd Index Fds	0.2%	0.2%	16,186	-10.7%	$1.2M
FERGFerguson Enterprises Inc Common Stock Ne	0.2%	0.2%	5,033	+0.0%	$1.2M
SPTSSpdr Series Trust	0.2%	0.2%	40,176	-19.6%	$1.2M
GEVGe Vernova Inc	0.2%	—	985	—	$1.2M

What Partners in Financial Planning bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.7% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$659.5M	131
Q1 2026	$602.9M	122
Q4 2025	$590.6M	115
Q3 2025	$578.5M	115
Q2 2025	$542.3M	107
Q1 2025	$497.6M	101
Q4 2024	$490.2M	107
Q3 2024	$495.7M	107

Questions about Partners in Financial Planning's portfolio

What stocks does Partners in Financial Planning own?

Partners in Financial Planning's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 131 positions worth $659.5M. The largest are Vanguard Bd Index Fds (BND) at 11.8%, Vanguard Index Fds (VUG) at 10.8%, Vanguard Index Fds (VTV) at 9.9%, Vanguard Charlotte Fds (BNDX) at 9.5% and Vanguard Ftse Developed Markets Index Fu (VEA) at 8.3%.

What did Partners in Financial Planning buy last quarter?

In Q2 2026, Partners in Financial Planning added Vanguard Index Fds (VUG) (+505.0% shares), Vanguard Index Fds (VO) (+300.9% shares) and Ishares Tr (IWF) (+300.1% shares), compared with its Q1 2026 filing.

What did Partners in Financial Planning sell last quarter?

In Q2 2026, Partners in Financial Planning cut from its top 50 Ishares Tr (EFA), cut from its top 50 Texas Pacific Land Corporati (TPL), cut from its top 50 Microsoft Corp (MSFT), Spdr Series Trust (SPTS) (-19.6% shares), Vanguard Bd Index Fds (BIV) (-10.7% shares) and Vanguard Star Fds (VXUS) (-7.4% shares), compared with its Q1 2026 filing.

When is Partners in Financial Planning's next 13F filing due?

13F filings are due 45 days after each quarter ends. Partners in Financial Planning's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Partners in Financial Planning manage?

Partners in Financial Planning reported $913.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $659.5M.