Life Planning Partners, Inc

CIK 0001910934 · Q2 2026

13F Equity AUM

$134.5M

+2.7% QoQ

Positions

+3 QoQ

AUM Rank

#7,380

Top 85%

Skill Alpha (FF)

-2.4%/yr^ns

No Clear Edge

Rank #6,308 · Top 76%

vs S&P -2.8%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 42.8%Top 10: 57.9%Top 20: 75.0%

ITOT19.7%

IEFA7.9%

VTI6.3%

IEMG4.6%

VEA4.3%

SUB4.0%

MUB3.4%

CLIP2.7%

SPDW2.5%

IUSB2.5%

Others (61)42.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services95.6%

Industrials2.1%

Other2.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 71Median: 0.64%Avg: 1.41%

0–0.5%

31(8.2%)

0.5–1%

16(12.4%)

1–3%

17(29.2%)

3–5%

4(16.2%)

5%+

3(34.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 71vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New6Increased10Decreased38Exited3

New Positions

VXUS0.6%

+10K

GOOG0.6%

+2K

ORCL0.3%

+3K

AMD0.2%

+485

CAT0.2%

+215

VUG0.1%

+2K

Increased

CMF0.5%

+2K(+28%)

LQD0.8%

+1K(+17%)

SLQD1.9%

+1K(+2%)

CLIP2.7%

+993(+3%)

AGG0.3%

+643(+18%)

PLTR0.2%

+95(+5%)

DFIC0.3%

+32(+0%)

MSFT0.2%

+20(+3%)

VCSH0.3%

+14(+0%)

VNQ0.2%

+1(+0%)

Decreased

ITOT19.7%

-14,823(-8%)

IUSB2.5%

-9,759(-12%)

IEFA7.9%

-9,177(-8%)

VEA4.3%

-7,303(-8%)

IEMG4.6%

-7,277(-9%)

AVDE1.0%

-7,015(-32%)

FMUN1.4%

-6,238(-14%)

SUB4.0%

-4,117(-8%)

FREL0.8%

-3,660(-9%)

DFAI1.5%

-3,602(-7%)

Exited

CHV

-1,839

AVES

-4,130

XOM

-1,234

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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