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What Partners In Financial Planning reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
602.9MPositions
122Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| BND Vanguard Total Bond Market ETF | 77.1M | 12.8% | 1.0M | 72.23 | -1.8% |
| VTV Vanguard Morningstar Value ETF | 60.3M | 10.0% | 307.2K | 226.40 | +24.6% |
| VUG Vanguard Morningstar Growth ETF | 59.6M | 9.9% | 136.3K | 87.50 | +15.9% |
| BNDX Vanguard Total International Bond ETF | 59.4M | 9.9% | 1.2M | 47.65 | -3.3% |
| VEA Vanguard FTSE Developed Markets ETF | 50.6M | 8.4% | 789.5K | 73.42 | +24.7% |
| BSV Vanguard Short-Term Bond ETF | 37.4M | 6.2% | 477.4K | 77.57 | -1.4% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 22.1M | 3.7% | 101.9K | 249.18 | +22.7% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 20.2M | 3.4% | 66.8K | 358.65 | +26.5% |
| VWO Vanguard FTSE Emerging Markets ETF | 16.5M | 2.7% | 305.9K | 60.45 | +17.7% |
| VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF | 15.4M | 2.6% | 105.7K | 160.06 | +15.9% |
| VNQ Vanguard Real Estate ETF | 14.0M | 2.3% | 157.5K | 98.50 | +8.6% |
| SPDW State Street SPDR Portfolio Developed World ex | 13.2M | 2.2% | 290.0K | 52.02 | +24.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 11.8M | 2.0% | 236.6K | 49.54 | +1.4% |
| VTI Vanguard Morningstar Total Stock Market ETF | 11.3M | 1.9% | 35.1K | 378.24 | +20.5% |
| SUB iShares Short-Term National Muni Bond ETF | 10.9M | 1.8% | 102.2K | 106.30 | -0.6% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 8.1M | 1.3% | 97.4K | 81.05 | -2.5% |
| MUB iShares National Muni Bond ETF | 6.8M | 1.1% | 64.3K | 105.34 | +1.2% |
| VOO Vanguard S&P 500 ETF | 6.5M | 1.1% | 10.9K | 703.71 | +20.0% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 4.2M | 0.7% | 42.8K | 120.21 | +22.2% |
| VO Vanguard Morningstar Mid-Cap ETF | 4.0M | 0.7% | 14.1K | 82.97 | +15.9% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 4.0M | 0.7% | 70.2K | 63.51 | +17.5% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 3.9M | 0.6% | 49.9K | 86.60 | +14.8% |
| SPEM State Street SPDR Portfolio Emerging Markets E | 3.3M | 0.6% | 71.3K | 52.38 | +18.1% |
| VXF Vanguard Extended Market ETF | 3.3M | 0.5% | 16.0K | 245.53 | +23.5% |
| IAGG iShares International Aggregate Bond Fund | 3.1M | 0.5% | 62.0K | 49.77 | -2.5% |
| SLYV State Street SPDR S&P 600 Small Cap Value ETF | 3.0M | 0.5% | 31.7K | 110.42 | +30.5% |
| VFMF Vanguard U.S. Multifactor ETF | 3.0M | 0.5% | 19.3K | 186.77 | +34.5% |
| SPAB State Street SPDR Portfolio Aggregate Bond ETF | 2.7M | 0.4% | 105.2K | 25.09 | -1.8% |
| NSC NORFOLK SOUTHERN CORP | 2.7M | 0.4% | 9.4K | 350.72 | +22.8% |
| VV Vanguard Morningstar Large-Cap ETF | 2.6M | 0.4% | 8.7K | 352.60 | +19.8% |
| XOM ExxonMobil Holdings Corp | 2.1M | 0.4% | 12.6K | 165.11 | +52.1% |
| VEU Vanguard FTSE All World Ex US ETF | 2.0M | 0.3% | 26.8K | 85.69 | +23.3% |
| SLYG State Street SPDR S&P 600 Small Cap Growth ETF | 1.8M | 0.3% | 18.7K | 116.01 | +27.1% |
| VB Vanguard Morningstar Small-Cap ETF | 1.8M | 0.3% | 6.7K | 304.76 | +24.4% |
| CVX CHEVRON CORP | 1.6M | 0.3% | 7.6K | 205.27 | +34.0% |
| AAPL Apple Inc. | 1.6M | 0.3% | 6.1K | 309.35 | +36.9% |
| SPTS State Street SPDR Portfolio Short Term Treasur | 1.5M | 0.2% | 50.0K | 28.96 | -1.0% |
| VXUS Vanguard Total International Stock ETF | 1.4M | 0.2% | 18.5K | 87.71 | +22.7% |
| IWF iShares Russell 1000 Growth Fund | 1.4M | 0.2% | 3.3K | 122.39 | +11.2% |
| BIV Vanguard Intermediate-Term Bond ETF | 1.4M | 0.2% | 18.1K | 75.43 | -2.5% |
| VNQI Vanguard Global ex-U.S. Real Estate ETF | 1.3M | 0.2% | 29.7K | 45.71 | -3.8% |
| LRGF iShares U.S. Equity Factor ETF | 1.2M | 0.2% | 18.9K | 77.96 | +18.0% |
| DFAT Dimensional U.S. Targeted Value ETF | 1.2M | 0.2% | 19.1K | 71.67 | +26.9% |
| STLD STEEL DYNAMICS INC | 1.2M | 0.2% | 6.6K | 228.68 | +82.3% |
| AMZN AMAZON COM INC | 1.2M | 0.2% | 5.7K | 258.63 | +15.6% |
| FERG Ferguson Enterprises Inc. /DE/ | 1.2M | 0.2% | 5.0K | 242.24 | +5.1% |
| TSLA Tesla, Inc. | 1.1M | 0.2% | 3.1K | 362.86 | +12.0% |
| EFA iShares MSCI EAFE ETF | 1.1M | 0.2% | 11.2K | 108.24 | +17.1% |
| TPL Texas Pacific Land Corp | 1.0M | 0.2% | 2.1K | 383.64 | +28.6% |
| MSFT MICROSOFT CORP | 970.8K | 0.2% | 2.6K | 483.24 | -4.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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