Portfolio (Quarterly) Guide ↗

Life Planning Partners, Inc

· CIK 0001910934

13F Portfolio $131M AUM 66 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 1 New 11 Added 35 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VXUS	VANGUARD STAR FDS	—	3,974	$292K	0.21%	SOLD
2	SLV	ISHARES SILVER TR	Financial Services	6,041	$256K	0.19%	SOLD
3	IBM	INTERNATIONAL BUSINESS MACHS	Technology	745	$210K	0.15%	SOLD
4	IWB	ISHARES TR	—	574	$210K	0.15%	SOLD
5	—	BERKSHIRE HATHAWAY INC DEL	—	410	$206K	0.15%	SOLD

Sector Allocation

Industrials 39.3%

Consumer Cyclical 21.1%

Financial Services 14.6%

Technology 14.2%

Healthcare 6.1%

Energy 4.7%