Portfolio (Quarterly) Guide ↗

Life Planning Partners, Inc

· CIK 0001910934

13F Portfolio $135M AUM 71 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 7 New 12 Added 36 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CVX	CHEVRON CORP NEW	Energy	1,837	$280K	0.21%	SOLD
2	AVES	AMERICAN CENTY ETF TR	—	4,130	$241K	0.18%	SOLD

Sector Allocation

Industrials 50.6%

Technology 25.6%

Financial Services 11.9%

Healthcare 7.1%

Consumer Cyclical 4.8%