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Portfolio (Quarterly) Guide ↗

Partners in Financial Planning

· CIK 0002054264
13F Portfolio $603M AUM 122 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 39 Added 19 Reduced 1 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC Consumer Defensive 6,377.0 $793K 0.13% +102.0 +1.6% $124.28 -5.7%
22 TFC TRUIST FINL CORP Financial Services 17,071.0 $785K 0.13% +2K +15.3% $45.97 +5.1%
23 GOOG ALPHABET INC Communication Services 2,736.0 $785K 0.13% +105.0 +4.0% $286.81 +28.1%
24 GE GE AEROSPACE Industrials 2,746.0 $779K 0.13% +160.0 +6.2% $283.81 +26.0%
25 GOOGL ALPHABET INC Communication Services 2,349.0 $676K 0.11% +37.0 +1.6% $287.57 +28.0%
26 JNJ JOHNSON & JOHNSON Healthcare 2,667.0 $652K 0.11% +77.0 +3.0% $244.41 -6.6%
27 DFAE DIMENSIONAL ETF TRUST 17,544.0 $594K 0.10% +3K +18.9% $33.86 +23.2%
28 PG PROCTER AND GAMBLE CO Consumer Defensive 4,098.0 $592K 0.10% +60.0 +1.5% $144.43 +4.1%
29 LOW LOWES COS INC Consumer Cyclical 2,399.0 $567K 0.09% +49.0 +2.1% $236.27 -6.0%
30 DFSV DIMENSIONAL ETF TRUST 14,362.0 $503K 0.08% +2K +14.4% $35.04 +8.8%
31 IJR ISHARES TR 3,217.0 $400K 0.07% +920.0 +40.0% $124.31 +15.2%
32 IJH ISHARES TR 5,617.0 $379K 0.06% +164.0 +3.0% $67.53 +12.2%
33 VCRB VANGUARD MALVERN FDS 4,878.0 $377K 0.06% +47.0 +1.0% $77.38 -0.3%
34 DHR DANAHER CORPORATION Healthcare 1,954.0 $370K 0.06% +66.0 +3.5% $189.37 -6.4%
35 META META PLATFORMS INC Communication Services 624.0 $357K 0.06% +7.0 +1.1% $572.13 +0.9%
36 SCHZ SCHWAB STRATEGIC TR 13,387.0 $311K 0.05% +93.0 +0.7% $23.22 -0.4%
37 SLV ISHARES SILVER TR Financial Services 4,025.0 $274K 0.04% +287.0 +7.7% $68.14 -12.7%
38 IEMG ISHARES INC 3,924.0 $274K 0.04% +445.0 +12.8% $69.76 +22.8%
39 VGIT VANGUARD SCOTTSDALE FDS 3,543.0 $211K 0.04% +18.0 +0.5% $59.55 -1.2%
Page 2 of 2  ·  39 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 18.5%
Energy 15.3%
Technology 12.1%
Consumer Cyclical 11.4%
Healthcare 11.1%
Financial Services 9.8%
Consumer Defensive 8.2%
Communication Services 5.5%
Basic Materials 3.6%
Utilities 3.3%