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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ESGV	VANGUARD WORLD FD	—	1,655	$200K	0.03%	SOLD

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%