Portfolio (Quarterly) Guide ↗

Partners in Financial Planning

· CIK 0002054264

13F Portfolio $660M AUM 131 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 11 New 31 Added 27 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VGIT	VANGUARD SCOTTSDALE FDS	—	3,543	$211K	0.04%	SOLD
2	PEP	PEPSICO INC	Consumer Defensive	1,309	$203K	0.03%	SOLD

Sector Allocation

Industrials 19.0%

Technology 14.9%

Financial Services 14.2%

Energy 11.3%

Healthcare 10.7%

Consumer Cyclical 10.4%

Consumer Defensive 6.7%

Utilities 4.2%

Basic Materials 3.9%

Communication Services 3.2%