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Portfolio (Quarterly) Guide ↗

Partners in Financial Planning

· CIK 0002054264
13F Portfolio $591M AUM 115 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 115 New
Page 2 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYV SPDR SER TR 69,965.0 $4.0M 0.67% NEW $56.81 +7.1%
22 SCZ ISHARES TR 50,388.0 $3.9M 0.66% NEW $77.53 +7.8%
23 VXF VANGUARD INDEX FDS 15,915.0 $3.3M 0.56% NEW $209.12 +15.3%
24 SPEM SPDR INDEX SHS FDS 68,367.0 $3.2M 0.54% NEW $46.81 +13.4%
25 IAGG ISHARES TR 59,439.0 $3.0M 0.50% NEW $50.01 +1.0%
26 VFMF VANGUARD WELLINGTON FD 19,646.0 $3.0M 0.50% NEW $150.72 +15.8%
27 SLYV SPDR SER TR 31,389.0 $2.9M 0.48% NEW $90.97 +17.4%
28 VV VANGUARD INDEX FDS 8,673.0 $2.7M 0.46% NEW $314.78 +9.6%
29 NSC NORFOLK SOUTHN CORP Industrials 9,376.0 $2.7M 0.46% NEW $288.72 +3.9%
30 SPAB SPDR SER TR 102,333.0 $2.6M 0.45% NEW $25.75 -1.0%
31 VEU VANGUARD INTL EQUITY INDEX F 27,125.0 $2.0M 0.34% NEW $73.56 +15.4%
32 AAPL APPLE INC Technology 6,541.0 $1.8M 0.30% NEW $271.88 +9.6%
33 SLYG SPDR SER TR 18,671.0 $1.8M 0.30% NEW $94.19 +21.2%
34 VB VANGUARD INDEX FDS 6,702.0 $1.7M 0.29% NEW $257.96 +14.9%
35 IWF ISHARES TR 3,312.0 $1.6M 0.27% NEW $473.23 -74.0%
36 XOM EXXON MOBIL CORP Energy 12,623.0 $1.5M 0.26% NEW $120.34 +14.5%
37 SPTS SPDR SER TR 50,653.0 $1.5M 0.25% NEW $29.28 -1.1%
38 BIV VANGUARD BD INDEX FDS 18,101.0 $1.4M 0.24% NEW $77.88 -1.7%
39 VXUS VANGUARD STAR FDS 18,517.0 $1.4M 0.24% NEW $75.44 +15.0%
40 TSLA TESLA INC Consumer Cyclical 3,061.0 $1.4M 0.23% NEW $449.72 -10.9%
Page 2 of 6  ·  115 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 19.2%
Consumer Cyclical 13.8%
Technology 13.4%
Healthcare 11.9%
Energy 11.3%
Financial Services 10.2%
Communication Services 6.3%
Consumer Defensive 6.2%
Basic Materials 3.8%
Utilities 2.6%