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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
Page 2 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 70,630.0 $4.3M 0.65% +472.0 +0.7% $60.79 +4.5%
22 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 51,454.0 $4.2M 0.64% +2K +3.2% $82.27 +5.3%
23 VXF VANGUARD EXTENDED MARKET ETF 15,612.0 $3.8M 0.58% -359.0 -2.2% $246.21 -0.3%
24 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 71,590.0 $3.7M 0.56% $51.78 +1.2%
25 SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 31,729.0 $3.5M 0.53% $109.11 +1.2%
26 VFMF VANGUARD U.S. MULTIFACTOR ETF 19,325.0 $3.4M 0.52% $176.97 +5.5%
27 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 65,618.0 $3.3M 0.50% +4K +5.8% $50.60 -1.6%
28 VV VANGUARD LARGE-CAP ETF 8,718.0 $3.0M 0.46% $343.89 +2.5%
29 NSC NORFOLK SOUTHN CORP COM Industrials 9,376.0 $2.9M 0.45% $314.59 +11.5%
30 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 106,260.0 $2.7M 0.41% +1K +1.0% $25.52 -1.7%
31 SPY STATE STREET SPDR S&P 500 ETF Financial Services 3,026.0 $2.3M 0.34% +2K +227.8% $746.65 +2.6%
32 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 18,158.0 $2.2M 0.33% -532.0 -2.9% $119.13 -2.6%
33 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 25,217.0 $2.1M 0.32% -2K -5.8% $83.75 +2.3%
34 VB VANGUARD SMALL-CAP ETF 6,723.0 $2.0M 0.31% $303.11 +0.5%
35 XOM EXXONMOBIL HOLDINGS CORP COM SHS Energy 12,623.0 $1.7M 0.26% $136.72 +20.8%
36 AAPL APPLE INC COM Technology 5,921.0 $1.7M 0.26% -225.0 -3.7% $289.37 +6.9%
37 IWF ISHARES RUSSELL 1000 GROWTH ETF 13,252.0 $1.6M 0.25% +10K +300.1% $124.17 -1.4%
38 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 1,600.0 $1.5M 0.23% $965.00 -11.9%
39 STLD STEEL DYNAMICS INC COM Basic Materials 6,412.0 $1.5M 0.22% -220.0 -3.3% $229.46 -0.3%
40 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 17,158.0 $1.5M 0.22% -1K -7.4% $85.49 +2.6%
Page 2 of 7  ·  131 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 19.0%
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%