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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 4 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TFC TRUIST FINL CORP Financial Services 17,071.0 $785K 0.13% +2K +15.3% $45.97 +5.1%
62 GOOG ALPHABET INC Communication Services 2,736.0 $785K 0.13% +105.0 +4.0% $286.81 +28.1%
63 NKSH NATIONAL BANKSHARES INC VA COM Financial Services 21,431.0 $780K 0.13% $36.41 -3.0%
64 GE GE AEROSPACE Industrials 2,746.0 $779K 0.13% +160.0 +6.2% $283.81 +26.0%
65 DFNM DIMENSIONAL ETF TRUST 15,960.0 $765K 0.13% NEW $47.93 +0.9%
66 GOOGL ALPHABET INC Communication Services 2,349.0 $676K 0.11% +37.0 +1.6% $287.57 +28.0%
67 PM PHILIP MORRIS INTL INC Consumer Defensive 4,066.0 $672K 0.11% $165.34 +7.9%
68 JNJ JOHNSON & JOHNSON Healthcare 2,667.0 $652K 0.11% +77.0 +3.0% $244.41 -6.6%
69 CSX CSX CORP Industrials 15,816.0 $649K 0.11% $41.05 +11.2%
70 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,600.0 $627K 0.10% $391.76 +173.2%
71 SPY SPDR S&P 500 ETF TR Financial Services 923.0 $600K 0.10% $650.42 +14.8%
72 DFAE DIMENSIONAL ETF TRUST 17,544.0 $594K 0.10% +3K +18.9% $33.86 +23.2%
73 PG PROCTER AND GAMBLE CO Consumer Defensive 4,098.0 $592K 0.10% +60.0 +1.5% $144.43 +4.1%
74 AGG ISHARES TR 5,714.0 $567K 0.09% $99.26 -0.4%
75 LOW LOWES COS INC Consumer Cyclical 2,399.0 $567K 0.09% +49.0 +2.1% $236.27 -6.0%
76 DFSV DIMENSIONAL ETF TRUST 14,362.0 $503K 0.08% +2K +14.4% $35.04 +8.8%
77 GLW CORNING INC Technology 3,631.0 $494K 0.08% $135.97 +43.4%
78 DFIV DIMENSIONAL ETF TRUST 8,735.0 $461K 0.08% $52.78 +4.8%
79 CAH CARDINAL HEALTH INC Healthcare 2,163.0 $457K 0.08% $211.31 +4.9%
80 MCD MCDONALDS CORP Consumer Cyclical 1,412.0 $439K 0.07% -200.0 -12.4% $310.82 -10.4%
Page 4 of 7  ·  122 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%