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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 4 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 20,741.0 $920K 0.14% -159.0 -0.8% $44.36 +2.8%
62 GLW CORNING INC COM Technology 3,601.0 $920K 0.14% -30.0 -0.8% $255.43 -41.4%
63 IEFA ISHARES CORE MSCI EAFE ETF 9,267.0 $895K 0.14% +211.0 +2.3% $96.58 +4.4%
64 TFC TRUIST FINL CORP COM Financial Services 17,096.0 $852K 0.13% $49.82 +1.2%
65 VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF 11,250.0 $851K 0.13% +735.0 +7.0% $75.68 -0.0%
66 GOOGL ALPHABET INC CAP STK CL A Communication Services 2,349.0 $840K 0.13% $357.39 -3.5%
67 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,674.0 $838K 0.13% $500.39
68 NKSH NATIONAL BANKSHARES INC VA COM Financial Services 21,431.0 $779K 0.12% $36.33 +13.3%
69 CSX CSX CORP COM Industrials 15,816.0 $752K 0.11% $47.53 +8.5%
70 PM PHILIP MORRIS INTL INC COM Consumer Defensive 4,066.0 $736K 0.11% $180.91 +4.0%
71 WMT WALMART INC COM Consumer Defensive 6,377.0 $722K 0.11% $113.26 -8.4%
72 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 17,889.0 $719K 0.11% +345.0 +2.0% $40.21 -1.8%
73 JNJ JOHNSON & JOHNSON COM Healthcare 2,667.0 $677K 0.10% $253.95 +6.4%
74 CVS CVS HEALTH CORP COM Healthcare 5,888.0 $609K 0.09% $103.45 -10.1%
75 PG PROCTER & GAMBLE CO COM Consumer Defensive 4,106.0 $602K 0.09% $146.63 -1.3%
76 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 5,730.0 $567K 0.09% $98.98 -1.6%
77 DFSV DIMENSIONAL US SMALL CAP VALUE ETF 14,413.0 $559K 0.09% $38.79 +3.9%
78 LOW LOWES COS INC COM Consumer Cyclical 2,400.0 $529K 0.08% $220.45 -2.0%
79 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2,425.0 $516K 0.08% NEW $212.79 +4.2%
80 CAH CARDINAL HEALTH INC COM Healthcare 2,163.0 $514K 0.08% $237.56 -3.4%
Page 4 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%