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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 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWS ISHARES TR 2,916.0 $425K 0.07% $145.76 +11.8%
82 CVS CVS HEALTH CORP Healthcare 5,888.0 $423K 0.07% $71.82 +36.9%
83 NKE NIKE INC Consumer Cyclical 7,976.0 $421K 0.07% $52.82 -14.4%
84 DFIS DIMENSIONAL ETF TRUST 12,411.0 $418K 0.07% $33.67 +7.1%
85 UDR UDR INC Real Estate 12,368.0 $418K 0.07% $33.78 +11.2%
86 IWP ISHARES TR 3,205.0 $411K 0.07% $128.10 +10.8%
87 IJR ISHARES TR 3,217.0 $400K 0.07% +920.0 +40.0% $124.31 +15.2%
88 IVW ISHARES TR 3,509.0 $397K 0.07% -88.0 -2.5% $113.12 +22.0%
89 FNDX SCHWAB STRATEGIC TR 13,904.0 $387K 0.06% NEW $27.85 +11.5%
90 IJH ISHARES TR 5,617.0 $379K 0.06% +164.0 +3.0% $67.53 +12.2%
91 VCRB VANGUARD MALVERN FDS 4,878.0 $377K 0.06% +47.0 +1.0% $77.38 -0.3%
92 DHR DANAHER CORPORATION Healthcare 1,954.0 $370K 0.06% +66.0 +3.5% $189.37 -6.4%
93 META META PLATFORMS INC Communication Services 624.0 $357K 0.06% +7.0 +1.1% $572.13 +0.9%
94 AVGO BROADCOM INC Technology 1,112.0 $344K 0.06% $309.51 +32.9%
95 EEM ISHARES TR 5,991.0 $340K 0.06% -140.0 -2.3% $56.79 +24.6%
96 VOT VANGUARD INDEX FDS 1,316.0 $339K 0.06% $257.26 +19.0%
97 ISHARES TR 7,096.0 $328K 0.05% NEW $46.23
98 DFAI DIMENSIONAL ETF TRUST 8,100.0 $316K 0.05% NEW $38.96 +7.7%
99 SCHZ SCHWAB STRATEGIC TR 13,387.0 $311K 0.05% +93.0 +0.7% $23.22 -0.4%
100 RTX RTX CORPORATION Industrials 1,577.0 $304K 0.05% $192.90 -3.8%
Page 5 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%