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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 6 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IJR ISHARES TR 2,297.0 $276K 0.05% NEW $120.20 +19.1%
102 AOA ISHARES TR 2,919.0 $261K 0.04% NEW $89.56 +9.7%
103 CARE CARTER BANKSHARES INC Financial Services 12,862.0 $253K 0.04% NEW $19.66 +57.5%
104 WMB WILLIAMS COS INC Energy 4,045.0 $243K 0.04% NEW $60.11 +21.6%
105 SLV ISHARES SILVER TR Financial Services 3,738.0 $241K 0.04% NEW $64.42 -7.6%
106 IWV ISHARES TR 611.0 $236K 0.04% NEW $386.85 +9.8%
107 IEMG ISHARES INC 3,479.0 $234K 0.04% NEW $67.23 +27.4%
108 IWN ISHARES TR 1,261.0 $228K 0.04% NEW $181.15 +19.7%
109 URI UNITED RENTALS INC Industrials 280.0 $227K 0.04% NEW $809.32 +33.1%
110 AUB ATLANTIC UN BANKSHARES CORP Financial Services 6,238.0 $220K 0.04% NEW $35.30 +10.9%
111 PFE PFIZER INC Healthcare 8,604.0 $214K 0.04% NEW $24.90 +1.2%
112 VGIT VANGUARD SCOTTSDALE FDS 3,525.0 $211K 0.04% NEW $59.93 -1.8%
113 VGK VANGUARD INTL EQUITY INDEX F 2,525.0 $211K 0.04% NEW $83.61 +5.6%
114 SO SOUTHERN CO Utilities 2,386.0 $208K 0.04% NEW $87.20 +6.8%
115 ESGV VANGUARD WORLD FD 1,655.0 $200K 0.03% NEW $120.96 +9.4%
Page 6 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%