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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 6 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NKE NIKE INC CL B Consumer Cyclical 7,976.0 $327K 0.05% $41.05 -0.7%
102 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 3,948.0 $327K 0.05% +24.0 +0.6% $82.85 -1.5%
103 UNP UNION PAC CORP COM Industrials 1,200.0 $326K 0.05% $272.00 +13.3%
104 URI UNITED RENTALS INC COM Industrials 280.0 $317K 0.05% $1132.89 -3.0%
105 SCHZ SCHWAB US AGGREGATE BOND ETF 13,625.0 $315K 0.05% +238.0 +1.8% $23.13 -1.6%
106 COF CAPITAL ONE FINL CORP COM Financial Services 1,545.0 $310K 0.05% $200.62 +8.6%
107 IVE ISHARES S&P 500 VALUE ETF 1,363.0 $309K 0.05% $227.06 +4.5%
108 WMB WILLIAMS COS INC COM Energy 4,045.0 $301K 0.05% $74.34 -5.2%
109 RTX RTX CORPORATION COM Industrials 1,577.0 $299K 0.04% $189.73 +10.6%
110 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 2,934.0 $286K 0.04% +15.0 +0.5% $97.61 +1.4%
111 IWN ISHARES RUSSELL 2000 VALUE ETF 1,262.0 $279K 0.04% $221.18 +1.6%
112 CAT CATERPILLAR INC COM Industrials 254.0 $270K 0.04% NEW $1064.90 -22.3%
113 AUB ATLANTIC UN BANKSHARES CORP COM Financial Services 6,262.0 $265K 0.04% $42.31 -2.7%
114 IWV ISHARES RUSSELL 3000 ETF 611.0 $261K 0.04% $426.40 +2.4%
115 ABT ABBOTT LABORATORIES COM Healthcare 2,799.0 $254K 0.04% $90.73 +28.6%
116 SDY STATE STREET SPDR S&P DIVIDEND ETF 1,632.0 $248K 0.04% NEW $152.20 +4.1%
117 MO ALTRIA GROUP INC COM Consumer Defensive 3,400.0 $245K 0.04% $71.95 -8.1%
118 SPHQ INVESCO S&P 500 QUALITY ETF 2,588.0 $233K 0.04% NEW $90.10 -4.6%
119 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 796.0 $231K 0.04% NEW $290.62 -1.7%
120 SO SOUTHERN CO COM Utilities 2,386.0 $228K 0.04% $95.71 -7.1%
Page 6 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%