Managers / Q3 2025 · view latest →
Partners in Financial Planning
CIK 0002054264 · 421 SOUTH COLLEGE AVENUE, SALEM, VA, 24153 · 5404442930
Reported Value
$578M
Q3 2025
Positions
115
Filings on Record
20
2019–present window
Filed
Nov 10, 2025
original filing
Summary
Partners In Financial Planning reported $578M in U.S.-listed holdings across 115 positions for Q3 2025.
Its largest position, Vanguard Bd Index Fds, represents 12.4% of the portfolio.
Compared with Q2 2025, the fund opened 9 new positions and exited 1.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 94.7% · $548M
- Common Stock · 5.2% · $30M
- REIT · 0.1% · $460,832
- Other · 0.1% · $377,696
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $603M | 122 | May 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $591M | 115 | Feb 2, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $578M | 115 | Nov 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $542M | 107 | Aug 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $320M | 92 | May 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $380M | 93 | Feb 26, 2025 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.