Partners in Financial Planning

Q3 2025 13F Holdings

  • Location
    salem, VA
  • Num holdings

    230

  • Value ($000)

    $1,156,959

  • Date Filed
    11/10/2025
  • Form type
    13F-HR
  • CIK
    0002054264
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$71.81M
12 %

965,626

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$71.81M
12 %

965,626

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$66.63M
12 %

138,916

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$66.63M
12 %

138,916

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$56.22M
10 %

301,476

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$56.22M
10 %

301,476

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$53.24M
9 %

1,076,345

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$53.24M
9 %

1,076,345

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$46.44M
8 %

775,066

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$46.44M
8 %

775,066

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