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Partners in Financial Planning

Q1 2026 13F Holdings

  • Location
    salem, VA
  • Num holdings

    122

  • Value ($000)

    $602,944

  • Date Filed
    05/11/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$77.07M
13 %

1,046,572

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$60.27M
10 %

307,188

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$59.55M
10 %

136,346

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$59.42M
10 %

1,236,589

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$50.59M
8 %

789,474

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$37.43M
6 %

477,374

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$22.14M
4 %

101,889

V
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
922908595
$20.2M
3 %

66,835

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$16.53M
3 %

305,861

V
VSS

VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF
922042718
$15.41M
3 %

105,728

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