Partners in Financial Planning - Portfolio overview

Partners in Financial Planning has 124 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Energy.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD BD INDEX FDS, 12.77%
2. VTV - VANGUARD INDEX FDS, 9.99%
3. VUG - VANGUARD INDEX FDS, 9.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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