Holdings of Partners in Financial Planning
119 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 69.7 % of the equity sleeve
Sector breakdown
- Funds 1.6 %
- Industrials 1.2 %
- Consumer discretionary 0.6 %
- Health care 0.6 %
- Technology 0.6 %
- Consumer staples 0.4 %
- Energy 0.4 %
- Financials 0.3 %
- Communication 0.3 %
- Materials 0.2 %
- Unattributed 93.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 119 | 601M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | iShares Trust | 1,361 | 287.4K $ | |
| 102 | Abbott Laboratories | 2,799 | 287.3K $ | |
| 103 | AbbVie Inc | 1,317 | 286.4K $ | |
| 104 | Capital One Financial Corp | 1,545 | 281.9K $ | |
| 105 | iShares Silver Trust | 4,025 | 274.3K $ | |
| 106 | iShares Core MSCI Emerging Markets ETF | 3,924 | 273.7K $ | |
| 107 | iShares Core 80/20 Aggressive | 2,919 | 258.3K $ | |
| 108 | Pfizer Inc | 8,604 | 241.6K $ | |
| 109 | iShares Russell 2000 Value ETF | 1,261 | 239.1K $ | |
| 110 | Southern Co/The | 2,386 | 230.3K $ | |
| 111 | iShares Russell 3000 ETF | 611 | 226.5K $ | |
| 112 | Altria Group, Inc. | 3,400 | 224.4K $ | |
| 113 | Atlantic Union Bankshares Corp | 6,250 | 223.4K $ | |
| 114 | Mondelez International Inc | 3,707 | 213.7K $ | |
| 115 | Vanguard Scottsdale Funds | 3,543 | 211K $ | |
| 116 | Vanguard FTSE Europe ETF | 2,525 | 208.1K $ | |
| 117 | United Rentals Inc | 280 | 204K $ | |
| 118 | PepsiCo Inc | 1,309 | 203.2K $ | |
| 119 | Dimensional ETF Trust | 8,517 | 201.4K $ |