Life Planning Partners, Inc
- SEC CIK
- 0001910934
- Latest filing
- Jul 21, 2026
The latest 13F from Life Planning Partners, Inc covers Q2 2026 (filed Jul 21, 2026): 71 long positions worth $134.5M. The top 10 holdings make up 57.9% of the portfolio, and the largest is iShares Tr at 19.7%. Livermore has 16 filings on Form 13F from this institution, going back to Q4 2021.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 6
- Est. +$2.79M
- Added
- 10
- Est. +$532.0K
- Reduced
- 38
- Est. −$10.5M
- Sold out
- 3
- Est. −$837.5K
Top 5 holdings
Share of this quarter's portfolio value
- iShares Tr46428715019.7%$26.6M
- iShares Core MSCI Eafe ETF46432F8427.9%$10.6M
- Vanguard Morningstar Total Stock Market ETF9229087696.3%$8.53M
- iShares Core MSCI Emerging Markets ETF46434G1034.6%$6.14M
- Vanguard Ftse Developed Markets ETF9219438584.3%$5.77M
Share of portfolio
Top 5 holdings and the other 66 positions, by share of portfolio value
- iShares Tr19.7%
- iShares Core MSCI Eafe ETF7.9%
- Vanguard Morningstar Total Stock Market ETF6.3%
- iShares Core MSCI Emerging Markets ETF4.6%
- Vanguard Ftse Developed Markets ETF4.3%
- Other 66 positions57.2%
Biggest buys
New and added positions, by estimated amount bought
Largest weight increases
New and added positions, by percentage points of the portfolio gained
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- iShares Tr464287150−$2.43MReduced
- TSLATesla, Inc.
- iShares Core MSCI Eafe ETF46432F842−$886.3KReduced
- American Centy ETF Tr025072703−$625.7KReduced
- iShares Core MSCI Emerging Markets ETF46434G103−$602.8KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- TSLATesla, Inc.
- iShares Tr464288158−0.44 pp4.4% → 4.0%
- American Centy ETF Tr025072703−0.43 pp1.4% → 1.0%
- iShares Tr46434V613−0.41 pp2.9% → 2.5%
- iShares Core MSCI Eafe ETF46432F842−0.34 pp8.2% → 7.9%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $134.5M
- +$3.53M (+2.7%) vs. prior quarter
- Positions
- 71
- +3 vs. prior quarter
- Top 10 concentration
- 57.9%
- Top 10 as share of value
- Turnover
- 2.5%
- Q2 2026, one quarter
- Average holding period
- 10.3 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.
13F filings by quarter
15 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $136.9M (Q3 2025)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 21, 2026 | 71 | $134.5M | iShares TriShares Core MSCI Eafe ETFVanguard Morningstar Total Stock Market ETF | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 29, 2026 | 68 | $131.0M | iShares TriShares Core MSCI Eafe ETFVanguard Morningstar Total Stock Market ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 16, 2026 | 66 | $130.6M | iShares TriShares Core MSCI Eafe ETFVanguard Morningstar Total Stock Market ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 24, 2025 | 70 | $136.9M | iShares TriShares Core MSCI Eafe ETFVanguard Morningstar Total Stock Market ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 21, 2025 | 65 | $125.6M | iShares TriShares Core MSCI Eafe ETFVanguard Morningstar Total Stock Market ETF | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 17, 2025 | 61 | $110.4M | iShares TriShares Core MSCI Eafe ETFVanguard Morningstar Total Stock Market ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 12, 2025Amended | 59 | $108.1M | iShares TriShares Core MSCI Eafe ETFVanguard Morningstar Total Stock Market ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 29, 2024 | 60 | $112.0M | iShares TriShares Core MSCI Eafe ETFVanguard Morningstar Total Stock Market ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 31, 2024 | 62 | $110.2M | iShares TriShares Core MSCI Eafe ETFVanguard Morningstar Total Stock Market ETF | vs. Q1 2024 | SEC |
| Q1 2024 | May 2, 2024 | 61 | $100.4M | iShares TriShares Core MSCI Eafe ETFVanguard Morningstar Total Stock Market ETF | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 19, 2024 | 263 | $101.6M | iShares TriShares Core MSCI Eafe ETFiShares Tr | – | SEC |
| Q3 2022 | Oct 13, 2022 | 186 | $87.3M | iShares TriShares TriShares Core MSCI Eafe ETF | vs. Q2 2022 | SEC |
| Q2 2022 | Jul 20, 2022 | 187 | $88.9M | iShares TriShares Core MSCI Eafe ETFiShares Tr | vs. Q1 2022 | SEC |
| Q1 2022 | Apr 25, 2022 | 184 | $98.2M | iShares TriShares Core MSCI Eafe ETFiShares Tr | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 11, 2022 | 172 | $99.3M | iShares TriShares Core MSCI Eafe ETFiShares Tr | – | SEC |