Life Planning Partners, Inc reported 71 holdings worth US$135M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Life Planning Partners, Inc reported 71 holdings worth US$135M as of Jun 30, 2026. Largest: Xpo, Inc., Parker-hannifin Corporation and Alphabet Inc (google) Class C. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 71
- Value as reported
- US$135M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Xpo, Inc. | 6,385 | US$1.31M | 0.97% |
| Parker-hannifin Corporation | 1,072 | US$1.05M | 0.78% |
| Alphabet Inc (google) Class C | 2,315 | US$827K | 0.61% |
| Bank Of America Corporation | 7,520 | US$429K | 0.32% |
| Abbvie Inc. | 1,603 | US$403K | 0.30% |
| Oracle Corporation | 2,720 | US$399K | 0.30% |
| Gxo Logistics, Inc. | 6,055 | US$307K | 0.23% |
| Microsoft Corp. | 759 | US$283K | 0.21% |
| Advanced Micro Devices Inc | 485 | US$282K | 0.21% |
| Tesla, Inc. | 658 | US$277K | 0.21% |
| Jp Morgan Chase & Co. | 769 | US$252K | 0.19% |
| Palantir Technologies Inc. | 2,143 | US$250K | 0.19% |
| Apple Inc | 858 | US$248K | 0.18% |
| Caterpillar, Inc. | 215 | US$229K | 0.17% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |