Partners in Financial Planning

Partners in Financial Planning reported 122 holdings worth US$603M as of Mar 31, 2026 (Form 13F)

As of Mar 31, 2026 · Filed May 11, 2026

Partners in Financial Planning reported 122 holdings worth US$603M as of Mar 31, 2026. Filed May 11, 2026 (Form 13F).

Holdings
122
Value as reported
US$603M

Source

View original at SEC

Related

  • Partners in Financial Planning
  • Form 13F · Partners in Financial Planning · Aug 10, 2026