Holdings
Life Planning Partners, Inc
As of Jun 30, 2026, Life Planning Partners, Inc reported 14 positions worth US$6.54M. Largest: Xpo, Inc., Parker-hannifin Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Xpo, Inc. | 6,385 | US$1.31M | no change | Jun 30, 2026 |
| Parker-hannifin Corporation | 1,072 | US$1.05M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,315 | US$827K | new | Jun 30, 2026 |
| Bank Of America Corporation | 7,520 | US$429K | −317 | Jun 30, 2026 |
| Abbvie Inc. | 1,603 | US$403K | no change | Jun 30, 2026 |
| Oracle Corporation | 2,720 | US$399K | new | Jun 30, 2026 |
| Gxo Logistics, Inc. | 6,055 | US$307K | no change | Jun 30, 2026 |
| Microsoft Corp. | 759 | US$283K | +20 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 485 | US$282K | new | Jun 30, 2026 |
| Tesla, Inc. | 658 | US$277K | −2,144 | Jun 30, 2026 |