Life Planning Partners, Inc

RIA/Wealth

Life Planning Partners, Inc is a RIA/Wealth based in Jacksonville, FL led by Carolyn Sue Mcclanahan, reporting $312.0M in AUM as of Q3 2025 with 95% ETF concentration, 59% concentrated in top 10 holdings, and 20% allocation to ITOT.

PresidentCarolyn Sue Mcclanahan

Portfolio Value: $134.3M
Positions: 69
Top Holding: ITOT at 20.1%
Last Reported: Q3 2025

Address6550 St. Augustine Road, Suite 302, Jacksonville, FL, 32217-2847, United States

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Life Planning Partners, Inc's latest filing

See all changes

GthenC

Market Value

$134.3M

Prior: $122.8M

Q/Q Change

+9.3%

+$11.4M

Net Flows % of MV

+2.32%

Turnover Ratio

2.44%

New Purchases

2 stocks

$1.5M

Added To

24 stocks

+$2.9M

Sold Out Of

1 stocks

$425.7K

Reduced Holdings

18 stocks

-$812.4K

Increased Positions

Position	Shares Δ	Change
1 Avantis Core Fixed Income AVIG	New	0 → 30.4K +$1.3M
2 iShares Russell 1000 IWB	New	0 → 574.0 +$209.8K
3 Global X 1-3 Month T-Bill CLIP	+80.92%	16.7K → 30.2K +$1.4M
4 DFNM Dimensional National Municipal Bond DFNM	+28.62%	7.9K → 10.1K +$108.1K
5 Vanguard Ultra-Short Bond VUSB	+21.52%	14.0K → 17.0K +$150.3K

Decreased Positions

Position	Shares Δ	Change
1 iShares J.P. Morgan USD Emerging Markets Bond EMB	Sold	4.6K → 0 −$425.7K
2 Vanguard Real Estate VNQ	-11.92%	3.7K → 3.2K −$39.9K
3 Parker-Hannifin PH	-10.08%	1.8K → 1.6K −$135.0K
4 International Business Machines IBM	-8.59%	815.0 → 745.0 −$19.8K
5 iShares Core MSCI Total International Stock IXUS	-5.6%	16.7K → 15.8K −$77.1K