Partners in Financial Planning
RIA/Wealth
Partners in Financial Planning is a RIA/Wealth based in Salem, VA led by Richard Keith Bryan, reporting $779.8M in AUM as of Q3 2025 with 95% ETF concentration, 70% concentrated in top 10 holdings, and minimal technology exposure.
CIORichard Keith Bryan
- Portfolio Value
- $578.2M
- Positions
- 114
- Top Holding
- BND at 12.42%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Partners in Financial Planning's portfolio (69.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $71.8M | 12.42% | +$4.9M Bought | — 965.6K shares | |
ETF ETF | $66.6M | 11.52% | -$1.5M Sold | — 138.9K shares | |
ETF ETF | $56.2M | 9.72% | +$172.7K Bought | — 301.5K shares | |
ETF ETF | $53.2M | 9.21% | +$2.8M Bought | — 1.1M shares | |
ETF ETF | $46.4M | 8.03% | -$211.4K Sold | — 775.1K shares | |
ETF ETF | $36.1M | 6.24% | +$655.0K Bought | — 457.2K shares | |
ETF ETF | $20.9M | 3.62% | -$74.5K Sold | — 100.2K shares | |
ETF ETF | $19.7M | 3.41% | -$68.5K Sold | — 66.3K shares | |
ETF ETF | $16.5M | 2.85% | -$77.6K Sold | — 304.5K shares | |
ETF ETF | $15.1M | 2.61% | -$159.8K Sold | — 105.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Partners in Financial Planning's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+259.2% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-23.75% | |
-11.0% | |
-8.99% | |
-6.12% |
Analytics
Portfolio insights and performance metrics for Partners in Financial Planning
GthenA