Partners in Financial Planning Portfolio Holdings
Q3 2025•114 long positions•$578.2M portfolio value
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Holding115 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $71.8M 12.42% | +$4.9M Bought | — 965.6K shares | 900.0K → 965.6K +$4.9M | +7.29% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $66.6M 11.52% | -$1.5M Sold | — 138.9K shares | 142.1K → 138.9K −$1.5M | -2.25% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $56.2M 9.72% | +$172.7K Bought | — 301.5K shares | 300.6K → 301.5K +$172.7K | +0.31% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $53.2M 9.21% | +$2.8M Bought | — 1.1M shares | 1.0M → 1.1M +$2.8M | +5.48% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $46.4M 8.03% | -$211.4K Sold | — 775.1K shares | 778.6K → 775.1K −$211.4K | -0.45% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $36.1M 6.24% | +$655.0K Bought | — 457.2K shares | 448.9K → 457.2K +$655.0K | +1.85% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $20.9M 3.62% | -$74.5K Sold | — 100.2K shares | 100.6K → 100.2K −$74.5K | -0.35% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $19.7M 3.41% | -$68.5K Sold | — 66.3K shares | 66.6K → 66.3K −$68.5K | -0.35% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $16.5M 2.85% | -$77.6K Sold | — 304.5K shares | 305.9K → 304.5K −$77.6K | -0.47% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $15.1M 2.61% | -$159.8K Sold | — 105.9K shares | 107.1K → 105.9K −$159.8K | -1.05% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $14.2M 2.46% | +$188.1K Bought | — 155.4K shares | 153.3K → 155.4K +$188.1K | +1.34% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $12.3M 2.12% | -$12.3K Sold | — 286.5K shares | 286.8K → 286.5K −$12.3K | -0.1% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $11.7M 2.02% | -$165.4K Sold | — 35.7K shares | 36.2K → 35.7K −$165.4K | -1.39% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $11.3M 1.95% | -$657.4K Sold | — 225.1K shares | 238.2K → 225.1K −$657.4K | -5.51% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $10.5M 1.81% | +$694.5K Bought | — 98.0K shares | 91.5K → 98.0K +$694.5K | +7.11% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $7.5M 1.29% | +$721.8K Bought | — 88.9K shares | 80.4K → 88.9K +$721.8K | +10.68% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $6.5M 1.12% | -$3.7K Sold | — 10.6K shares | 10.6K → 10.6K −$3.7K | -0.06% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $5.4M 0.93% | +$635.4K Bought | — 50.5K shares | 44.5K → 50.5K +$635.4K | +13.4% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.5M 0.773% | -$48.5K Sold | — 42.8K shares | 43.2K → 42.8K −$48.5K | -1.07% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $4.3M 0.748% | +$16.7K Bought | — 78.2K shares | 77.8K → 78.2K +$16.7K | +0.39% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $4.1M 0.717% | -$57.3K Sold | — 14.1K shares | 14.3K → 14.1K −$57.3K | -1.36% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $3.9M 0.676% | -$3.3K Sold | — 51.0K shares | 51.0K → 51.0K −$3.3K | -0.08% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $3.4M 0.58% | -$28.9K Sold | — 16.0K shares | 16.2K → 16.0K −$28.9K | -0.85% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $3.2M 0.556% | -$30.8K Sold | — 68.7K shares | 69.4K → 68.7K −$30.8K | -0.95% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $3.0M 0.517% | +$39.9K Bought | — 58.3K shares | 57.6K → 58.3K +$39.9K | +1.35% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $2.9M 0.497% | -$14.7K Sold | — 19.9K shares | 20.0K → 19.9K −$14.7K | -0.51% | — — | Q2 2021 Held for 4y 5m | |
Railroads Industrials | $2.8M 0.487% | +$165.2K Bought | 0.004% 9.4K shares | 8.8K → 9.4K +$165.2K | +6.23% | $67.4B Large Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $2.8M 0.479% | +$10.0K Bought | — 31.2K shares | 31.1K → 31.2K +$10.0K | +0.36% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $2.7M 0.473% | +$4.0K Bought | — 8.9K shares | 8.9K → 8.9K +$4.0K | +0.15% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $2.6M 0.454% | +$42.2K Bought | — 101.6K shares | 100.0K → 101.6K +$42.2K | +1.63% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.1M 0.355% | -$15.6K Sold | — 28.8K shares | 29.0K → 28.8K −$15.6K | -0.75% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.8M 0.311% | +$468.4 Bought | — 3.8K shares | 3.8K → 3.8K +$468.4 | +0.03% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.7M 0.302% | +$2.4K Bought | — 18.5K shares | 18.5K → 18.5K +$2.4K | +0.14% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.7M 0.3% | -$32.8K Sold | — 6.8K shares | 6.9K → 6.8K −$32.8K | -1.86% | — — | Q2 2021 Held for 4y 5m | |
Consumer Electronics Technology | $1.7M 0.287% | — | 0.0% 6.5K shares | — | — | $3.78T Mega Cap | Q2 2021 Held for 4y 5m | |
Oil & Gas Integrated Energy | $1.5M 0.257% | +$64.4K Bought | 0.0% 13.2K shares | 12.6K → 13.2K +$64.4K | +4.52% | $480.68B Mega Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.4M 0.244% | +$7.9K Bought | — 48.1K shares | 47.9K → 48.1K +$7.9K | +0.56% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.4M 0.244% | +$6.8K Bought | — 18.0K shares | 17.9K → 18.0K +$6.8K | +0.48% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.4M 0.241% | -$20.5K Sold | — 29.1K shares | 29.6K → 29.1K −$20.5K | -1.45% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.4M 0.236% | -$45.8K Sold | — 18.5K shares | 19.2K → 18.5K −$45.8K | -3.26% | — — | Q2 2021 Held for 4y 5m | |
Auto - Manufacturers Consumer Cyclical | $1.4M 0.235% | — | 0.0% 3.1K shares | — | — | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.3M 0.23% | — | 0.0% 2.6K shares | — | — | $3.85T Mega Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.3M 0.229% | -$17.5K Sold | — 19.2K shares | 19.4K → 19.2K −$17.5K | -1.31% | — — | Q2 2021 Held for 4y 5m | |
Specialty Retail Consumer Cyclical | $1.3M 0.224% | -$51.6K Sold | 0.0% 5.9K shares | 6.1K → 5.9K −$51.6K | -3.83% | $2.34T Mega Cap | Q2 2021 Held for 4y 5m | |
Oil & Gas Integrated Energy | $1.2M 0.205% | +$855.3K Bought | 0.0% 7.6K shares | 2.1K → 7.6K +$855.3K | +259.2% | $312.88B Mega Cap | Q3 2023 Held for 2y 2m | |
Industrial - Distribution Industrials | $1.1M 0.192% | — | 0.002% 5.0K shares | — | — | $45.1B Large Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.1M 0.192% | +$2.9K Bought | — 19.1K shares | 19.0K → 19.1K +$2.9K | +0.26% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.1M 0.187% | +$51.4K Bought | — 11.6K shares | 11.1K → 11.6K +$51.4K | +4.97% | — — | Q2 2021 Held for 4y 5m | |
Steel Basic Materials | $971.8K 0.168% | -$24.1K Sold | 0.005% 7.0K shares | 7.1K → 7.0K −$24.1K | -2.42% | $20.5B Large Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $948.0K 0.164% | — | — 1.4K shares | — | — | — — | Q2 2021 Held for 4y 5m |
