Life Planning Partners, Inc reported 12 positions worth $4.49M for the quarter ended Sep 30, 2026, down 31.3% on the prior quarter. It opened 1 new position, added to 1, trimmed 5 and exited 3. Its largest holding is XPO, Inc. at 25% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PH Parker-Hannifin Corp | -1,072 | -100.0% | $1.05M | Exited |
| GOOG Alphabet Inc. | -2,341 | -100.0% | $827.15K | Exited |
| CAT Caterpillar Inc | -215 | -100.0% | $228.95K | Exited |
| ORCL Oracle Corp | -800 | -29.4% | $109.84K | 5.87% |
| PLTR Palantir Technologies Inc. | -109 | -5.1% | $20.39K | 8.47% |
| TSLA Tesla, Inc. | -56 | -8.5% | $19.87K | 4.75% |
| AAPL Apple Inc. | -52 | -6.1% | $17.32K | 5.97% |
| MSFT Microsoft Corp | -19 | -2.5% | $9.74K | 8.44% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CVX Chevron Corp | +1,057 | $215.87K | 4.8% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | XPO XPO, Inc. | Industrials | 6,385 | $1.12M | 25% | 0 | 0.0% | Unchanged | 0.01% |
| 2 | ABBV AbbVie Inc. | Healthcare | 1,603 | $419.33K | 9.33% | 0 | 0.0% | Unchanged | 0% |
| 3 | BAC Bank Of America Corp | Financial Services | 7,523 | $409.48K | 9.11% | +3 | +0.0% | Added | 0% |
| 4 | PLTR Palantir Technologies Inc. | Technology | 2,034 | $380.46K | 8.47% | -109 | -5.1% | Reduced | 0% |
| 5 | MSFT Microsoft Corp | Technology | 740 | $379.49K | 8.44% | -19 | -2.5% | Reduced | 0% |
| 6 | AMD Advanced Micro Devices Inc | Technology | 485 | $296.70K | 6.6% | 0 | 0.0% | Unchanged | 0% |
| 7 | GXO GXO Logistics, Inc. | Industrials | 6,055 | $269.15K | 5.99% | 0 | 0.0% | Unchanged | 0.01% |
| 8 | AAPL Apple Inc. | Technology | 806 | $268.46K | 5.97% | -52 | -6.1% | Reduced | 0% |
| 9 | ORCL Oracle Corp | Technology | 1,920 | $263.62K | 5.87% | -800 | -29.4% | Reduced | 0% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 769 | $254.41K | 5.66% | 0 | 0.0% | Unchanged | 0% |
| 11 | CVX Chevron Corp | Energy | 1,057 | $215.87K | 4.8% | +1,057 | – | New | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 602 | $213.64K | 4.75% | -56 | -8.5% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Life Planning Partners.
As of its Q3 2026 13F filing, Life Planning Partners, Inc’s five largest positions were XPO, Inc. (XPO) at 25.0%, AbbVie Inc. (ABBV) at 9.3%, Bank Of America Corp (BAC) at 9.1%, Palantir Technologies Inc. (PLTR) at 8.5%, Microsoft Corp (MSFT) at 8.4% of the reported portfolio.
Life Planning Partners, Inc reported a 13F portfolio worth $4.49M across 12 positions for Q3 2026. That is down 31.3% from the previous quarter.
Its largest purchases by value were Chevron Corp ($215.87K), Bank Of America Corp ($163.29). It opened 1 new positions.
Its largest sales by value were Parker-Hannifin Corp ($1.05M), Alphabet Inc. ($827.15K), Caterpillar Inc ($228.95K). It exited 3 positions entirely.
From the Form 13F-HR reports Life Planning Partners, Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.