• 13F History

Life Planning Partners, Inc

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$110M
Signature - Title
Brett Lozowski - Chief Compliance Officer
Location
Jacksonville, FL
Summary
This page shows a list of all the recent 13F filings made by Life Planning Partners, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Life Planning Partners, Inc reported 61 stock holdings with total value $110M as of Q1 2025. Top holdings included ITOT, IEFA, VTI, SUB, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 61 $110M +$3.98M -$902K +$3.08M ITOT, IEFA, VTI, SUB, VEA 13F-HR 4/17/2025, 10:03 AM
Q4 2024 59 $108M +$1.04M -$2.17M -$1.13M ITOT, IEFA, VTI, SUB, IUSB Restatement 2/12/2025, 01:20 PM
Q3 2024 60 $112M +$2.94M -$7.73M -$4.79M ITOT, IEFA, VTI, SUB, VEA 13F-HR 10/29/2024, 01:26 PM
Q2 2024 62 $110M +$12.7M -$3.29M +$9.39M ITOT, IEFA, VTI, SUB, VEA 13F-HR 7/30/2024, 05:34 PM
Q1 2024 61 $100M +$4.79M -$9.92M -$5.13M ITOT, IEFA, VTI, SUB, IUSB 13F-HR 5/1/2024, 07:09 PM
Q4 2023 263 $102M ITOT, IEFA, SUB, VTI, IUSB 13F-HR 1/19/2024, 12:02 PM
Q3 2022 186 $87.3M +$6.13M -$1.25M +$4.88M ITOT, SUB, IEFA, VTI, IUSB 13F-HR 10/13/2022, 04:16 PM
Q2 2022 155 $51.6M +$3.09M -$563K +$2.53M IUSB, VTEB, VTI, VEA, VCIT 13F-HR 7/20/2022, 12:35 PM
Q1 2022 158 $57M +$3.55M -$676K +$2.87M IUSB, VTEB, VTI, SPDW, VCIT 13F-HR 4/25/2022, 12:33 PM
Q4 2021 146 $51.9M VTEB, VTI, SPDW, VCIT, MUB 13F-HR 2/11/2022, 02:19 PM