13F Filings History of Life Planning Partners, Inc

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$130,553,028
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 66 stock holdings with total value $130,553,028 as of Q4 2025. Top holdings included ITOT, IEFA, VTI, SUB, and IEMG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 66 $130,553,028 +$2,223,692 -$10,977,211 -$8,753,519 ITOT, IEFA, VTI, SUB, IEMG 13F-HR 16 Jan 2026, 14:34
Q3 2025 70 $136,927,660 +$5,304,425 -$1,432,091 +$3,872,334 ITOT, IEFA, VTI, SUB, IEMG 13F-HR 23 Oct 2025, 20:28
Q2 2025 65 $125,634,433 +$9,122,019 -$2,463,144 +$6,658,875 ITOT, IEFA, VTI, SUB, VEA 13F-HR 21 Jul 2025, 15:02
Q1 2025 61 $110,446,553 +$3,981,386 -$901,855 +$3,079,531 ITOT, IEFA, VTI, SUB, VEA 13F-HR 17 Apr 2025, 10:03
Q4 2024 59 $108,130,752 +$1,040,211 -$2,166,365 -$1,126,154 ITOT, IEFA, VTI, SUB, IUSB Restatement 12 Feb 2025, 13:20
Q3 2024 60 $111,991,931 +$2,941,904 -$7,726,983 -$4,785,079 ITOT, IEFA, VTI, SUB, VEA 13F-HR 29 Oct 2024, 13:26
Q2 2024 62 $110,169,653 +$12,671,728 -$3,286,706 +$9,385,022 ITOT, IEFA, VTI, SUB, VEA 13F-HR 30 Jul 2024, 17:34
Q1 2024 61 $100,409,916 +$4,789,295 -$9,916,245 -$5,126,950 ITOT, IEFA, VTI, SUB, IUSB 13F-HR 01 May 2024, 19:09
Q4 2023 263 $101,628,406 $0 $0 $0 ITOT, IEFA, SUB, VTI, IUSB 13F-HR 19 Jan 2024, 12:02
Q3 2022 186 $87,301,730 +$6,143,311 -$1,334,307 +$4,809,004 ITOT, SUB, IEFA, VTI, IUSB 13F-HR 13 Oct 2022, 16:16
Q2 2022 194 $88,898,000 +$3,802,097 -$1,045,483 +$2,756,614 ITOT, IEFA, SUB, IUSB, VTEB 13F-HR 20 Jul 2022, 12:35
Q1 2022 189 $97,994,000 +$5,265,379 -$808,594 +$4,456,785 ITOT, IEFA, SUB, IUSB, VTEB 13F-HR 25 Apr 2022, 12:33
Q4 2021 179 $99,129,000 $0 $0 $0 ITOT, IEFA, IUSB, SUB, VTEB 13F-HR 11 Feb 2022, 15:19