13F Filings History of Partners in Financial Planning

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$590,600,139
Signature - Title
Stephen C. Bain - Partner, CCO
Location
Salem, VA
Summary
This page shows a list of all the recent 13F filings made by Partners in Financial Planning. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Partners in Financial Planning reported 115 stock holdings with total value $590,600,139 as of Q4 2025. Top holdings included BND, VUG, VTV, BNDX, and VEA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 115 $590,600,139 +$11,462,456 -$4,674,226 +$6,788,230 BND, VUG, VTV, BNDX, VEA 13F-HR 02 Feb 2026, 11:49
Q3 2025 115 $578,479,372 +$14,537,197 -$4,276,332 +$10,260,865 BND, VUG, VTV, BNDX, VEA 13F-HR 10 Nov 2025, 09:44
Q2 2025 107 $542,290,064 +$20,030,814 -$6,195,654 +$13,835,160 BND, VUG, VTV, BNDX, VEA 13F-HR 04 Aug 2025, 15:02
Q1 2025 101 $497,624,175 +$14,882,617 -$3,169,871 +$11,712,746 BND, VUG, VTV, BNDX, VEA 13F-HR 30 Apr 2025, 09:44
Q4 2024 107 $490,247,213 +$11,331,145 -$5,391,469 +$5,939,676 BND, VUG, VTV, BNDX, VEA 13F-HR 12 Feb 2025, 13:53
Q3 2024 107 $495,689,535 +$13,332,788 -$4,358,574 +$8,974,214 BND, VUG, VTV, BNDX, VEA 13F-HR 26 Feb 2025, 10:30
Q2 2024 104 $460,118,385 +$13,185,517 -$2,510,946 +$10,674,571 VUG, BND, VTV, BNDX, VEA 13F-HR 26 Feb 2025, 10:45
Q1 2024 103 $449,345,886 +$10,214,984 -$4,014,289 +$6,200,695 VUG, BND, VTV, BNDX, VEA 13F-HR 26 Feb 2025, 10:52
Q4 2023 103 $426,039,199 +$10,847,091 -$5,979,000 +$4,868,091 BND, VUG, VTV, BNDX, VEA 13F-HR 26 Feb 2025, 10:56
Q3 2023 96 $388,503,431 +$12,141,700 -$1,507,624 +$10,634,076 BND, VUG, VTV, BNDX, VEA 13F-HR 04 Mar 2025, 17:10
Q2 2023 94 $392,708,438 +$6,606,759 -$4,896,643 +$1,710,116 BND, VUG, VTV, BNDX, VEA 13F-HR 26 Feb 2025, 11:02
Q1 2023 93 $379,977,704 +$6,142,199 -$1,979,260 +$4,162,939 BND, VTV, VUG, BNDX, VEA 13F-HR 26 Feb 2025, 11:05
Q4 2022 90 $361,302,460 +$25,068,241 -$7,373,845 +$17,694,396 BND, VTV, BNDX, VUG, VEA 13F-HR 05 May 2025, 09:59
Q3 2022 90 $349,398,938 +$44,199,809 -$2,675,032 +$41,524,777 BND, VTV, BNDX, VUG, VEA 13F-HR 05 May 2025, 10:08
Q2 2022 94 $313,663,370 +$16,592,089 -$1,556,460 +$15,035,629 BND, BNDX, VTV, VUG, VEA 13F-HR 05 May 2025, 10:13
Q1 2022 90 $317,810,739 +$7,487,741 -$2,059,655 +$5,428,086 BND, BNDX, VTV, VUG, VEA 13F-HR 05 May 2025, 10:22
Q4 2021 92 $326,822,108 +$14,971,415 -$2,647,631 +$12,323,784 BND, BNDX, VUG, VTV, VEA 13F-HR 05 May 2025, 10:29
Q3 2021 95 $320,431,867 +$6,472,389 -$5,258,143 +$1,214,246 BND, BNDX, VUG, VTV, VEA 13F-HR 05 May 2025, 10:35
Q2 2021 92 $319,541,615 $0 $0 $0 BND, BNDX, VUG, VTV, VEA 13F-HR 05 May 2025, 10:39