Partners in Financial Planning
SEC Form 13F institutional filer · CIK 0002054264
13F-HR · 54 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
68.2%
Partners in Financial Planning — $79.7M AUM allocation strategy
Partners in Financial Planning files SEC Form 13F and reports $79.7M of long US equity value across 54 reported holdings for 2026-03-31.
Its largest sector bet is Financials 21.7%, followed by Energy 6.0% and Industrials 5.9%.
The top 10 holdings account for 68% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Partners in Financial Planning — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$79.7M
total across 54 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
68% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +14K sh · +$387K+$IVV +4.1K sh · +$272K+$TFC +2.26K sh · +$56.1K
Biggest trims (shares)
−$VTI −434 sh · −$653K−$AAPL −395 sh · −$219K−$STLD −338 sh · +$12.7K
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Financial Exchanges & Data20.7%—
- Integrated Oil & Gas4.7%—
- Rail Transportation3.4%—
- Technology Hardware, Storage & Peripherals1.9%—
- Steel1.5%—
- Broadline Retail1.5%—
- Building Products1.5%—
- Automobile Manufacturers1.5%—
- Other holdings63.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
5 of 5 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SPGI | S&P Global Inc | 323K | $16.5M | -111 | 20.7% |
| $NSC | Norfolk Southern Corporation | 9.38K | $2.69M | +0 | 3.4% |
| $XOM | ExxonMobil Holdings Corporation | 12.6K | $2.14M | +0 | 2.7% |
| $CVX | Chevron Corporation | 7.63K | $1.58M | +0 | 2.0% |
| $AAPL | Apple Inc | 6.15K | $1.56M | -395 | 2.0% |
…and 49 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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