Partners In Financial Planning - Q12026 Holdings

Partners In Financial Planning holds 122 stocks with a total portfolio value of $ 602.94M as of Q12026. In Q12026, Partners In Financial Planning added 8 new positions, increased stakes in 61 stocks, reduced 22 holdings, and fully exited 1 position. The largest holding is Vanguard Bd Index Fds (BND), representing 12.78% of the total portfolio.