Partners In Financial Planning filed its 13F report for Q1 2026 on May 11, 2026. The portfolio totaled 602.94 M reflecting a +2.09% change from the prior quarter, spanning 122 assets. The top 10 holdings comprised 69.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 1 complete exits.
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Partners In Financial Planning submitted their Form 13F-HR for the Q1 2026 period on 05/11/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Partners In Financial Planning reported a managed portfolio value of 602.94 M, consisting of 122 individual positions.
This page displays the raw filing documents. To see which stocks Partners In Financial Planning bought or sold during Q1 2026, please visit Partners In Financial Planning's Portfolio Analysis page.