Partners In Financial Planning filed its 13F report for Q2 2026 on August 10, 2026. The portfolio totaled 659.52 M reflecting a +9.38% change from the prior quarter, spanning 131 assets. The top 10 holdings comprised 68.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 11 new positions and 2 complete exits.
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Partners In Financial Planning submitted their Form 13F-HR for the Q2 2026 period on 08/10/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Partners In Financial Planning reported a managed portfolio value of 659.52 M, consisting of 131 individual positions.
This page displays the raw filing documents. To see which stocks Partners In Financial Planning bought or sold during Q2 2026, please visit Partners In Financial Planning's Portfolio Analysis page.