CIK 2054264
Partners in Financial Planning
Institutional 13F holdings & portfolio
Holdings
115
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
9
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 115
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 1K | $500K+ | SH |
| IWD | ISHARES TR | 4K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 21K | $500K+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 25K | $500K+ | SH |
| IEFA | ISHARES TR | 9K | $500K+ | SH |
| GE | GE AEROSPACE | 3K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 15K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| NKSH | NATIONAL BANKSHARES INC VA COM | 21K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 922 | $500K+ | SH |
| TPL | TEXAS PACIFIC LAND CORPORATION | 2K | $500K+ | SH |
| GEV | GE VERNOVA INC | 930 | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| CSX | CSX CORP | 16K | $500K+ | SH |
| AGG | ISHARES TR | 6K | $500K+ | SH |
| LOW | LOWES COS INC | 2K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 7K | $500K+ | SH |
| NKE | NIKE INC | 8K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $100K–$500K | SH |
| DFAE | DIMENSIONAL ETF TRUST | 15K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 6K | $100K–$500K | SH |
| UDR | UDR INC | 12K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 2K | $100K–$500K | SH |
| IVW | ISHARES TR | 4K | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2K | $100K–$500K | SH |
| IWP | ISHARES TR | 3K | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 2K | $100K–$500K | SH |
| DFSV | DIMENSIONAL ETF TRUST | 13K | $100K–$500K | SH |
| IWS | ISHARES TR | 3K | $100K–$500K | SH |
| DFIS | DIMENSIONAL ETF TRUST | 12K | $100K–$500K | SH |
| META | META PLATFORMS INC | 617 | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| VCRB | VANGUARD MALVERN FDS | 5K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| EEM | ISHARES TR | 6K | $100K–$500K | SH |
| GLW | CORNING INC | 4K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |