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 101–115 of 115
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| AOA | ISHARES TR | 3K | $100K–$500K | SH |
| CARE | CARTER BANKSHARES INC | 13K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 4K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 4K | $100K–$500K | SH |
| IWV | ISHARES TR | 611 | $100K–$500K | SH |
| IEMG | ISHARES INC | 3K | $100K–$500K | SH |
| IWN | ISHARES TR | 1K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 280 | $100K–$500K | SH |
| AUB | ATLANTIC UN BANKSHARES CORP | 6K | $100K–$500K | SH |
| PFE | PFIZER INC | 9K | $100K–$500K | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| SO | SOUTHERN CO | 2K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 2K | $100K–$500K | SH |