Life Planning Partners, Inc

Q2 2026 13F Holdings

Location
Jacksonville, FL
Holdings as of
6/30/2026
Value
$135M
Num holdings
71
Date filed
7/22/2026
Form type
13F-HR
Prev filing
4/28/2026
Next filing
10/28/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type