Partners in Financial Planning

Q3 2026 13F Holdings

Location
Salem, VA
Holdings as of
9/30/2026
Value
$649M
Num holdings
127
Date filed
11/6/2026
Form type
13F-HR
Prev filing
8/10/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type