Partners in Financial Planning

CIK 0002054264 • 13 13F filings • Apr 30, 2025 – Aug 10, 2026

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Filer information

Filed by: Partners in Financial Planning, Partner, CCO
Address: 421 SOUTH COLLEGE AVENUE, SALEM, VA, 24153
Phone: 5404442930
AUM: $590.6M

AUM over time

$659.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2022

Q4 2021

Q3 2025

Q3 2022

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $590.6M115 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$351K	0.1%	2,799 SH	New
ABBVIE INC	COM	$301K	0.1%	1,317 SH	New
ALPHABET INC	CAP STK CL A	$724K	0.1%Prev: 0.1%	2,312 SH	Increased-128 SH
ALPHABET INC	CAP STK CL C	$826K	0.1%Prev: 0.1%	2,631 SH	Increased-69 SH
AMAZON COM INC	COM	$1.4M	0.2%Prev: 0.2%	5,911 SH	Increased-1,003 SH
APPLE INC	COM	$1.8M	0.3%Prev: 0.3%	6,541 SH	Increased-1,486 SH
ATLANTIC UN BANKSHARES CORP	COM	$220K	0.0%	6,238 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$841K	0.1%Prev: 0.1%	1,674 SH	Increased+617 SH
BROADCOM INC	COM	$385K	0.1%	1,111 SH	New
CAPITAL ONE FINL CORP	COM	$399K	0.1%	1,645 SH	New
CARDINAL HEALTH INC	COM	$444K	0.1%	2,163 SH	New
CARTER BANKSHARES INC	COM NEW	$253K	0.0%Prev: 0.1%	12,862 SH	Decreased-5,843 SH
CHEVRON CORP	COM	$1.2M	0.2%	7,633 SH	New
CORNING INC	COM	$318K	0.1%	3,631 SH	New
CSX CORP	COM	$573K	0.1%Prev: 0.1%	15,816 SH	Increased-1,236 SH
CVS HEALTH CORP	COM	$467K	0.1%Prev: 0.2%	5,888 SH	Decreased-126 SH
DANAHER CORPORATION	COM	$432K	0.1%Prev: 0.1%	1,888 SH	Decreased+13 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$480K	0.1%	14,750 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$436K	0.1%Prev: 0.1%	8,729 SH	Increased+827 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$409K	0.1%	12,403 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$826K	0.1%Prev: 0.2%	20,871 SH	Increased-4,847 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$413K	0.1%	12,558 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.1M	0.2%Prev: 0.2%	19,107 SH	Increased-736 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$814K	0.1%Prev: 0.2%	24,881 SH	Increased-4,588 SH
EDWARDS LIFESCIENCES CORP	COM	$988K	0.2%Prev: 0.2%	11,584 SH	Increased
EXXON MOBIL CORP	COM	$1.5M	0.3%Prev: 0.4%	12,623 SH	Increased+57 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$1.1M	0.2%Prev: 0.2%	5,033 SH	Increased-1,727 SH
GE AEROSPACE	COM NEW	$797K	0.1%Prev: 0.1%	2,586 SH	Increased-2,858 SH
GE VERNOVA INC	COM	$608K	0.1%	930 SH	New
ISHARES INC	CORE MSCI EMKT	$234K	0.0%	3,479 SH	New
ISHARES SILVER TR	ISHARES	$241K	0.0%	3,738 SH	New
ISHARES TR	CORE 80/20 AGGRE	$261K	0.0%	2,919 SH	New
ISHARES TR	CORE INTL AGGR	$3.0M	0.5%Prev: 0.6%	59,439 SH	Increased+17,575 SH
ISHARES TR	CORE MSCI EAFE	$810K	0.1%Prev: 0.1%	9,056 SH	Increased+1,822 SH
ISHARES TR	CORE S&P MCP ETF	$360K	0.1%	5,453 SH	New
ISHARES TR	CORE S&P SCP ETF	$276K	0.0%Prev: 0.1%	2,297 SH	Increased+11 SH
ISHARES TR	CORE S&P500 ETF	$970K	0.2%Prev: 0.1%	1,417 SH	Increased+212 SH
ISHARES TR	CORE US AGGBD ET	$570K	0.1%	5,708 SH	New
ISHARES TR	EAFE SML CP ETF	$3.9M	0.7%Prev: 0.8%	50,388 SH	Increased-273 SH
ISHARES TR	MSCI EAFE ETF	$1.1M	0.2%Prev: 0.2%	11,659 SH	Increased-149 SH
ISHARES TR	MSCI EMG MKT ETF	$335K	0.1%Prev: 0.1%	6,131 SH	Increased+91 SH
ISHARES TR	NATIONAL MUN ETF	$6.0M	1.0%Prev: 0.8%	55,813 SH	Increased+28,144 SH
ISHARES TR	RUS 1000 GRW ETF	$1.6M	0.3%Prev: 0.2%	3,312 SH	Increased-558 SH
ISHARES TR	RUS 1000 VAL ETF	$875K	0.1%Prev: 0.2%	4,160 SH	Increased+11 SH
ISHARES TR	RUS 2000 VAL ETF	$228K	0.0%	1,261 SH	New
ISHARES TR	RUS MD CP GR ETF	$439K	0.1%Prev: 0.1%	3,204 SH	Increased-203 SH
ISHARES TR	RUS MDCP VAL ETF	$411K	0.1%Prev: 0.1%	2,914 SH	Increased-324 SH
ISHARES TR	RUSSELL 3000 ETF	$236K	0.0%	611 SH	New
ISHARES TR	S&P 500 GRWT ETF	$443K	0.1%Prev: 0.1%	3,597 SH	Increased-2,753 SH
ISHARES TR	S&P 500 VAL ETF	$291K	0.0%Prev: 0.1%	1,373 SH	Increased-444 SH
ISHARES TR	SHRT NAT MUN ETF	$10.7M	1.8%Prev: 2.1%	100,240 SH	Increased+28,849 SH
ISHARES TR	U S EQUITY FACTR	$1.3M	0.2%Prev: 0.3%	19,180 SH	Increased-13,141 SH
JOHNSON & JOHNSON	COM	$536K	0.1%Prev: 0.1%	2,590 SH	Increased+274 SH
LOWES COS INC	COM	$567K	0.1%Prev: 0.1%	2,350 SH	Increased+82 SH
MCDONALDS CORP	COM	$493K	0.1%Prev: 0.1%	1,612 SH	Increased+490 SH
META PLATFORMS INC	CL A	$407K	0.1%	617 SH	New
MICROSOFT CORP	COM	$1.3M	0.2%Prev: 0.1%	2,593 SH	Increased+1,287 SH
NATIONAL BANKSHARES INC VA COM	COM	$719K	0.1%Prev: 0.1%	21,431 SH	Increased+8,299 SH
NIKE INC	CL B	$508K	0.1%Prev: 0.3%	7,976 SH	Decreased-2,411 SH
NORFOLK SOUTHN CORP	COM	$2.7M	0.5%Prev: 0.8%	9,376 SH	Decreased-2,310 SH
PFIZER INC	COM	$214K	0.0%Prev: 0.1%	8,604 SH	Decreased+1,593 SH
PHILIP MORRIS INTL INC	COM	$652K	0.1%Prev: 0.1%	4,066 SH	Increased+1,176 SH
PROCTER AND GAMBLE CO	COM	$579K	0.1%Prev: 0.1%	4,038 SH	Increased+1,601 SH
RTX CORPORATION	COM	$289K	0.0%	1,577 SH	New
SCHWAB STRATEGIC TR	US AGGREGATE B	$311K	0.1%	13,294 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$441K	0.1%	1,600 SH	New
SOUTHERN CO	COM	$208K	0.0%	2,386 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$12.9M	2.2%Prev: 2.0%	290,406 SH	Increased+53,194 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$3.2M	0.5%Prev: 0.6%	68,367 SH	Increased+5,997 SH
SPDR S&P 500 ETF TR	TR UNIT	$628K	0.1%Prev: 0.1%	922 SH	Increased+170 SH
SPDR SER TR	PORTFOLIO AGRGTE	$2.6M	0.4%Prev: 0.8%	102,333 SH	Decreased-6,274 SH
SPDR SER TR	PORTFOLIO SH TSR	$1.5M	0.3%Prev: 0.5%	50,653 SH	Decreased-9,837 SH
SPDR SER TR	PRTFLO S&P500 GW	$4.6M	0.8%Prev: 0.6%	42,929 SH	Increased+1,045 SH
SPDR SER TR	PRTFLO S&P500 VL	$4.0M	0.7%Prev: 0.7%	69,965 SH	Increased+7,750 SH
SPDR SER TR	S&P 600 SMCP GRW	$1.8M	0.3%Prev: 0.3%	18,671 SH	Increased+1,336 SH
SPDR SER TR	S&P 600 SMCP VAL	$2.9M	0.5%Prev: 0.5%	31,389 SH	Increased+5,249 SH
STEEL DYNAMICS INC	COM	$1.2M	0.2%Prev: 0.2%	6,970 SH	Increased-1,261 SH
TESLA INC	COM	$1.4M	0.2%	3,061 SH	New
TEXAS PACIFIC LAND CORPORATION	COM	$615K	0.1%Prev: 0.1%	2,142 SH	Increased+1,904 SH
TRUIST FINL CORP	COM	$729K	0.1%Prev: 0.3%	14,808 SH	Decreased-8,732 SH
UDR INC	COM	$454K	0.1%Prev: 0.2%	12,368 SH	Decreased-4,461 SH
UNION PAC CORP	COM	$278K	0.0%Prev: 0.1%	1,200 SH	Increased-100 SH
UNITED RENTALS INC	COM	$227K	0.0%	280 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$1.4M	0.2%Prev: 0.8%	18,101 SH	Decreased-22,538 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$36.7M	6.2%Prev: 5.9%	465,429 SH	Increased+182,156 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$72.9M	12.3%Prev: 11.2%	984,315 SH	Increased+421,515 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$56.2M	9.5%Prev: 10.0%	1,163,482 SH	Increased+404,952 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$3.3M	0.6%Prev: 0.7%	15,915 SH	Increased-2,588 SH
VANGUARD INDEX FDS	GROWTH ETF	$65.4M	11.1%Prev: 8.7%	134,018 SH	Increased-14,704 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.7M	0.5%Prev: 0.3%	8,673 SH	Increased+1,404 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$367K	0.1%Prev: 0.1%	1,313 SH	Increased-174 SH
VANGUARD INDEX FDS	MID CAP ETF	$4.1M	0.7%Prev: 0.9%	14,162 SH	Increased-1,361 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$13.8M	2.3%Prev: 3.2%	155,736 SH	Increased+15,707 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.6M	1.1%Prev: 1.3%	10,575 SH	Increased-2,661 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$21.5M	3.6%Prev: 3.8%	101,609 SH	Increased+15,286 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.7M	0.3%Prev: 0.3%	6,702 SH	Increased-45 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$20.0M	3.4%Prev: 3.3%	66,046 SH	Increased+6,552 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$11.9M	2.0%Prev: 1.8%	35,535 SH	Increased+1,159 SH
VANGUARD INDEX FDS	VALUE ETF	$58.2M	9.9%Prev: 11.1%	304,877 SH	Increased+19,881 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$534K	0.1%	7,073 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.0M	0.3%Prev: 0.3%	27,125 SH	Increased+2,277 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$16.5M	2.8%Prev: 3.2%	307,263 SH	Increased+15,148 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$211K	0.0%Prev: 0.1%	2,525 SH	Increased-1,073 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$15.3M	2.6%Prev: 2.7%	106,656 SH	Increased+12,438 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$1.4M	0.2%Prev: 0.4%	29,976 SH	Decreased-4,375 SH
VANGUARD MALVERN FDS	CORE BD ETF	$376K	0.1%	4,831 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$11.6M	2.0%Prev: 2.6%	230,186 SH	Increased+39,221 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$7.9M	1.3%Prev: 0.5%	93,834 SH	Increased+68,715 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$211K	0.0%	3,525 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$1.4M	0.2%Prev: 0.3%	18,517 SH	Increased-3,599 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$48.6M	8.2%Prev: 7.5%	777,465 SH	Increased+135,547 SH
VANGUARD WELLINGTON FD	US MULTIFACTOR	$3.0M	0.5%Prev: 0.7%	19,646 SH	Increased-4,624 SH
VANGUARD WORLD FD	ESG US STK ETF	$200K	0.0%	1,655 SH	New
WALMART INC	COM	$699K	0.1%Prev: 0.1%	6,275 SH	Increased+4,484 SH
WILLIAMS COS INC	COM	$243K	0.0%	4,045 SH	New

Sold (vs prior filing)

DOMINION ENERGY INC — $305K
HESS CORP — $605K
ISHARES TR — $235K
ISHARES TR — $301K
UNITEDHEALTH GROUP INC — $207K
VANGUARD MALVERN FDS — $321K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 2, 2026	Q4 2025	13F-HR	0002054264-26-000001	$590.6M	View
May 5, 2025	Q4 2022	13F-HR	0002054264-25-000013	$361.3M	View
May 5, 2025	Q4 2021