LIFE PLANNING PARTNERS, INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 8K | $382.05K |
 | XPO | 6K | $1.24M |
 | GXO | 6K | $313.95K |
 | TSLA | 3K | $1.04M |
 | PLTR | 2K | $299.51K |
 | CVX | 2K | $380.44K |
 | ABBV | 2K | $348.64K |
 | XOM | 1K | $209.35K |
 | JPM | 1K | $341.81K |
 | PH | 1K | $959.70K |
 | AAPL | 858 | $217.74K |
 | MSFT | 739 | $273.45K |
Bank of America Corporation
BAC
Shares Held
8K
Value
$382.05K
XPO Logistics, Inc.
XPO
Shares Held
6K
Value
$1.24M
GXO Logistics, Inc.
GXO
Shares Held
6K
Value
$313.95K
Tesla, Inc.
TSLA
Shares Held
3K
Value
$1.04M
Palantir Technologies Inc.
PLTR
Shares Held
2K
Value
$299.51K
Chevron Corporation
CVX
Shares Held
2K
Value
$380.44K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$348.64K
Exxon Mobil Corporation
XOM
Shares Held
1K
Value
$209.35K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$341.81K
Parker-Hannifin Corporation
PH
Shares Held
1K
Value
$959.70K
Apple Inc.
AAPL
Shares Held
858
Value
$217.74K
Microsoft Corporation
MSFT
Shares Held
739
Value
$273.45K