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Brett Lozowski

Life Planning Partners, Inc

Assets Managed
$134.543M
Holdings
71
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
2.7%(2Q avg: 1.53%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Life Planning Partners, Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 71 positions.

Assets under management

The assets under management (AUM) of Life Planning Partners, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 134.543M in assets, with a quarterly growth rate of 2.7% and a 2-quarter average growth rate of 1.53%. The portfolio is managed by Brett Lozowski, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -8.39%
19.75%
$26.56M
161,686 shares@ $164.27 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -7.71%
7.89%
$10.605M
109,808 shares@ $96.58 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -2.33%
6.35%
$8.531M
23,054 shares@ $370.05 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -8.93%
4.57%
$6.141M
74,126 shares@ $82.84 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -8.27%
4.29%
$5.765M
80,913 shares@ $71.25 avg price
SUB
Ishares Short-term National
Recent Activity
Decreased -7.54%
4%
$5.373M
50,465 shares@ $106.48 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Decreased -0.79%
3.35%
$4.503M
41,843 shares@ $107.62 avg price
CLIP
Global X 1-3 Month T-bill
Recent Activity
Increased 2.8%
2.73%
$3.666M
36,541 shares@ $100.34 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
2.54%
$3.414M
67,750 shares@ $50.39 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Decreased -11.98%
2.46%
$3.306M
71,639 shares@ $46.15 avg price

1-10 of 71