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Stephen C. Bain

Partners In Financial Planning

Assets Managed
$602.944M
Holdings
122
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
2.1%(2Q avg: 2.1%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Partners In Financial Planning's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 122 positions.

Assets under management

The assets under management (AUM) of Partners In Financial Planning over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 602.944M in assets, with a quarterly growth rate of 2.1% and a 2-quarter average growth rate of 2.1%. The portfolio is managed by Stephen C. Bain, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BND
Vanguard Total Bond Market
Recent Activity
Increased 6.33%
12.79%
$77.07M
1.047M shares@ $73.65 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.76%
10%
$60.27M
307,188 shares@ $196.21 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 1.74%
9.88%
$59.554M
136,346 shares@ $436.79 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 6.29%
9.86%
$59.416M
1.237M shares@ $48.05 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.55%
8.4%
$50.59M
789,474 shares@ $64.09 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 2.57%
6.21%
$37.431M
477,374 shares@ $78.41 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 0.28%
3.68%
$22.135M
101,889 shares@ $217.26 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Increased 1.2%
3.36%
$20.201M
66,835 shares@ $302.26 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -0.45%
2.75%
$16.532M
305,861 shares@ $54.05 avg price
VSS
Vanguard Ftse All Wo X-us Sc
Recent Activity
Decreased -0.87%
2.56%
$15.414M
105,728 shares@ $145.8 avg price

1-10 of 122