Back to Partners in Financial Planning

Partners in Financial Planning

All holdings · as of Dec 31, 2025

115 positions

CompanyClassValueShares% of portfolio
Texas Pacific Land Corp$615.2K2,1420.1%
SPDR S&P 500 ETF TR$628.4K9220.1%
Philip Morris International Inc.$652.2K4,0660.1%
Walmart Inc.$699.1K6,2750.1%
NATIONAL BANKSHARES INC$718.6K21,4310.1%
Alphabet Inc.$723.7K2,3120.1%
TRUIST FINANCIAL CORP$728.7K14,8080.1%
GENERAL ELECTRIC CO$796.5K2,5860.1%
ISHARES TR$810.1K9,0560.1%
DIMENSIONAL ETF TRUST$814.4K24,8810.1%
Alphabet Inc.$825.6K2,6310.1%
DIMENSIONAL ETF TRUST$826.3K20,8710.1%
Warren E. Buffett$841.4K1,6740.1%
ISHARES TR$874.9K4,1600.1%
ISHARES TR$970.4K1,4170.2%
Edwards Lifesciences Corp$987.5K11,5840.2%
ISHARES TR$1.12M11,6590.2%
Ferguson Enterprises Inc. /DE$1.12M5,0330.2%
DIMENSIONAL ETF TRUST$1.14M19,1070.2%
CHEVRON CORP$1.16M7,6330.2%
STEEL DYNAMICS INC$1.18M6,9700.2%
MICROSOFT CORP$1.25M2,5930.2%
ISHARES TR$1.33M19,1800.2%
Amazon.com Inc$1.36M5,9110.2%
VANGUARD INTL EQUITY INDEX F$1.37M29,9760.2%
Tesla Inc$1.38M3,0610.2%
VANGUARD STAR FDS$1.40M18,5170.2%
VANGUARD BD INDEX FDS$1.41M18,1010.2%
SPDR SER TR$1.48M50,6530.3%
EXXON MOBIL CORP$1.52M12,6230.3%
ISHARES TR$1.57M3,3120.3%
VANGUARD INDEX FDS$1.73M6,7020.3%
SPDR SER TR$1.76M18,6710.3%
Apple Inc.$1.78M6,5410.3%
VANGUARD INTL EQUITY INDEX F$2.00M27,1250.3%
SPDR SER TR$2.64M102,3330.4%
NORFOLK SOUTHERN CORP$2.71M9,3760.5%
VANGUARD INDEX FDS$2.73M8,6730.5%
SPDR SER TR$2.86M31,3890.5%
VANGUARD WELLINGTON FD$2.96M19,6460.5%
ISHARES TR$2.97M59,4390.5%
SPDR INDEX SHS FDS$3.20M68,3670.5%
VANGUARD INDEX FDS$3.33M15,9150.6%
ISHARES TR$3.91M50,3880.7%
SPDR SER TR$3.97M69,9650.7%
VANGUARD INDEX FDS$4.11M14,1620.7%
SPDR SER TR$4.58M42,9290.8%
ISHARES TR$5.98M55,8131.0%
VANGUARD INDEX FDS$6.63M10,5751.1%
VANGUARD SCOTTSDALE FDS$7.86M93,8341.3%
← PrevPage 2 of 3Next →