Financial Life Planners
Latest statistics and disclosures from Financial Life Planners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, IVV, NVDA, AAPL, PLTR, and represent 62.57% of Financial Life Planners's stock portfolio.
- Added to shares of these 10 stocks: QQQ, NFLX, IVV, AVGO, ARKF, NOW, VST, BTCW, QLD, GS.
- Reduced shares in these 10 stocks: BSCP, AXON, IWO, IYE, SRCE, , CARR, RSP, EFA, FSK.
- Sold out of its positions in AGNC, T, ARKK, ARKQ, ABT, ABBV, AYI, MSOS, AMD, ADC.
- Financial Life Planners was a net seller of stock by $-7.0M.
- Financial Life Planners has $139M in assets under management (AUM), dropping by -6.41%.
- Central Index Key (CIK): 0002053368
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Portfolio Holdings for Financial Life Planners
Financial Life Planners holds 61 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Trunit Ser 1 Etf (QQQ) | 23.0 | $32M | +2% | 52k | 614.31 |
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| Ishares Trcore S&p500 Etf Etf (IVV) | 20.6 | $29M | +2% | 42k | 684.94 |
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| NVIDIA Corporation (NVDA) | 10.4 | $14M | 77k | 186.50 |
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| Apple (AAPL) | 4.9 | $6.8M | 25k | 271.87 |
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| Palantir Technologies (PLTR) | 3.8 | $5.2M | +2% | 30k | 177.75 |
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| Robinhood Mkts (HOOD) | 3.4 | $4.7M | 41k | 113.10 |
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| Microsoft Corporation (MSFT) | 3.1 | $4.3M | 8.8k | 483.62 |
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| Berkshire Hathaway (BRK.B) | 2.7 | $3.7M | -3% | 7.5k | 502.66 |
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| Vanguard World Fdmega Grwth Ind Etf (MGK) | 2.1 | $3.0M | 7.2k | 412.74 |
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| Ark Etf Trblockchain & Fin Etf (ARKF) | 1.9 | $2.7M | +13% | 56k | 47.63 |
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| Axon Enterprise (AXON) | 1.9 | $2.7M | -11% | 4.7k | 567.97 |
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| Costco Wholesale Corporation (COST) | 1.7 | $2.4M | 2.8k | 862.46 |
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| Spdr S&p Midcap 400 Etf Trutser1 S&pdcrp Etf (MDY) | 1.7 | $2.3M | 3.9k | 603.27 |
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| Spdr S&p 500 Etf Trtr Unit Etf (SPY) | 1.5 | $2.0M | +5% | 3.0k | 681.96 |
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| Amazon (AMZN) | 1.4 | $2.0M | +3% | 8.7k | 230.83 |
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| Wisdomtree Bitcoin Fdshs Ben Int Etf (BTCW) | 1.0 | $1.5M | +12% | 16k | 92.68 |
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| Spdr Dow Jones Indl Averageut Ser 1 Etf (DIA) | 1.0 | $1.4M | 2.9k | 480.62 |
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| Invesco Exch Trd Slf Idx Fdinvsco Blsh 28 Etf (BSCS) | 0.8 | $1.1M | -3% | 54k | 20.60 |
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| Facebook Inc cl a (META) | 0.6 | $803k | 1.2k | 660.06 |
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| Netflix (NFLX) | 0.6 | $794k | +763% | 8.5k | 93.76 |
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| Vanguard Specialized Fundsdiv App Etf Etf (VIG) | 0.6 | $783k | 3.6k | 219.76 |
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| Tesla Motors (TSLA) | 0.5 | $688k | 1.5k | 449.59 |
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| Goldman Sachs (GS) | 0.5 | $673k | +25% | 765.00 | 879.48 |
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| Bank of America Corporation (BAC) | 0.5 | $660k | 12k | 55.00 |
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| Ishares Trrus 1000 Grw Etf Etf (IWF) | 0.5 | $658k | 1.4k | 473.19 |
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| Invesco Exch Trd Slf Idx Fdbulshs 2026 Cb Etf (BSCQ) | 0.5 | $641k | 33k | 19.57 |
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| Select Sector Spdr Trstate Street Fin Etf (XLF) | 0.5 | $636k | 12k | 54.77 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $624k | 3.4k | 183.41 |
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| Broadcom (AVGO) | 0.4 | $605k | +303% | 1.7k | 346.06 |
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| Howmet Aerospace (HWM) | 0.4 | $558k | +3% | 2.7k | 205.01 |
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| Visa (V) | 0.4 | $508k | -8% | 1.4k | 350.70 |
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| Spdr Series Truststate Street Spd Etf (SPYM) | 0.3 | $471k | 5.9k | 80.22 |
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| NRG Energy (NRG) | 0.3 | $470k | +10% | 3.0k | 159.24 |
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| Vanguard Index Fdsgrowth Etf Etf (VUG) | 0.3 | $464k | 951.00 | 487.74 |
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| salesforce (CRM) | 0.3 | $455k | -6% | 1.7k | 264.98 |
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| Vanguard Index Fdss&p 500 Etf Etf (VOO) | 0.3 | $439k | 700.00 | 627.15 |
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| Ishares Trrussell 2000 Etf Etf (IWM) | 0.3 | $431k | 1.8k | 246.18 |
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| Ishares Trcore S&p Mcp Etf Etf (IJH) | 0.3 | $410k | -2% | 6.2k | 66.00 |
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| First Tr Exchng Traded Fd Vift Vest Us Eqt Etf (FOCT) | 0.3 | $404k | 8.2k | 48.99 |
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| Vanguard Scottsdale Fdsvng Rus1000val Etf (VONV) | 0.3 | $401k | 4.3k | 92.29 |
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| Invesco Exch Trd Slf Idx Fdbulshs 2027 Cb Etf (BSCR) | 0.3 | $396k | 20k | 19.74 |
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| Alphabet Inc Class C cs (GOOG) | 0.3 | $396k | +3% | 1.3k | 313.78 |
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| Ishares Silver Trishares Etf (SLV) | 0.3 | $379k | 5.9k | 64.42 |
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| Vanguard Index Fdsreal Estate Etf Etf (VNQ) | 0.3 | $371k | -6% | 4.2k | 88.50 |
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| Ishares Trrus 1000 Val Etf Etf (IWD) | 0.3 | $360k | -3% | 1.7k | 210.37 |
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| Vistra Energy (VST) | 0.2 | $320k | +111% | 2.0k | 161.35 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $294k | 912.00 | 322.38 |
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| Oracle Corporation (ORCL) | 0.2 | $281k | 1.4k | 194.87 |
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| Servicenow (NOW) | 0.2 | $279k | +400% | 1.8k | 153.19 |
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| General Electric (GE) | 0.2 | $271k | +15% | 878.00 | 308.20 |
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| Alphabet Inc Class A cs (GOOGL) | 0.2 | $270k | 863.00 | 313.09 |
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| Cigna Corp (CI) | 0.2 | $245k | 891.00 | 275.18 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $235k | 2.0k | 120.34 |
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| Taiwan Semiconductor Mfg (TSM) | 0.2 | $231k | +24% | 760.00 | 303.96 |
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| Ishares Trs&p Mc 400gr Etf Etf (IJK) | 0.2 | $228k | 2.4k | 96.86 |
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| Ishares Trexpanded Tech Etf (IGV) | 0.2 | $228k | +6% | 2.2k | 105.71 |
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| International Business Machines (IBM) | 0.2 | $221k | 745.00 | 296.11 |
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| Proshares Trpshs Ultra Qqq Etf (QLD) | 0.2 | $218k | +204% | 3.1k | 70.41 |
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| Applovin Corp Class A (APP) | 0.2 | $217k | +11% | 322.00 | 673.82 |
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| Ishares Trs&p Sml 600 Gwt Etf (IJT) | 0.2 | $210k | 1.5k | 141.20 |
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| D.R. Horton (DHI) | 0.1 | $202k | 1.4k | 143.99 |
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Past Filings by Financial Life Planners
SEC 13F filings are viewable for Financial Life Planners going back to 2024
- Financial Life Planners 2025 Q4 filed Jan. 29, 2026
- Financial Life Planners 2025 Q3 filed Nov. 13, 2025
- Financial Life Planners 2025 Q2 filed Aug. 8, 2025
- Financial Life Planners 2025 Q1 filed April 23, 2025
- Financial Life Planners 2024 Q4 filed Jan. 24, 2025