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, HOOD, and represent 63.21% of Financial Life Planners's stock portfolio.
- Added to shares of these 10 stocks: MGK, IVV, IWM, QQQ, XBI, CAT, IWF, VUG, FNDF, AVGO.
- Started 8 new stock positions in DD, SPCX, HONA, CCL, HON, BNY, VXUS, ENB.
- Reduced shares in these 10 stocks: PLTR, HOOD, SPYM, XLF, AAPL, BRK.B, MSFT, BSCS, SRCE, BSCR.
- Sold out of its positions in BLOK, BSX, CGGR, CGUS, CGDV, CGGO, CGCP, CGMS, CGSD, CGCB.
- Financial Life Planners was a net buyer of stock by $8.1M.
- Financial Life Planners has $156M in assets under management (AUM), dropping by 19.30%.
- Central Index Key (CIK): 0002053368
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Portfolio Holdings for Financial Life Planners
Financial Life Planners holds 339 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 25.2 | $39M | +2% | 53k | 736.40 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 21.1 | $33M | +4% | 44k | 748.89 |
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| NVIDIA Corporation (NVDA) | 9.9 | $16M | 77k | 200.09 |
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| Apple (AAPL) | 4.5 | $7.0M | 24k | 289.36 |
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| Robinhood Mkts Com Cl A (HOOD) | 2.4 | $3.8M | -7% | 38k | 100.28 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $3.6M | -2% | 7.2k | 500.40 |
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| Microsoft Corporation (MSFT) | 2.0 | $3.1M | -2% | 8.3k | 373.02 |
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| Palantir Technologies Cl A (PLTR) | 1.9 | $3.0M | -11% | 26k | 116.67 |
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| Vanguard World Mega Grwth Ind (MGK) | 1.8 | $2.8M | +395% | 32k | 87.91 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 1.7 | $2.6M | 3.8k | 703.40 |
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| Costco Wholesale Corporation (COST) | 1.6 | $2.5M | 2.7k | 935.55 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.4 | $2.2M | 2.9k | 746.90 |
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| Amazon (AMZN) | 1.3 | $2.1M | +2% | 8.8k | 238.35 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $1.6M | +166% | 5.4k | 300.44 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.9 | $1.4M | 2.7k | 522.33 |
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| Goldman Sachs (GS) | 0.7 | $1.1M | +38% | 1.1k | 1011.75 |
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| Howmet Aerospace (HWM) | 0.7 | $1.1M | +41% | 3.9k | 268.88 |
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| Broadcom (AVGO) | 0.6 | $1.0M | +52% | 2.7k | 377.78 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.6 | $974k | -8% | 48k | 20.36 |
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| Wisdomtree Bitcoin Shs Ben Int (BTCW) | 0.6 | $969k | 16k | 62.00 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 0.5 | $830k | +2422% | 5.2k | 158.25 |
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| Caterpillar (CAT) | 0.5 | $796k | +291% | 747.00 | 1065.46 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $741k | +329% | 6.0k | 124.17 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $712k | 3.0k | 236.64 |
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| Bank of America Corporation (BAC) | 0.4 | $690k | 12k | 56.98 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.4 | $652k | 33k | 19.53 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $650k | 3.4k | 189.75 |
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| Tesla Motors (TSLA) | 0.4 | $635k | 1.5k | 420.59 |
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| Meta Platforms Cl A (META) | 0.4 | $634k | -5% | 1.1k | 563.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $573k | +39% | 1.6k | 353.41 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $549k | +13% | 799.00 | 686.89 |
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| Ge Vernova (GEV) | 0.3 | $520k | +88% | 443.00 | 1174.07 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $484k | +490% | 5.6k | 86.14 |
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| Advanced Micro Devices (AMD) | 0.3 | $476k | 820.00 | 580.91 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.3 | $459k | -25% | 8.6k | 53.61 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $456k | 4.3k | 106.31 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $454k | -3% | 5.9k | 77.11 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) | 0.3 | $431k | 8.2k | 52.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $423k | +37% | 1.2k | 357.51 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $410k | +9% | 859.00 | 477.60 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $408k | 4.2k | 96.42 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $398k | 1.6k | 242.44 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.3 | $392k | +1346% | 7.4k | 52.76 |
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| Arm Holdings Sponsored Ads (ARM) | 0.2 | $351k | 991.00 | 354.40 |
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| Ge Aerospace Com New (GE) | 0.2 | $329k | 881.00 | 373.73 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.2 | $314k | -39% | 3.6k | 87.88 |
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| Nrg Energy Com New (NRG) | 0.2 | $312k | -17% | 2.1k | 146.05 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.2 | $300k | 3.1k | 96.76 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.2 | $288k | -20% | 15k | 19.62 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $283k | +6% | 1.6k | 178.59 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $281k | 859.00 | 327.25 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $276k | 5.2k | 53.47 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $273k | 2.0k | 136.70 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $266k | -4% | 2.3k | 117.48 |
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| Cigna Corp (CI) | 0.2 | $248k | 901.00 | 275.66 |
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| D.R. Horton (DHI) | 0.1 | $229k | 1.4k | 162.87 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $227k | 576.00 | 393.63 |
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| Oracle Corporation (ORCL) | 0.1 | $213k | 1.5k | 146.53 |
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| International Business Machines (IBM) | 0.1 | $212k | 754.00 | 281.29 |
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| Eli Lilly & Co. (LLY) | 0.1 | $211k | 176.00 | 1201.20 |
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| Carrier Global Corporation (CARR) | 0.1 | $199k | 2.7k | 73.36 |
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| Morgan Stanley Com New (MS) | 0.1 | $191k | 915.00 | 208.98 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $188k | 2.8k | 67.38 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $184k | +2% | 500.00 | 368.48 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $176k | 3.3k | 53.11 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $174k | 1.7k | 103.86 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $174k | -17% | 3.1k | 56.59 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $174k | 815.00 | 212.82 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $171k | 1.3k | 136.69 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $166k | 322.00 | 515.23 |
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| Cloudflare Cl A Com (NET) | 0.1 | $164k | 670.00 | 245.28 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $158k | 385.00 | 409.90 |
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| Applied Materials (AMAT) | 0.1 | $155k | 214.00 | 722.61 |
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| Philip Morris International (PM) | 0.1 | $152k | 840.00 | 180.92 |
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| Wal-Mart Stores (WMT) | 0.1 | $150k | 1.3k | 113.24 |
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| 1st Source Corporation (SRCE) | 0.1 | $146k | -37% | 1.8k | 81.56 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $140k | 894.00 | 156.27 |
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| Ishares Tr Futu Expo Te Etf (XT) | 0.1 | $130k | 1.6k | 82.64 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $127k | 666.00 | 190.55 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $127k | 557.00 | 227.03 |
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| Axon Enterprise (AXON) | 0.1 | $123k | -23% | 219.00 | 560.46 |
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| Micron Technology (MU) | 0.1 | $123k | 106.00 | 1155.36 |
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| Travelers Companies (TRV) | 0.1 | $119k | 361.00 | 330.17 |
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| TJX Companies (TJX) | 0.1 | $119k | 785.00 | 151.52 |
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| Edwards Lifesciences (EW) | 0.1 | $109k | 1.2k | 90.46 |
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| Wells Fargo & Company (WFC) | 0.1 | $104k | 1.3k | 82.64 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $98k | 3.1k | 31.71 |
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| UnitedHealth (UNH) | 0.1 | $95k | 229.00 | 414.80 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $93k | 632.00 | 147.84 |
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| salesforce (CRM) | 0.1 | $93k | 596.00 | 156.75 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $93k | 511.00 | 182.31 |
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| Home Depot (HD) | 0.1 | $92k | 261.00 | 353.13 |
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| Intel Corporation (INTC) | 0.1 | $92k | +17% | 659.00 | 139.55 |
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| Servicenow (NOW) | 0.1 | $92k | -14% | 921.00 | 99.30 |
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| Coca-Cola Company (KO) | 0.1 | $91k | 1.1k | 81.24 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $86k | 88.00 | 973.92 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $85k | +6% | 350.00 | 242.74 |
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| Comfort Systems USA (FIX) | 0.1 | $84k | 42.00 | 2000.12 |
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| Boeing Company (BA) | 0.1 | $79k | 367.00 | 216.47 |
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| Eaton Corp SHS (ETN) | 0.0 | $77k | +24% | 181.00 | 426.66 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $75k | -7% | 548.00 | 137.51 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $75k | -4% | 188.00 | 397.68 |
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| Capital One Financial (COF) | 0.0 | $72k | 360.00 | 200.53 |
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| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.0 | $72k | 643.00 | 112.01 |
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| CVS Caremark Corporation (CVS) | 0.0 | $69k | 668.00 | 103.41 |
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| Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $67k | 2.1k | 31.42 |
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| Hartford Financial Services (HIG) | 0.0 | $66k | 499.00 | 132.63 |
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| Spdr Index Shs Fds St Str Sp N Am (NANR) | 0.0 | $66k | 870.00 | 75.54 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $63k | 188.00 | 335.24 |
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| Analog Devices (ADI) | 0.0 | $63k | 158.00 | 396.08 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $62k | 405.00 | 152.29 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $60k | 939.00 | 63.83 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $58k | 627.00 | 92.27 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $56k | 586.00 | 95.41 |
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| Corteva (CTVA) | 0.0 | $56k | 657.00 | 84.68 |
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| Public Service Enterprise (PEG) | 0.0 | $55k | 676.00 | 81.20 |
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| Republic Services (RSG) | 0.0 | $55k | 257.00 | 212.81 |
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| Chubb (CB) | 0.0 | $54k | 158.00 | 341.75 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $52k | 400.00 | 130.40 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $52k | 327.00 | 158.82 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $51k | 675.00 | 75.51 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $51k | 708.00 | 71.57 |
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| Spdr Series Trust St Str Sp Home (XHB) | 0.0 | $51k | 438.00 | 115.43 |
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| Agree Realty Corporation (ADC) | 0.0 | $51k | 667.00 | 75.73 |
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| Progressive Corporation (PGR) | 0.0 | $47k | 215.00 | 218.51 |
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| Visa Com Cl A (V) | 0.0 | $46k | -27% | 134.00 | 342.13 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $45k | 277.00 | 163.73 |
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| McDonald's Corporation (MCD) | 0.0 | $45k | 165.00 | 269.61 |
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| American Express Company (AXP) | 0.0 | $44k | 131.00 | 338.10 |
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| ConocoPhillips (COP) | 0.0 | $43k | 418.00 | 103.90 |
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| Blackrock (BLK) | 0.0 | $43k | 45.00 | 958.91 |
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| Williams Companies (WMB) | 0.0 | $43k | 578.00 | 74.33 |
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| Ishares Tr Esg Msci Kld Etf (DSI) | 0.0 | $43k | 301.00 | 142.26 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $43k | -9% | 344.00 | 124.33 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $42k | +3% | 3.8k | 10.90 |
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| Flex Lng SHS (FLNG) | 0.0 | $42k | +2% | 1.5k | 28.06 |
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| Cisco Systems (CSCO) | 0.0 | $42k | 353.00 | 117.50 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $40k | 2.1k | 19.12 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $40k | 30.00 | 1319.80 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $38k | +766% | 104.00 | 369.32 |
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| Norfolk Southern (NSC) | 0.0 | $37k | 116.00 | 315.90 |
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| Freeport Mcmoran CL B (FCX) | 0.0 | $37k | 582.00 | 62.90 |
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| PNC Financial Services (PNC) | 0.0 | $37k | 148.00 | 246.91 |
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| General Dynamics Corporation (GD) | 0.0 | $34k | 97.00 | 354.55 |
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| Dover Corporation (DOV) | 0.0 | $34k | 151.00 | 224.44 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $34k | 206.00 | 164.20 |
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| Banner Corp Com New (BANR) | 0.0 | $33k | 500.00 | 66.50 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $33k | 114.00 | 286.39 |
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| Cme (CME) | 0.0 | $33k | 147.00 | 221.11 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $32k | 271.00 | 119.13 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $32k | 145.00 | 218.88 |
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| Microchip Technology (MCHP) | 0.0 | $32k | 348.00 | 91.16 |
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| Us Bancorp Com New (USB) | 0.0 | $32k | 525.00 | 60.41 |
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| BP Sponsored Adr (BP) | 0.0 | $31k | 845.00 | 36.95 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $31k | 166.00 | 187.75 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $31k | 1.1k | 28.96 |
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| Graniteshares Etf Tr 2x Long Nvda Etf (NVDL) | 0.0 | $31k | +200% | 1.0k | 29.81 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $31k | NEW | 180.00 | 170.86 |
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| Danaher Corporation (DHR) | 0.0 | $30k | 160.00 | 189.97 |
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| Valero Energy Corporation (VLO) | 0.0 | $30k | 114.00 | 259.67 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $30k | +2% | 617.00 | 47.96 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $29k | 126.00 | 230.18 |
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| Ishares Tr Esg Optimized (SUSA) | 0.0 | $29k | 186.00 | 154.32 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $29k | 192.00 | 148.68 |
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| Nextera Energy (NEE) | 0.0 | $28k | 322.00 | 87.74 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $28k | 170.00 | 163.64 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $28k | 312.00 | 88.67 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $28k | 216.00 | 127.69 |
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| EOG Resources (EOG) | 0.0 | $28k | 212.00 | 129.55 |
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| Ea Series Trust Strive 500 Etf (STXF) | 0.0 | $27k | 566.00 | 48.32 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $27k | 1.2k | 22.25 |
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| Unilever Spon Adr New (UL) | 0.0 | $27k | 450.00 | 60.14 |
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| Altria (MO) | 0.0 | $27k | 370.00 | 72.01 |
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| Ishares Tr Us Consm Staples (IYK) | 0.0 | $27k | 365.00 | 72.71 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $27k | 247.00 | 107.26 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $26k | 13.00 | 2002.77 |
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| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.0 | $26k | 178.00 | 146.16 |
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| Graniteshares Etf Tr 2x Long Pltr (PTIR) | 0.0 | $26k | -9% | 2.8k | 9.38 |
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| Direxion Shares Etf Trust Dly Aapl Bull 2x (AAPU) | 0.0 | $26k | 738.00 | 34.87 |
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| Celestica (CLS) | 0.0 | $25k | +21% | 69.00 | 364.81 |
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| Abbvie (ABBV) | 0.0 | $25k | 100.00 | 251.64 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $25k | 83.00 | 299.13 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $23k | 36.00 | 649.31 |
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| Themes Etf Tr Leverage Shs 2x (HOOG) | 0.0 | $23k | 756.00 | 30.05 |
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| Marriott Intl Cl A (MAR) | 0.0 | $23k | 61.00 | 370.38 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $23k | 44.00 | 510.98 |
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| Amplify Etf Tr Seymour Canb Etf (CNBS) | 0.0 | $22k | 766.00 | 29.21 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $22k | 370.00 | 59.75 |
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| Cheniere Energy Com New (LNG) | 0.0 | $22k | 91.00 | 238.65 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $21k | -74% | 2.0k | 10.50 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $21k | 67.00 | 305.25 |
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| Ishares Tr Msci China Etf (MCHI) | 0.0 | $20k | 395.00 | 51.08 |
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| MetLife (MET) | 0.0 | $20k | 234.00 | 84.62 |
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| EastGroup Properties (EGP) | 0.0 | $19k | 96.00 | 201.96 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $19k | 78.00 | 242.50 |
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| 3M Company (MMM) | 0.0 | $19k | 114.00 | 162.33 |
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| AutoNation (AN) | 0.0 | $18k | 97.00 | 185.91 |
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| Bitmine Immersion Techs Com New (BMNR) | 0.0 | $18k | +27% | 1.3k | 13.31 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $18k | 200.00 | 88.86 |
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| AmerisourceBergen (COR) | 0.0 | $18k | 62.00 | 284.84 |
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| Grand Canyon Education (LOPE) | 0.0 | $17k | -38% | 121.00 | 143.15 |
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| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $17k | +3% | 1.5k | 11.15 |
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| Nucor Corporation (NUE) | 0.0 | $17k | 76.00 | 221.68 |
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| Lowe's Companies (LOW) | 0.0 | $17k | 76.00 | 221.14 |
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| Southwest Airlines (LUV) | 0.0 | $16k | 313.00 | 51.46 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $16k | 480.00 | 33.29 |
|
|
| Vistra Energy (VST) | 0.0 | $16k | 101.00 | 158.12 |
|
|
| Linde SHS (LIN) | 0.0 | $16k | 30.00 | 524.03 |
|
|
| Dupont De Nemours Common Stock (DD) | 0.0 | $16k | NEW | 115.00 | 135.64 |
|
| Southern Company (SO) | 0.0 | $15k | 158.00 | 95.56 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $15k | 67.00 | 221.33 |
|
|
| Spdr Series Trust St Str Sp Metal (XME) | 0.0 | $15k | 138.00 | 107.07 |
|
|
| Sturm, Ruger & Company (RGR) | 0.0 | $14k | 374.00 | 37.89 |
|
|
| Eversource Energy (ES) | 0.0 | $14k | 194.00 | 72.25 |
|
|
| American Water Works (AWK) | 0.0 | $14k | 106.00 | 130.97 |
|
|
| Simon Property (SPG) | 0.0 | $14k | 62.00 | 223.90 |
|
|
| Netflix (NFLX) | 0.0 | $14k | 190.00 | 71.40 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $13k | 364.00 | 36.74 |
|
|
| American Tower Reit (AMT) | 0.0 | $13k | 80.00 | 164.11 |
|
|
| Ishares Tr Low Ca Op Ms Etf (CRBN) | 0.0 | $13k | +2% | 51.00 | 252.12 |
|
| Capital Sr Living Corp (SNDA) | 0.0 | $13k | 313.00 | 40.80 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $13k | 175.00 | 71.30 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $13k | 215.00 | 57.96 |
|
|
| Agnico (AEM) | 0.0 | $12k | 80.00 | 155.14 |
|
|
| S&p Global (SPGI) | 0.0 | $12k | -30% | 30.00 | 405.03 |
|
| Acuity Brands (AYI) | 0.0 | $12k | 32.00 | 374.91 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $12k | 32.00 | 369.56 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $12k | NEW | 135.00 | 85.24 |
|
| Ventas (VTR) | 0.0 | $11k | 124.00 | 89.07 |
|
|
| Volatility Shs Tr 2x Bitcoin Etf (BITX) | 0.0 | $11k | +49% | 1.1k | 10.32 |
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $11k | 3.0k | 3.67 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $11k | 89.00 | 121.31 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.0 | $11k | +48% | 184.00 | 58.14 |
|
| Vici Pptys (VICI) | 0.0 | $11k | 396.00 | 26.54 |
|
|
| American Airls (AAL) | 0.0 | $10k | 572.00 | 18.07 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $10k | 115.00 | 88.89 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $10k | 224.00 | 45.52 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $10k | 136.00 | 73.38 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $9.6k | +4% | 23.00 | 417.70 |
|
| Grayscale Ethereum Staking E SHS (ETHE) | 0.0 | $9.2k | 724.00 | 12.76 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $9.1k | 100.00 | 90.74 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $8.5k | 251.00 | 33.88 |
|
|
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $8.1k | 684.00 | 11.89 |
|
|
| McKesson Corporation (MCK) | 0.0 | $7.6k | 10.00 | 763.40 |
|
|
| Chesapeake Energy Corp (EXE) | 0.0 | $7.6k | 83.00 | 91.13 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $7.4k | 24.00 | 308.92 |
|
|
| Tenable Hldgs (TENB) | 0.0 | $7.4k | 200.00 | 36.88 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $7.2k | NEW | 50.00 | 144.62 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $7.1k | -10% | 141.00 | 50.54 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $6.8k | +714% | 57.00 | 119.19 |
|
| Pepsi (PEP) | 0.0 | $6.8k | 50.00 | 135.40 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $6.6k | 16.00 | 414.81 |
|
|
| Direxion Shares Etf Trust Dly Avgo Bull 2x (AVL) | 0.0 | $6.5k | 147.00 | 44.21 |
|
|
| Proshares Tr Bitcoin Etf (BITO) | 0.0 | $6.5k | 812.00 | 7.98 |
|
|
| First Tr Exchange-traded Nasdaq-100 Sel (QQEW) | 0.0 | $6.4k | 40.00 | 160.65 |
|
|
| Richtech Robotics CL B (RR) | 0.0 | $6.3k | +50% | 3.0k | 2.11 |
|
| Procter & Gamble Company (PG) | 0.0 | $6.2k | 42.00 | 147.50 |
|
|
| Cognyte Software Ord Shs (CGNT) | 0.0 | $5.8k | 666.00 | 8.78 |
|
|
| Advisorshares Tr Pure Us Cann Etf (MSOS) | 0.0 | $5.8k | 1.1k | 5.08 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $5.7k | 11.00 | 516.82 |
|
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $5.5k | 61.00 | 90.48 |
|
|
| Enbridge (ENB) | 0.0 | $5.4k | NEW | 100.00 | 54.21 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $5.0k | +2% | 46.00 | 109.26 |
|
| MGM Resorts International. (MGM) | 0.0 | $4.8k | 100.00 | 47.83 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $4.8k | +3% | 31.00 | 153.35 |
|
| Stoke Therapeutics (STOK) | 0.0 | $4.7k | 144.00 | 32.72 |
|
|
| Stryker Corporation (SYK) | 0.0 | $4.7k | 15.00 | 313.40 |
|
|
| Walt Disney Company (DIS) | 0.0 | $4.5k | 47.00 | 95.60 |
|
|
| Canary Xrp Etf SHS (XRPC) | 0.0 | $4.4k | 396.00 | 11.08 |
|
|
| Immunitybio (IBRX) | 0.0 | $4.4k | 500.00 | 8.76 |
|
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $4.2k | 44.00 | 95.77 |
|
|
| Ark Etf Tr Bloc Fin Inn Etf (ARKF) | 0.0 | $4.2k | 107.00 | 39.32 |
|
|
| Qualcomm (QCOM) | 0.0 | $4.1k | 22.00 | 187.32 |
|
|
| Coreweave Com Cl A (CRWV) | 0.0 | $4.0k | 40.00 | 99.55 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $3.9k | 42.00 | 92.10 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $3.8k | -65% | 26.00 | 146.19 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $3.7k | +3% | 33.00 | 113.06 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $3.4k | 100.00 | 34.00 |
|
|
| Constellation Energy (CEG) | 0.0 | $3.3k | 13.00 | 252.31 |
|
|
| Fortive (FTV) | 0.0 | $3.2k | 52.00 | 61.21 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $3.1k | 13.00 | 235.92 |
|
|
| Bigbear Ai Hldgs (BBAI) | 0.0 | $3.0k | 819.00 | 3.67 |
|
|
| Carnival Corp Common Shares (CCL) | 0.0 | $2.9k | NEW | 100.00 | 28.57 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $2.1k | +2% | 42.00 | 50.31 |
|
| Workday Cl A (WDAY) | 0.0 | $2.1k | 17.00 | 122.47 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $2.0k | 6.00 | 341.17 |
|
|
| Rockwell Automation (ROK) | 0.0 | $2.0k | 4.00 | 502.25 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $1.9k | 49.00 | 37.96 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $1.7k | -26% | 17.00 | 101.88 |
|
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $1.7k | 99.00 | 17.41 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $1.5k | 27.00 | 55.41 |
|
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $1.4k | 21.00 | 65.33 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.4k | 10.00 | 135.00 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $1.3k | 13.00 | 97.85 |
|
|
| Ralliant Corp (RAL) | 0.0 | $1.3k | 17.00 | 73.94 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $1.2k | +100% | 4.00 | 303.75 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $1.2k | 7.00 | 167.00 |
|
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $1.1k | 44.00 | 25.95 |
|
|
| Nio Spon Ads (NIO) | 0.0 | $1.0k | 207.00 | 5.06 |
|
|
| Chewy Cl A (CHWY) | 0.0 | $983.000000 | 50.00 | 19.66 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $822.000600 | 18.00 | 45.67 |
|
|
| Nano X Imaging Ord Shs (NNOX) | 0.0 | $619.974000 | 534.00 | 1.16 |
|
|
| Vontier Corporation (VNT) | 0.0 | $591.000000 | 20.00 | 29.55 |
|
|
| Amplify Etf Tr Altrntv Harv Etf (MJ) | 0.0 | $551.999700 | 21.00 | 26.29 |
|
|
| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.0 | $508.998000 | 105.00 | 4.85 |
|
|
| Novavax Com New (NVAX) | 0.0 | $462.001400 | 49.00 | 9.43 |
|
|
| Honeywell International (HON) | 0.0 | $448.000000 | NEW | 2.00 | 224.00 |
|
| Honeywell Aerospace (HONA) | 0.0 | $443.000000 | NEW | 2.00 | 221.50 |
|
| Tidal Trust Iii Naacp Mino Etf (NACP) | 0.0 | $441.000000 | 7.00 | 63.00 |
|
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $405.000000 | 3.00 | 135.00 |
|
|
| Mosaic (MOS) | 0.0 | $390.999600 | 18.00 | 21.72 |
|
|
| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.0 | $361.000000 | 4.00 | 90.25 |
|
|
| Spdr Series Trust St Str Msci Gen (SHE) | 0.0 | $316.000000 | 2.00 | 158.00 |
|
|
| Gopro Cl A (GPRO) | 0.0 | $312.000000 | 400.00 | 0.78 |
|
|
| Astrazeneca Ord (AZN) | 0.0 | $303.000000 | 2.00 | 151.50 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $223.001300 | 29.00 | 7.69 |
|
|
| Materion Corporation (MTRN) | 0.0 | $184.000000 | 1.00 | 184.00 |
|
|
| Pfizer (PFE) | 0.0 | $173.000100 | 7.00 | 24.71 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $171.999900 | 3.00 | 57.33 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $166.000000 | 2.00 | 83.00 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $135.000000 | 1.00 | 135.00 |
|
|
| Canopy Growth Corporation Com New (CGC) | 0.0 | $108.995400 | 114.00 | 0.96 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $89.000000 | 1.00 | 89.00 |
|
|
| Merck & Co (MRK) | 0.0 | $83.000000 | 1.00 | 83.00 |
|
|
| eBay (EBAY) | 0.0 | $64.000000 | 1.00 | 64.00 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $63.000000 | 1.00 | 63.00 |
|
|
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.0 | $55.000000 | 1.00 | 55.00 |
|
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $46.999800 | 6.00 | 7.83 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $33.000000 | 1.00 | 33.00 |
|
|
| Mfa Finl (MFA) | 0.0 | $30.999900 | 3.00 | 10.33 |
|
|
| Virgin Galactic Holdings Com New (SPCE) | 0.0 | $29.000000 | 10.00 | 2.90 |
|
|
| Pacific Ethanol (ALTO) | 0.0 | $23.000000 | 4.00 | 5.75 |
|
|
| At&t (T) | 0.0 | $0 | 0 | 0.00 |
|
|
| United Rentals (URI) | 0.0 | $0 | 0 | 0.00 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $0 | 0 | 0.00 |
|
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $0 | 0 | 0.00 |
|
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $0 | 0 | 0.00 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $0 | 0 | 0.00 |
|
|
| Ishares Tr Self Drivng Ev (IDRV) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Financial Life Planners
SEC 13F filings are viewable for Financial Life Planners going back to 2024
- Financial Life Planners 2026 Q2 filed July 21, 2026
- Financial Life Planners 2026 Q1 filed April 24, 2026
- 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