Financial Life Planners

Financial Life Planners as of Dec. 31, 2025

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 52k 614.31
Ishares Trcore S&p500 Etf Etf (IVV) 20.6 $29M 42k 684.94
NVIDIA Corporation (NVDA) 10.4 $14M 77k 186.50
Apple (AAPL) 4.9 $6.8M 25k 271.87
Palantir Technologies (PLTR) 3.8 $5.2M 30k 177.75
Robinhood Mkts (HOOD) 3.4 $4.7M 41k 113.10
Microsoft Corporation (MSFT) 3.1 $4.3M 8.8k 483.62
Berkshire Hathaway (BRK.B) 2.7 $3.7M 7.5k 502.66
Vanguard World Fdmega Grwth Ind Etf (MGK) 2.1 $3.0M 7.2k 412.74
Ark Etf Trblockchain & Fin Etf (ARKF) 1.9 $2.7M 56k 47.63
Axon Enterprise (AXON) 1.9 $2.7M 4.7k 567.97
Costco Wholesale Corporation (COST) 1.7 $2.4M 2.8k 862.46
Spdr S&p Midcap 400 Etf Trutser1 S&pdcrp Etf (MDY) 1.7 $2.3M 3.9k 603.27
Spdr S&p 500 Etf Trtr Unit Etf (SPY) 1.5 $2.0M 3.0k 681.96
Amazon (AMZN) 1.4 $2.0M 8.7k 230.83
Wisdomtree Bitcoin Fdshs Ben Int Etf (BTCW) 1.0 $1.5M 16k 92.68
Spdr Dow Jones Indl Averageut Ser 1 Etf (DIA) 1.0 $1.4M 2.9k 480.62
Invesco Exch Trd Slf Idx Fdinvsco Blsh 28 Etf (BSCS) 0.8 $1.1M 54k 20.60
Facebook Inc cl a (META) 0.6 $803k 1.2k 660.06
Netflix (NFLX) 0.6 $794k 8.5k 93.76
Vanguard Specialized Fundsdiv App Etf Etf (VIG) 0.6 $783k 3.6k 219.76
Tesla Motors (TSLA) 0.5 $688k 1.5k 449.59
Goldman Sachs (GS) 0.5 $673k 765.00 879.48
Bank of America Corporation (BAC) 0.5 $660k 12k 55.00
Ishares Trrus 1000 Grw Etf Etf (IWF) 0.5 $658k 1.4k 473.19
Invesco Exch Trd Slf Idx Fdbulshs 2026 Cb Etf (BSCQ) 0.5 $641k 33k 19.57
Select Sector Spdr Trstate Street Fin Etf (XLF) 0.5 $636k 12k 54.77
Raytheon Technologies Corp (RTX) 0.4 $624k 3.4k 183.41
Broadcom (AVGO) 0.4 $605k 1.7k 346.06
Howmet Aerospace (HWM) 0.4 $558k 2.7k 205.01
Visa (V) 0.4 $508k 1.4k 350.70
Spdr Series Truststate Street Spd Etf (SPYM) 0.3 $471k 5.9k 80.22
NRG Energy (NRG) 0.3 $470k 3.0k 159.24
Vanguard Index Fdsgrowth Etf Etf (VUG) 0.3 $464k 951.00 487.74
salesforce (CRM) 0.3 $455k 1.7k 264.98
Vanguard Index Fdss&p 500 Etf Etf (VOO) 0.3 $439k 700.00 627.15
Ishares Trrussell 2000 Etf Etf (IWM) 0.3 $431k 1.8k 246.18
Ishares Trcore S&p Mcp Etf Etf (IJH) 0.3 $410k 6.2k 66.00
First Tr Exchng Traded Fd Vift Vest Us Eqt Etf (FOCT) 0.3 $404k 8.2k 48.99
Vanguard Scottsdale Fdsvng Rus1000val Etf (VONV) 0.3 $401k 4.3k 92.29
Invesco Exch Trd Slf Idx Fdbulshs 2027 Cb Etf (BSCR) 0.3 $396k 20k 19.74
Alphabet Inc Class C cs (GOOG) 0.3 $396k 1.3k 313.78
Ishares Silver Trishares Etf (SLV) 0.3 $379k 5.9k 64.42
Vanguard Index Fdsreal Estate Etf Etf (VNQ) 0.3 $371k 4.2k 88.50
Ishares Trrus 1000 Val Etf Etf (IWD) 0.3 $360k 1.7k 210.37
Vistra Energy (VST) 0.2 $320k 2.0k 161.35
JPMorgan Chase & Co. (JPM) 0.2 $294k 912.00 322.38
Oracle Corporation (ORCL) 0.2 $281k 1.4k 194.87
Servicenow (NOW) 0.2 $279k 1.8k 153.19
General Electric (GE) 0.2 $271k 878.00 308.20
Alphabet Inc Class A cs (GOOGL) 0.2 $270k 863.00 313.09
Cigna Corp (CI) 0.2 $245k 891.00 275.18
Exxon Mobil Corporation (XOM) 0.2 $235k 2.0k 120.34
Taiwan Semiconductor Mfg (TSM) 0.2 $231k 760.00 303.96
Ishares Trs&p Mc 400gr Etf Etf (IJK) 0.2 $228k 2.4k 96.86
Ishares Trexpanded Tech Etf (IGV) 0.2 $228k 2.2k 105.71
International Business Machines (IBM) 0.2 $221k 745.00 296.11
Proshares Trpshs Ultra Qqq Etf (QLD) 0.2 $218k 3.1k 70.41
Applovin Corp Class A (APP) 0.2 $217k 322.00 673.82
Ishares Trs&p Sml 600 Gwt Etf (IJT) 0.2 $210k 1.5k 141.20
D.R. Horton (DHI) 0.1 $202k 1.4k 143.99