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Financial Life Planners 13F holdings

Filed 2026-07-21 · Financial Life Planners · 339 positions · $155.6M

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TickerCompanySharesValue% of portfolio
QQQINVESCO QQQ TR53.3K$39.3M25.2%
IVVISHARES TR43.9K$32.9M21.1%
NVDANVIDIA CORPORATION77.3K$15.5M9.9%
AAPLAPPLE INC24.1K$7.0M4.5%
HOODROBINHOOD MKTS INC38.0K$3.8M2.4%
BRK-BBERKSHIRE HATHAWAY INC DEL7.2K$3.6M2.3%
MSFTMICROSOFT CORP8.3K$3.1M2.0%
PLTRPALANTIR TECHNOLOGIES INC25.7K$3.0M1.9%
MGKVANGUARD WORLD FD32.3K$2.8M1.8%
MDYSTATE STR SPDR S&P MIDCAP 403.8K$2.6M1.7%
COSTCOSTCO WHOLESALE CORPORATION2.7K$2.5M1.6%
SPYSTATE STR SPDR S&P 500 ETF T2.9K$2.2M1.4%
AMZNAMAZON COM INC8.8K$2.1M1.3%
IWMISHARES TR5.4K$1.6M1.0%
DIASTATE STR SPDR DOW JONES IND2.7K$1.4M0.9%
GSGOLDMAN SACHS GROUP INC1.1K$1.1M0.7%
HWMHOWMET AEROSPACE INC3.9K$1.1M0.7%
AVGOBROADCOM INC2.7K$1.0M0.6%
BSCSINVESCO EXCH TRD SLF IDX FD47.8K$973,7510.6%
—WISDOMTREE BITCOIN FD15.6K$968,9060.6%
XNTKSPDR SERIES TRUST5.2K$830,1600.5%
CATCATERPILLAR INC747$795,8980.5%
IWFISHARES TR6.0K$741,2830.5%
VIGVANGUARD SPECIALIZED FUNDS3.0K$712,2970.5%
BACBANK OF AMER CORP12.1K$690,3220.4%
BSCQINVESCO EXCH TRD SLF IDX FD33.4K$652,0040.4%
RTXRTX CORPORATION3.4K$650,0740.4%
TSLATESLA INC1.5K$634,6710.4%
METAMETA PLATFORMS INC1.1K$634,2590.4%
GOOGALPHABET INC1.6K$572,8720.4%
VOOVANGUARD INDEX FDS799$548,8220.4%
GEVGE VERNOVA INC443$520,1120.3%
VUGVANGUARD INDEX FDS5.6K$484,2940.3%
AMDADVANCED MICRO DEVICES INC820$476,3470.3%
XLFSELECT SECTOR SPDR TR8.6K$458,8330.3%
VONVVANGUARD SCOTTSDALE FDS4.3K$456,2980.3%
IJHISHARES TR5.9K$454,4240.3%
FOCTFIRST TR EXCHNG TRADED FD VI8.2K$431,3270.3%
GOOGLALPHABET INC1.2K$423,2940.3%
TSMTAIWAN SEMICONDUCTOR MANUFAC859$410,2600.3%
VNQVANGUARD INDEX FDS4.2K$408,3600.3%
IWDISHARES TR1.6K$398,3320.3%
FNDFSCHWAB STRATEGIC TR7.4K$391,6050.3%
ARMARM HOLDINGS PLC991$351,2110.2%
GEGE AEROSPACE881$329,2570.2%
SPYMSPDR SERIES TRUST3.6K$313,7160.2%
NRGNRG ENERGY INC2.1K$312,2500.2%
QLDPROSHARES TR3.1K$299,5690.2%
BSCRINVESCO EXCH TRD SLF IDX FD14.7K$287,8760.2%
IJTISHARES TR1.6K$282,7090.2%
JPMJPMORGAN CHASE & CO859$281,1090.2%
SLVISHARES SILVER TR5.2K$275,9130.2%
EXMOCEXXON MOBIL CORP2.0K$272,9900.2%
IJKISHARES TR2.3K$265,5000.2%
CITHE CIGNA GROUP901$248,3740.2%
DHID R HORTON INC1.4K$228,6700.1%
IWOISHARES TR576$226,7330.1%
ORCLORACLE CORP1.4K$212,4730.1%
IBMINTERNATIONAL BUSINESS MACHS754$212,0900.1%
LLYELI LILLY & CO176$211,4120.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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