Financial Life Planners - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Financial Life Planners held in its portfolio 61 assets valued at $139,306,098 (i.e. $139.31M).
The most valuable assets in the portfolio included: INVESCO QQQ TRUNIT SER 1 ($32.01M), ISHARES TRCORE S&P500 ETF ($28.72M), and NVIDIA CORPORATIONCOM ($14.42M).
The chart below shows the top 10 valuable assets, and the table below shows the top 61 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Financial Life Planners - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO QQQ TRUNIT SER 1 | 52111 | 32012126 | ETF |
| ISHARES TRCORE S&P500 ETF | 41934 | 28722404 | ETF |
| NVIDIA CORPORATIONCOM | 77337 | 14423369 | COM |
| APPLE INCCOM | 24876 | 6762928 | COM |
| PALANTIR TECHNOLOGIES INCCL A | 29513 | 5245907 | COM |
| ROBINHOOD MKTS INCCOM CL A | 41395 | 4681783 | COM |
| MICROSOFT CORPCOM | 8812 | 4261635 | COM |
| BERKSHIRE HATHAWAY INC DELCL B NEW | 7454 | 3746833 | COM |
| VANGUARD WORLD FDMEGA GRWTH IND | 7227 | 2982902 | ETF |
| ARK ETF TRBLOCKCHAIN & FIN | 56084 | 2671304 | ETF |
| AXON ENTERPRISE INCCOM | 4677 | 2656396 | COM |
| COSTCO WHSL CORP NEWCOM | 2761 | 2381241 | COM |
| SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP | 3881 | 2341278 | ETF |
| SPDR S&P 500 ETF TRTR UNIT | 2969 | 2024748 | ETF |
| AMAZON COM INCCOM | 8718 | 2012386 | COM |
| WISDOMTREE BITCOIN FDSHS BEN INT | 15712 | 1456143 | ETF |
| SPDR DOW JONES INDL AVERAGEUT SER 1 | 2882 | 1385135 | ETF |
| INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 28 | 53999 | 1112389 | ETF |
| META PLATFORMS INCCL A | 1216 | 802631 | COM |
| NETFLIX INCCOM | 8469 | 794016 | COM |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | 3562 | 782771 | ETF |
| TESLA INCCOM | 1530 | 687880 | COM |
| GOLDMAN SACHS GROUP INCCOM | 765 | 672802 | COM |
| BANK AMERICA CORPCOM | 11997 | 659849 | COM |
| ISHARES TRRUS 1000 GRW ETF | 1390 | 657737 | ETF |
| INVESCO EXCH TRD SLF IDX FDBULSHS 2026 CB | 32726 | 640603 | ETF |
| SELECT SECTOR SPDR TRSTATE STREET FIN | 11620 | 636423 | ETF |
| RTX CORPORATIONCOM | 3401 | 623781 | COM |
| BROADCOM INCCOM | 1749 | 605256 | COM |
| HOWMET AEROSPACE INCCOM | 2723 | 558238 | COM |
| VISA INCCOM CL A | 1447 | 507463 | COM |
| SPDR SERIES TRUSTSTATE STREET SPD | 5865 | 470469 | ETF |
| NRG ENERGY INCCOM NEW | 2954 | 470391 | COM |
| VANGUARD INDEX FDSGROWTH ETF | 951 | 463840 | ETF |
| SALESFORCE INCCOM | 1717 | 454966 | COM |
| VANGUARD INDEX FDSS&P 500 ETF SHS | 700 | 439007 | ETF |
| ISHARES TRRUSSELL 2000 ETF | 1752 | 431316 | ETF |
| ISHARES TRCORE S&P MCP ETF | 6217 | 410342 | ETF |
| FIRST TR EXCHNG TRADED FD VIFT VEST US EQT | 8249 | 404106 | ETF |
| VANGUARD SCOTTSDALE FDSVNG RUS1000VAL | 4340 | 400559 | ETF |
| INVESCO EXCH TRD SLF IDX FDBULSHS 2027 CB | 20059 | 395969 | ETF |
| ALPHABET INCCAP STK CL C | 1261 | 395674 | COM |
| ISHARES SILVER TRISHARES | 5876 | 378532 | ETF |
| VANGUARD INDEX FDSREAL ESTATE ETF | 4189 | 370718 | ETF |
| ISHARES TRRUS 1000 VAL ETF | 1713 | 360360 | ETF |
| VISTRA CORPCOM | 1986 | 320438 | COM |
| JPMORGAN CHASE & CO.COM | 912 | 294014 | COM |
| ORACLE CORPCOM | 1442 | 281007 | COM |
| SERVICENOW INCCOM | 1820 | 278806 | COM |
| GE AEROSPACECOM NEW | 878 | 270597 | COM |
| ALPHABET INCCAP STK CL A | 863 | 270198 | COM |
| THE CIGNA GROUPCOM | 891 | 245187 | COM |
| EXXON MOBIL CORPCOM | 1950 | 234654 | COM |
| TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS | 760 | 231012 | COM |
| ISHARES TRS&P MC 400GR ETF | 2354 | 228012 | ETF |
| ISHARES TREXPANDED TECH | 2156 | 227914 | ETF |
| INTERNATIONAL BUSINESS MACHSCOM | 745 | 220599 | COM |
| PROSHARES TRPSHS ULTRA QQQ | 3094 | 217833 | ETF |
| APPLOVIN CORPCOM CL A | 322 | 216971 | COM |
| ISHARES TRS&P SML 600 GWT | 1490 | 210383 | ETF |
| D R HORTON INCCOM | 1402 | 201867 | COM |
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