Financial Life Planners
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Financial Life Planners reported 332 stock positions worth $155.6 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 25.2% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 21.1%) and Nvidia (NVDA, 9.9%). Compared with Q1 2026, it opened 4 new positions, sold out of 33, added to 147 and reduced 39. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +3%) and the biggest sale Palantir Technologies Class A (PLTR, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- TEMPE, AZ
- CIK
- 0002053368
- Portfolio Value
- $155.6M (Q2 2026)
- SEC Filing
- 0002053368-26-000003 ↗ filed Jul 21, 2026
Holdings Value
Holdings 332 stocks · $155.6M
| QQQ Invesco QQQ Trust Series 1 | 25.23% | 53,324 | $39.3M | Add +2.6% |
| IVV iShares Core S&P 500 ETF | 21.12% | 43,893 | $32.9M | Add +4.2% |
| NVDA Nvidia Corp. | 9.94% | 77,281 | $15.5M | Add +1.0% |
| AAPL Apple Inc. | 4.48% | 24,068 | $7.0M | Reduce -2.0% |
| HOOD Robinhood Markets Inc. Class A | 2.45% | 37,995 | $3.8M | Reduce -7.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.31% | 7,182 | $3.6M | Reduce -2.7% |
| MSFT Microsoft Corp. | 2.00% | 8,344 | $3.1M | Reduce -3.0% |
| PLTR Palantir Technologies Inc. Class A | 1.93% | 25,680 | $3.0M | Reduce -11.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.83% | 32,345 | $2.8M | Reduce -0.8% |
| MDY State Street SPDR S&P Midcap | 1.70% | 3,755 | $2.6M | Reduce -1.4% |
| COST Costco Wholesale Corp. | 1.63% | 2,715 | $2.5M | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.41% | 2,931 | $2.2M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 1.34% | 8,752 | $2.1M | Add +2.0% |
| IWM iShares Russell 2000 ETF | 1.04% | 5,363 | $1.6M | Add +166.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.91% | 2,700 | $1.4M | Reduce -0.1% |
| GS Goldman Sachs Group Inc. | 0.70% | 1,084 | $1.1M | Add +38.4% |
| HWM Howmet Aerospace Inc. | 0.68% | 3,949 | $1.1M | Add +41.5% |
| AVGO Broadcom Inc. | 0.65% | 2,657 | $1.0M | Add +53.0% |
| BSCS Invesco Bulletshares 2028 CB | 0.63% | 47,815 | $974K | Reduce -8.7% |
| BTCW Wisdomtree Bitcoin Fund | 0.62% | 15,628 | $969K | Add +0.2% |
| XBI SS SPDR S&P Biotech ETF | 0.53% | 5,246 | $830K | Add +2422.1% |
| CAT Caterpillar Inc. | 0.51% | 747 | $796K | Add +291.1% |
| IWF iShares Russell 1000 Growth | 0.48% | 5,970 | $741K | Add +7.3% |
| VIG Vanguard Dividend Apprec ETF | 0.46% | 3,010 | $712K | Add +0.4% |
| BAC Bank of America Corp. | 0.44% | 12,115 | $690K | Add +0.4% |
| BSCQ Invesco Bulletshares 2026 CB | 0.42% | 33,393 | $652K | Add +1.0% |
| RTX RTX Corp. | 0.42% | 3,426 | $650K | Add +0.4% |
| TSLA Tesla Inc. | 0.41% | 1,509 | $635K | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.41% | 1,126 | $634K | Reduce -5.1% |
| GOOG Alphabet Inc. Class C | 0.37% | 1,621 | $573K | Add +39.5% |
| VOO Vanguard S&P 500 ETF | 0.35% | 799 | $549K | Add +14.0% |
| GEV GE Vernova Inc. | 0.33% | 443 | $520K | Add +88.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.31% | 5,622 | $484K | Reduce -1.6% |
| AMD Advanced Micro Devices | 0.31% | 820 | $476K | No change |
| XLF SS Financial Select Sector | 0.29% | 8,559 | $459K | Reduce -25.4% |
| VONV Vanguard Russell 1000 Value | 0.29% | 4,292 | $456K | Reduce -1.5% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 5,893 | $454K | Reduce -3.2% |
| FOCT FT Vest U.S. Equity Buffer E | 0.28% | 8,249 | $431K | No change |
| GOOGL Alphabet Inc. Class A | 0.27% | 1,184 | $423K | Add +37.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 859 | $410K | Add +9.3% |
| VNQ Vanguard Real Estate ETF | 0.26% | 4,235 | $408K | Add +0.1% |
| IWD iShares Russell 1000 Value E | 0.26% | 1,643 | $398K | Add +0.3% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.25% | 7,422 | $392K | Add +1346.8% |
| ARM Arm Holdings PLC-ADR | 0.23% | 991 | $351K | No change |
| GE General Electric filed as GE AEROSPACE | 0.21% | 881 | $329K | Add +0.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.20% | 3,570 | $314K | Reduce -39.3% |
| NRG NRG Energy Inc. | 0.20% | 2,138 | $312K | Reduce -17.6% |
| QLD Proshares Ultra QQQ | 0.19% | 3,096 | $300K | Add +0.1% |
| BSCR Invesco Bulletshares 2027 CB | 0.18% | 14,676 | $288K | Reduce -20.9% |
| IJT iShares S&P Small-Cap 600 GR | 0.18% | 1,583 | $283K | Add +6.1% |
| JPM JPMorgan Chase & Co. | 0.18% | 859 | $281K | Add +0.5% |
| SLV iShares Silver Trust | 0.18% | 5,160 | $276K | No change |
| XOM Exxon Mobil Corp. | 0.18% | 1,997 | $273K | Add +1.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.17% | 2,260 | $266K | Reduce -4.1% |
| CI The Cigna Group | 0.16% | 901 | $248K | Add +0.6% |
| DHI D.R. Horton Inc. | 0.15% | 1,404 | $229K | Add +0.1% |
| IWO iShares Russell 2000 Growth | 0.15% | 576 | $227K | Add +0.2% |
| ORCL Oracle Corp. | 0.14% | 1,450 | $212K | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 754 | $212K | Add +0.5% |
| LLY Eli Lilly & Co. | 0.14% | 176 | $211K | No change |
| CARR Carrier Global Corp. | 0.13% | 2,706 | $199K | Add +0.4% |
| MS Morgan Stanley | 0.12% | 915 | $191K | Add +0.6% |
| SSO Proshares Ultra S&P500 | 0.12% | 2,786 | $188K | Add +0.1% |
| GLD SPDR Gold Shares | 0.12% | 500 | $184K | Add +2.7% |
| XLE SS Energy Select Sector | 0.11% | 3,305 | $176K | Reduce -1.9% |
| EFA iShares MSCI Eafe ETF | 0.11% | 1,677 | $174K | Add +1.6% |
| IYE iShares U.S. Energy ETF | 0.11% | 3,074 | $174K | Reduce -17.1% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 815 | $173K | Reduce -1.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.11% | 1,254 | $171K | Add +0.4% |
| APP AppLovin Corp. Class A | 0.11% | 322 | $166K | No change |
| NET Cloudflare Inc. Class A | 0.11% | 670 | $164K | No change |
| IWB iShares Russell 1000 ETF | 0.10% | 385 | $158K | No change |
| AMAT Applied Materials Inc. | 0.10% | 214 | $155K | No change |
| PM Philip Morris International | 0.10% | 840 | $152K | Add +1.0% |
| WMT Walmart Inc. | 0.10% | 1,328 | $150K | Add +0.5% |
| SRCE 1ST Source Corp. | 0.09% | 1,791 | $146K | Reduce -37.2% |
| DVY iShares Select Dividend ETF | 0.09% | 894 | $140K | Add +0.8% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.08% | 1,567 | $130K | Add +0.5% |
| XLK SS Technology Select Sector | 0.08% | 666 | $127K | Add +0.1% |
| IVE iShares S&P 500 Value ETF | 0.08% | 557 | $126K | Add +0.4% |
| AXON Axon Enterprise Inc. | 0.08% | 219 | $123K | Reduce -23.4% |
| MU Micron Technology Inc. | 0.08% | 106 | $122K | No change |
| TRV The Travelers Cos Inc. | 0.08% | 361 | $119K | Add +0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 785 | $119K | Add +0.3% |
| EW Edwards Lifesciences Corp. | 0.07% | 1,200 | $109K | No change |
| WFC Wells Fargo & Co. | 0.07% | 1,260 | $104K | Add +0.4% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 3,082 | $98K | Add +0.8% |
| UNH Unitedhealth Group Inc. | 0.06% | 229 | $95K | Add +0.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.06% | 632 | $93K | Add +0.3% |
| CRM Salesforce Inc. | 0.06% | 596 | $93K | Add +1.9% |
| IYY iShares Dow Jones U.S. ETF | 0.06% | 511 | $93K | Add +0.2% |
| HD Home Depot Inc. | 0.06% | 261 | $92K | Add +0.4% |
| INTC Intel Corp. | 0.06% | 659 | $92K | Add +17.9% |
| NOW ServiceNow Inc. | 0.06% | 921 | $91K | Reduce -14.7% |
| KO The Coca-Cola Co. | 0.06% | 1,119 | $91K | Add +0.1% |
| PH Parker Hannifin Corp. | 0.06% | 88 | $86K | Add +1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.05% | 350 | $85K | Add +6.7% |
| FIX Comfort Systems USA Inc. | 0.05% | 42 | $84K | No change |
| BA The Boeing Co. | 0.05% | 367 | $79K | No change |
| ETN Eaton Corp. PLC | 0.05% | 181 | $77K | Add +24.8% |
Lines left out (7) · $373 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| WELL Welltower Inc. | COM | 0 | $98 |
| XLI SS Industrial Select Sector | ST STR INDL ETF | 0 | $87 |
| APH Amphenol Corp. Class A | CL A | 0 | $72 |
| URI United Rentals Inc. | COM | 0 | $51 |
| IYJ iShares U.S. Industrials ETF | US INDUSTRIALS | 0 | $42 |
| IDRV iShares Self-Driving Ev&tech | SELF DRIVNG EV | 0 | $16 |
| T AT&T Inc. | COM | 0 | $7 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $155.6M.
Portfolio Sells Q1 2026 → Q2 2026
| PLTR Palantir Technologies Inc. Class A | Reduce -11.0% | 1.93% | −1.31 |
| MSFT Microsoft Corp. | Reduce -3.0% | 2.00% | −0.44 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.7% | 2.31% | −0.40 |
| AAPL Apple Inc. | Reduce -2.0% | 4.48% | −0.30 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -8.7% | 0.63% | −0.19 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -39.3% | 0.20% | −0.14 |
| XLF SS Financial Select Sector | Reduce -25.4% | 0.29% | −0.14 |
| META Meta Platforms Inc. Class A | Reduce -5.1% | 0.41% | −0.11 |
| MDY State Street SPDR S&P Midcap | Reduce -1.4% | 1.70% | −0.10 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -20.9% | 0.18% | −0.09 |
| NRG NRG Energy Inc. | Reduce -17.6% | 0.20% | −0.09 |
| IYE iShares U.S. Energy ETF | Reduce -17.1% | 0.11% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 1.41% | −0.06 |
| SRCE 1ST Source Corp. | Reduce -37.2% | 0.09% | −0.06 |
| PKST Peakstone Realty Trust | Sold out | 0.00% | −0.05 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.1% | 0.91% | −0.05 |
| FSK FS KKR Capital Corp. | Reduce -74.8% | 0.01% | −0.05 |
| XLE SS Energy Select Sector | Reduce -1.9% | 0.11% | −0.05 |
| ACN Accenture PLC Class A | Reduce -9.7% | 0.03% | −0.03 |
| NOW ServiceNow Inc. | Reduce -14.7% | 0.06% | −0.03 |
| UFEB Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.03 |
| TSLA Tesla Inc. | Reduce -0.6% | 0.41% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.2% | 0.29% | −0.02 |
| PTIR Graniteshares 2X PLTR ETF | Reduce -9.8% | 0.02% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -4.6% | 0.05% | −0.02 |
| VONV Vanguard Russell 1000 Value | Reduce -1.5% | 0.29% | −0.02 |
| LOPE Grand Canyon Education Inc. | Reduce -38.6% | 0.01% | −0.01 |
| AXON Axon Enterprise Inc. | Reduce -23.4% | 0.08% | −0.01 |
| V Visa Inc. Class A | Reduce -27.2% | 0.03% | −0.01 |
| XSW SS SPDR S&P Soft & Serv ETF | Sold out | 0.00% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -4.1% | 0.17% | −0.01 |
| CGUS Cap Group Core Equity | Sold out | 0.00% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.3% | 0.11% | −0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.8% | 1.83% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Sold out | 0.00% | −0.01 |
| CGCB Cap Group Core Bond | Sold out | 0.00% | −0.01 |
| BLOK Amplify Blockchain Tech ETF | Sold out | 0.00% | −0.01 |
| COIN Coinbase Global Inc. Class A | Reduce -65.3% | 0.00% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.6% | 0.31% | −0.01 |
| CGDV Cap Group Dividend Value | Sold out | 0.00% | −0.01 |
| SPGI S&P Global Inc. | Reduce -30.2% | 0.01% | −0.01 |
| NFXL Dirxn DLY NFLX Bull 2X-US Inc. | Sold out | 0.00% | −0.01 |
| NFLX Netflix Inc. | Reduce -0.5% | 0.01% | −0.01 |
| CGCP Cap Group Core Plus Income | Sold out | 0.00% | −0.01 |
| CGMM Cap Group Small and Mid Cap | Sold out | 0.00% | −0.00 |
| CGGR Cap Group Growth Equity | Sold out | 0.00% | −0.00 |
| CGIE Cap Group Intl Equity | Sold out | 0.00% | −0.00 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -7.3% | 0.05% | −0.00 |
| CGMS Cap Group US Multi-Sect Bond | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +2.6% | 25.23% | +2.24 |
| IWM iShares Russell 2000 ETF | Add +166.3% | 1.04% | +0.65 |
| XBI SS SPDR S&P Biotech ETF | Add +2422.1% | 0.53% | +0.51 |
| CAT Caterpillar Inc. | Add +291.1% | 0.51% | +0.41 |
| AVGO Broadcom Inc. | Add +53.0% | 0.65% | +0.23 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +1346.8% | 0.25% | +0.23 |
| GS Goldman Sachs Group Inc. | Add +38.4% | 0.70% | +0.20 |
| HWM Howmet Aerospace Inc. | Add +41.5% | 0.68% | +0.19 |
| GEV GE Vernova Inc. | Add +88.5% | 0.33% | +0.18 |
| GOOG Alphabet Inc. Class C | Add +39.5% | 0.37% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +37.0% | 0.27% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +9.3% | 0.26% | +0.06 |
| QLD Proshares Ultra QQQ | Add +0.1% | 0.19% | +0.05 |
| INTC Intel Corp. | Add +17.9% | 0.06% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +4.2% | 21.12% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +14.0% | 0.35% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +766.7% | 0.02% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +7.3% | 0.48% | +0.02 |
| GE General Electric | Add +0.1% | 0.21% | +0.02 |
| SPCX Space Exploration Techn Class A | New | 0.02% | +0.02 |
| IJT iShares S&P Small-Cap 600 GR | Add +6.1% | 0.18% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +0.9% | 0.06% | +0.01 |
| XLK SS Technology Select Sector | Add +0.1% | 0.08% | +0.01 |
| CARR Carrier Global Corp. | Add +0.4% | 0.13% | +0.01 |
| SSO Proshares Ultra S&P500 | Add +0.1% | 0.12% | +0.01 |
| ETN Eaton Corp. PLC | Add +24.8% | 0.05% | +0.01 |
| MS Morgan Stanley | Add +0.6% | 0.12% | +0.01 |
| CVS CVS Health Corp. | Add +0.6% | 0.04% | +0.01 |
| IWO iShares Russell 2000 Growth | Add +0.2% | 0.15% | +0.01 |
| VXUS Vanguard Total Intl Stock | New | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.3% | 0.03% | +0.01 |
| RPG Invesco S&P 500 Pure Growth | Add +0.1% | 0.04% | +0.00 |
| BNY Bank of New York Mellon Corp. | New | 0.00% | +0.00 |
| CLS Celestica Inc. | Add +21.1% | 0.02% | +0.00 |
| ENB Enbridge Inc. | New | 0.00% | +0.00 |
| MCHP Microchip Technology Inc. | Add +0.6% | 0.02% | +0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +2.3% | 0.02% | +0.00 |
| ADI Analog Devices Inc. | Add +0.6% | 0.04% | +0.00 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +0.5% | 0.08% | +0.00 |
| RDIV Invesco S&P Ultra Dividend | Add +48.4% | 0.01% | +0.00 |
| LUV Southwest Airlines Co. | Add +0.3% | 0.01% | +0.00 |
| NUE Nucor Corp. | Add +1.3% | 0.01% | +0.00 |
| RR Richtech Robotics Inc. Class B | Add +50.0% | 0.00% | +0.00 |
| AAPU Direxion Daily Aapl Bull 2X | Add +0.1% | 0.02% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +1.8% | 0.00% | +0.00 |
| QQQM Invesco Nasdaq 100 ETF | Add +100.0% | 0.00% | +0.00 |
| IUSG iShares Core S&P U.S. Growth | Add +0.6% | 0.02% | +0.00 |
| MET Metlife Inc. | Add +0.9% | 0.01% | +0.00 |
| SPG Simon Property Group Inc. | Add +1.6% | 0.01% | +0.00 |
| PNC PNC Financial Services Group | Add +0.7% | 0.02% | 0.00 |
Notes & Other Activity Q1 2026 → Q2 2026
| URI United Rentals Inc. | COM | Reduce -100.0% | 0 | $51 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 332 | $155.6M | QQQ, IVV, NVDA, AAPL, HOOD |
| Q1 2026 | 361 | $130.4M | QQQ, IVV, NVDA, AAPL, PLTR |
| Q4 2025 | 61 | $139.3M | QQQ, IVV, NVDA, AAPL, PLTR |
| Q3 2025 | 357 | $148.8M | QQQ, IVV, NVDA, AAPL, HOOD |
| Q2 2025 | 54 | $122.9M | QQQ, IVV, NVDA, AAPL, MSFT |
| Q1 2025 | 83 | $102.7M | QQQ, IVV, NVDA, AAPL, MSFT |
| Q4 2024 | 399 | $119.3M | QQQ, IVV, NVDA, AAPL, MSFT |