Financial Life Planners
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Financial Life Planners reported 399 stock positions worth $119.3 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 19.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 18.1%) and Nvidia (NVDA, 9.4%).
- Most Recent 13F
- Q2 2026
- Location
- TEMPE, AZ
- CIK
- 0002053368
- Portfolio Value
- $119.3M (Q4 2024)
- SEC Filing
- 0002053368-25-000001 ↗ filed Jan 24, 2025
Holdings Value
Holdings 399 stocks · $119.3M
| QQQ Invesco QQQ Trust Series 1 | 19.80% | 46,201 | $23.6M | — |
| IVV iShares Core S&P 500 ETF | 18.08% | 36,634 | $21.6M | — |
| NVDA Nvidia Corp. | 9.43% | 83,790 | $11.3M | — |
| AAPL Apple Inc. | 6.04% | 28,790 | $7.2M | — |
| MSFT Microsoft Corp. | 5.27% | 14,891 | $6.3M | — |
| IWM iShares Russell 2000 ETF | 2.74% | 14,765 | $3.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.69% | 7,067 | $3.2M | — |
| MDY State Street SPDR S&P Midcap | 2.55% | 5,337 | $3.0M | — |
| EFA iShares MSCI Eafe ETF | 2.42% | 38,258 | $2.9M | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.05% | 7,114 | $2.4M | — |
| COST Costco Wholesale Corp. | 1.89% | 2,469 | $2.3M | — |
| AMZN Amazon.com Inc. | 1.64% | 8,894 | $2.0M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.59% | 3,228 | $1.9M | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.28% | 3,587 | $1.5M | — |
| BSCS Invesco Bulletshares 2028 CB | 0.98% | 58,359 | $1.2M | — |
| LLY Eli Lilly & Co. | 0.97% | 1,502 | $1.2M | — |
| BSCP Invesco Bulletshares 2025 CB | 0.62% | 36,012 | $744K | — |
| TSLA Tesla Inc. | 0.59% | 1,736 | $701K | — |
| VIG Vanguard Dividend Apprec ETF | 0.55% | 3,322 | $651K | — |
| BSCQ Invesco Bulletshares 2026 CB | 0.54% | 33,022 | $642K | — |
| CRM Salesforce Inc. | 0.53% | 1,906 | $638K | — |
| IWF iShares Russell 1000 Growth | 0.48% | 1,432 | $575K | — |
| GOOGL Alphabet Inc. Class A | 0.48% | 3,005 | $571K | — |
| VNQ Vanguard Real Estate ETF | 0.48% | 6,373 | $568K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.47% | 12,738 | $560K | — |
| META Meta Platforms Inc. Class A | 0.44% | 902 | $529K | — |
| IJH iShares Core S&P Midcap ETF | 0.43% | 8,236 | $513K | — |
| AXON Axon Enterprise Inc. | 0.40% | 808 | $480K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.37% | 1,064 | $437K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.35% | 5,977 | $412K | — |
| VONV Vanguard Russell 1000 Value | 0.34% | 5,066 | $412K | — |
| BTCW Wisdomtree Bitcoin Fund | 0.34% | 4,131 | $408K | — |
| NOW ServiceNow Inc. | 0.34% | 379 | $402K | — |
| RTX RTX Corp. | 0.33% | 3,358 | $389K | — |
| UPRO Proshares Ultrapro S&P 500 | 0.32% | 4,348 | $385K | — |
| BSCR Invesco Bulletshares 2027 CB | 0.31% | 19,271 | $375K | — |
| IWD iShares Russell 1000 Value E | 0.30% | 1,922 | $356K | — |
| FOCT FT Vest U.S. Equity Buffer E | 0.29% | 8,249 | $352K | — |
| XLF SS Financial Select Sector | 0.28% | 6,922 | $335K | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.27% | 3,574 | $325K | — |
| NFLX Netflix Inc. | 0.24% | 319 | $284K | — |
| VOO Vanguard S&P 500 ETF | 0.22% | 475 | $257K | — |
| CI The Cigna Group | 0.21% | 886 | $245K | — |
| ORCL Oracle Corp. | 0.20% | 1,452 | $242K | — |
| IJT iShares S&P Small-Cap 600 GR | 0.20% | 1,780 | $241K | — |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 1,280 | $224K | — |
| FSK FS KKR Capital Corp. | 0.17% | 9,478 | $206K | — |
| DHI D.R. Horton Inc. | 0.16% | 1,397 | $195K | — |
| NRG NRG Energy Inc. | 0.16% | 2,121 | $191K | — |
| HOOD Robinhood Markets Inc. Class A | 0.16% | 5,112 | $190K | — |
| IJS iShares S&P Small-Cap 600 Va | 0.15% | 1,685 | $183K | — |
| CARR Carrier Global Corp. | 0.15% | 2,680 | $183K | — |
| ACN Accenture PLC Class A | 0.15% | 509 | $179K | — |
| IYE iShares U.S. Energy ETF | 0.15% | 3,853 | $176K | — |
| IWO iShares Russell 2000 Growth | 0.14% | 602 | $173K | — |
| JPM JPMorgan Chase & Co. | 0.14% | 700 | $168K | — |
| XT Ishar Fture Exp Tech ETF-Usd | 0.14% | 2,746 | $164K | — |
| ARM Arm Holdings PLC-ADR | 0.12% | 1,194 | $147K | — |
| AMD Advanced Micro Devices | 0.12% | 1,206 | $146K | — |
| SLV iShares Silver Trust | 0.12% | 5,245 | $138K | — |
| UNH Unitedhealth Group Inc. | 0.11% | 264 | $133K | — |
| DHR Danaher Corp. | 0.11% | 564 | $130K | — |
| HD Home Depot Inc. | 0.11% | 325 | $127K | — |
| OTIS Otis Worldwide Corp. | 0.10% | 1,337 | $124K | — |
| IVE iShares S&P 500 Value ETF | 0.10% | 647 | $123K | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.10% | 980 | $122K | — |
| IWB iShares Russell 1000 ETF | 0.10% | 380 | $122K | — |
| WMT Walmart Inc. | 0.10% | 1,307 | $118K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.10% | 590 | $117K | — |
| XOM Exxon Mobil Corp. | 0.10% | 1,075 | $116K | — |
| MS Morgan Stanley | 0.09% | 882 | $111K | — |
| KO The Coca-Cola Co. | 0.09% | 1,651 | $103K | — |
| TDG Transdigm Group Inc. | 0.09% | 80 | $102K | — |
| IVW iShares S&P 500 Growth ETF | 0.09% | 999 | $101K | — |
| V Visa Inc. Class A | 0.08% | 298 | $94K | — |
| SCHB Schwab US Broad Market ETF | 0.08% | 4,139 | $94K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 771 | $93K | — |
| GE General Electric filed as GE AEROSPACE | 0.08% | 548 | $92K | — |
| GLD SPDR Gold Shares | 0.08% | 374 | $91K | — |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.07% | 760 | $89K | — |
| EW Edwards Lifesciences Corp. | 0.07% | 1,200 | $89K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 513 | $87K | — |
| WFC Wells Fargo & Co. | 0.07% | 1,233 | $87K | — |
| SCHH Schwab US REIT ETF | 0.07% | 4,109 | $87K | — |
| PM Philip Morris International | 0.07% | 715 | $86K | — |
| HWM Howmet Aerospace Inc. | 0.07% | 784 | $86K | — |
| DT Dynatrace Inc. | 0.07% | 1,533 | $83K | — |
| CAT Caterpillar Inc. | 0.07% | 228 | $83K | — |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.07% | 1,599 | $82K | — |
| XLE SS Energy Select Sector | 0.07% | 953 | $82K | — |
| TRV The Travelers Cos Inc. | 0.07% | 337 | $82K | — |
| ISRG Intuitive Surgical Inc. | 0.07% | 156 | $81K | — |
| NET Cloudflare Inc. Class A | 0.07% | 756 | $81K | — |
| FIX Comfort Systems USA Inc. | 0.07% | 190 | $81K | — |
| SCHD Schwab US DVD Equity ETF | 0.07% | 2,918 | $80K | — |
| PG The Procter & Gamble Co. | 0.06% | 441 | $74K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 329 | $73K | — |
| COIN Coinbase Global Inc. Class A | 0.06% | 276 | $69K | — |
| RWK Invesco S&P Midcap 400 Rev | 0.05% | 559 | $65K | — |
| BOTZ Global X Robotics & Artifici | 0.05% | 1,933 | $62K | — |
Lines left out (12) · $262 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| BDX Becton Dickinson and Co. | COM | 0 | $75 |
| ECL Ecolab Inc. | COM | 0 | $60 |
| AMGN Amgen Inc. | COM | 0 | $24 |
| CMS CMS Energy Corp. | COM | 0 | $24 |
| SWK Stanley Black & Decker Inc. | COM | 0 | $21 |
| BBWI Bath & Body Works Inc. | COM | 0 | $15 |
| C Citigroup Inc. | COM NEW | 0 | $15 |
| D Dominion Energy Inc. | COM | 0 | $11 |
| PFIG Invesco Fundamental Investme | FNDMNTL IG CRP | 0 | $6 |
| PPG PPG Industries Inc. | COM | 0 | $6 |
| XEL Xcel Energy Inc. | COM | 0 | $4 |
| GEHC GE Healthcare Technology | COMMON STOCK | 0 | $1 |
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: $119.3M.
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |