Financial Life Planners
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Financial Life Planners reported 83 stock positions worth $102.7 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 20.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 19.9%) and Nvidia (NVDA, 8.3%). Compared with Q4 2024, it opened 3 new positions, sold out of 319, added to 36 and reduced 37. The biggest buy was Apple (AAPL, shares +4%) and the biggest sale Nvidia (NVDA, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- TEMPE, AZ
- CIK
- 0002053368
- Portfolio Value
- $102.7M (Q1 2025)
- SEC Filing
- 0002053368-25-000002 ↗ filed Apr 23, 2025
Holdings Value
Holdings 83 stocks · $102.7M
| QQQ Invesco QQQ Trust Series 1 | 20.85% | 45,680 | $21.4M | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 19.95% | 36,475 | $20.5M | Reduce -0.4% |
| NVDA Nvidia Corp. | 8.28% | 78,475 | $8.5M | Reduce -6.3% |
| AAPL Apple Inc. | 6.48% | 29,974 | $6.7M | Add +4.1% |
| MSFT Microsoft Corp. | 4.90% | 13,413 | $5.0M | Reduce -9.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.61% | 6,960 | $3.7M | Reduce -1.5% |
| MDY State Street SPDR S&P Midcap | 2.60% | 5,000 | $2.7M | Reduce -6.3% |
| IWM iShares Russell 2000 ETF | 2.42% | 12,437 | $2.5M | Reduce -15.8% |
| COST Costco Wholesale Corp. | 2.25% | 2,443 | $2.3M | Reduce -1.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.14% | 7,120 | $2.2M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 1.90% | 23,839 | $1.9M | Reduce -37.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.71% | 3,141 | $1.8M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 1.58% | 8,530 | $1.6M | Reduce -4.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.49% | 3,657 | $1.5M | Add +1.9% |
| LLY Eli Lilly & Co. | 1.19% | 1,483 | $1.2M | Reduce -1.3% |
| BSCS Invesco Bulletshares 2028 CB | 1.08% | 54,705 | $1.1M | Reduce -6.3% |
| BSCP Invesco Bulletshares 2025 CB | 0.74% | 36,735 | $760K | Add +2.0% |
| XLF SS Financial Select Sector | 0.69% | 14,186 | $707K | Add +104.9% |
| META Meta Platforms Inc. Class A | 0.65% | 1,157 | $667K | Add +28.3% |
| BSCQ Invesco Bulletshares 2026 CB | 0.63% | 33,364 | $650K | Add +1.0% |
| VIG Vanguard Dividend Apprec ETF | 0.63% | 3,338 | $648K | Add +0.5% |
| AXON Axon Enterprise Inc. | 0.59% | 1,146 | $603K | Add +41.8% |
| VNQ Vanguard Real Estate ETF | 0.51% | 5,771 | $523K | Reduce -9.4% |
| IWF iShares Russell 1000 Growth | 0.50% | 1,427 | $515K | Reduce -0.3% |
| CRM Salesforce Inc. | 0.50% | 1,902 | $510K | Reduce -0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.49% | 12,112 | $505K | Reduce -4.9% |
| IJH iShares Core S&P Midcap ETF | 0.46% | 8,067 | $471K | Reduce -2.0% |
| RTX RTX Corp. | 0.43% | 3,348 | $443K | Reduce -0.3% |
| TSLA Tesla Inc. | 0.43% | 1,711 | $443K | Reduce -1.4% |
| BTCW Wisdomtree Bitcoin Fund | 0.41% | 4,831 | $422K | Add +16.9% |
| VONV Vanguard Russell 1000 Value | 0.41% | 5,089 | $420K | Add +0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.38% | 1,066 | $395K | Add +0.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.38% | 5,977 | $393K | No change |
| IWD iShares Russell 1000 Value E | 0.38% | 2,063 | $388K | Add +7.3% |
| BSCR Invesco Bulletshares 2027 CB | 0.37% | 19,471 | $381K | Add +1.0% |
| VOO Vanguard S&P 500 ETF | 0.36% | 722 | $371K | Add +52.0% |
| FOCT FT Vest U.S. Equity Buffer E | 0.33% | 8,249 | $342K | No change |
| NOW ServiceNow Inc. | 0.32% | 417 | $332K | Add +10.0% |
| NFLX Netflix Inc. | 0.29% | 321 | $299K | Add +0.6% |
| CI The Cigna Group | 0.28% | 877 | $289K | Reduce -1.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.26% | 3,238 | $270K | Reduce -9.4% |
| GOOG Alphabet Inc. Class C | 0.25% | 1,665 | $260K | New |
| XOM Exxon Mobil Corp. | 0.22% | 1,898 | $226K | Add +76.6% |
| NRG NRG Energy Inc. | 0.22% | 2,362 | $226K | Add +11.4% |
| GS Goldman Sachs Group Inc. | 0.22% | 410 | $224K | Add +1608.3% |
| ORCL Oracle Corp. | 0.19% | 1,430 | $200K | Reduce -1.5% |
| FSK FS KKR Capital Corp. | 0.19% | 9,478 | $199K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.19% | 1,581 | $197K | Reduce -11.2% |
| JPM JPMorgan Chase & Co. | 0.19% | 794 | $195K | Add +13.4% |
| IYE iShares U.S. Energy ETF | 0.18% | 3,649 | $180K | Reduce -5.3% |
| GOOGL Alphabet Inc. Class A | 0.17% | 1,153 | $178K | Reduce -61.6% |
| DHI D.R. Horton Inc. | 0.17% | 1,398 | $178K | Add +0.1% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 1,025 | $177K | Reduce -19.9% |
| CARR Carrier Global Corp. | 0.17% | 2,689 | $170K | Add +0.3% |
| SRCE 1ST Source Corp. | 0.16% | 2,784 | $166K | Add +239.1% |
| SLV iShares Silver Trust | 0.16% | 5,245 | $163K | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.15% | 2,746 | $158K | No change |
| ACN Accenture PLC Class A | 0.15% | 505 | $157K | Reduce -0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 632 | $157K | Add +92.1% |
| IWO iShares Russell 2000 Growth | 0.15% | 602 | $154K | No change |
| IGV iShares Expanded Tech-Softwa | 0.15% | 1,726 | $154K | New |
| IJS iShares S&P Small-Cap 600 Va | 0.14% | 1,476 | $144K | Reduce -12.4% |
| HWM Howmet Aerospace Inc. | 0.14% | 1,107 | $144K | Add +41.2% |
| FBND Fidelity Total Bond ETF | 0.14% | 3,141 | $143K | New |
| OTIS Otis Worldwide Corp. | 0.13% | 1,342 | $139K | Add +0.4% |
| UNH Unitedhealth Group Inc. | 0.12% | 243 | $127K | Reduce -8.0% |
| XLE SS Energy Select Sector | 0.12% | 1,351 | $126K | Add +41.8% |
| ISRG Intuitive Surgical Inc. | 0.12% | 253 | $125K | Add +62.2% |
| IVE iShares S&P 500 Value ETF | 0.12% | 649 | $124K | Add +0.3% |
| IWB iShares Russell 1000 ETF | 0.11% | 381 | $117K | Add +0.3% |
| HD Home Depot Inc. | 0.11% | 316 | $116K | Reduce -2.8% |
| WMT Walmart Inc. | 0.11% | 1,311 | $115K | Add +0.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.11% | 941 | $113K | Reduce -4.0% |
| TDG Transdigm Group Inc. | 0.11% | 80 | $111K | No change |
| GE General Electric filed as GE AEROSPACE | 0.11% | 550 | $110K | Add +0.4% |
| DVY iShares Select Dividend ETF | 0.11% | 818 | $110K | Add +84.2% |
| PM Philip Morris International | 0.11% | 686 | $109K | Reduce -4.1% |
| ARM Arm Holdings PLC-ADR | 0.10% | 991 | $106K | Reduce -17.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.10% | 564 | $105K | Reduce -4.4% |
| PG The Procter & Gamble Co. | 0.10% | 611 | $104K | Add +38.5% |
| MS Morgan Stanley | 0.10% | 887 | $103K | Add +0.6% |
| V Visa Inc. Class A | 0.10% | 288 | $101K | Reduce -3.4% |
| KO The Coca-Cola Co. | 0.10% | 1,407 | $101K | Reduce -14.8% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -6.3% | 8.28% | −1.15 |
| EFA iShares MSCI Eafe ETF | Reduce -37.7% | 1.90% | −0.53 |
| MSFT Microsoft Corp. | Reduce -9.9% | 4.90% | −0.37 |
| UPRO Proshares Ultrapro S&P 500 | Sold out | 0.00% | −0.32 |
| IWM iShares Russell 2000 ETF | Reduce -15.8% | 2.42% | −0.32 |
| GOOGL Alphabet Inc. Class A | Reduce -61.6% | 0.17% | −0.30 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.16 |
| TSLA Tesla Inc. | Reduce -1.4% | 0.43% | −0.16 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.12 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.11 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.09 |
| SCHB Schwab US Broad Market ETF | Sold out | 0.00% | −0.08 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.08 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.08 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.07 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.07 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.07 |
| SCHH Schwab US REIT ETF | Sold out | 0.00% | −0.07 |
| DT Dynatrace Inc. | Sold out | 0.00% | −0.07 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.07 |
| NANR Sta STR SP S&P Nor An Res-Ui | Sold out | 0.00% | −0.07 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.07 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.07 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.07 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -4.1% | 1.58% | −0.06 |
| RWK Invesco S&P Midcap 400 Rev | Sold out | 0.00% | −0.05 |
| BOTZ Global X Robotics & Artifici | Sold out | 0.00% | −0.05 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.05 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.05 |
| IYK iShares US Consumer Staples | Sold out | 0.00% | −0.05 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.05 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.05 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.05 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.05 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.05 |
| MDYG SS SPDR S&P 400 MC GR ETF | Sold out | 0.00% | −0.05 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.05 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.05 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.04 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.04 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.04 |
| RSG Republic Services Inc. | Sold out | 0.00% | −0.04 |
| QLD Proshares Ultra QQQ | Sold out | 0.00% | −0.04 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.04 |
| BA The Boeing Co. | Sold out | 0.00% | −0.04 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| AAPL Apple Inc. | Add +4.1% | 6.48% | +0.44 |
| XLF SS Financial Select Sector | Add +104.9% | 0.69% | +0.41 |
| GOOG Alphabet Inc. Class C | New | 0.25% | +0.25 |
| DIA SS SPDR Dow Jones Indus Avg | Add +1.9% | 1.49% | +0.21 |
| GS Goldman Sachs Group Inc. | Add +1608.3% | 0.22% | +0.21 |
| META Meta Platforms Inc. Class A | Add +28.3% | 0.65% | +0.21 |
| AXON Axon Enterprise Inc. | Add +41.8% | 0.59% | +0.18 |
| IGV iShares Expanded Tech-Softwa | New | 0.15% | +0.15 |
| VOO Vanguard S&P 500 ETF | Add +52.0% | 0.36% | +0.15 |
| FBND Fidelity Total Bond ETF | New | 0.14% | +0.14 |
| XOM Exxon Mobil Corp. | Add +76.6% | 0.22% | +0.12 |
| SRCE 1ST Source Corp. | Add +239.1% | 0.16% | +0.12 |
| BSCP Invesco Bulletshares 2025 CB | Add +2.0% | 0.74% | +0.12 |
| BSCQ Invesco Bulletshares 2026 CB | Add +1.0% | 0.63% | +0.09 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.1% | 2.14% | +0.09 |
| IBM Intl Business Machines Corp. | Add +92.1% | 0.15% | +0.09 |
| VIG Vanguard Dividend Apprec ETF | Add +0.5% | 0.63% | +0.09 |
| IWD iShares Russell 1000 Value E | Add +7.3% | 0.38% | +0.08 |
| BTCW Wisdomtree Bitcoin Fund | Add +16.9% | 0.41% | +0.07 |
| HWM Howmet Aerospace Inc. | Add +41.2% | 0.14% | +0.07 |
| VONV Vanguard Russell 1000 Value | Add +0.5% | 0.41% | +0.06 |
| NRG NRG Energy Inc. | Add +11.4% | 0.22% | +0.06 |
| DVY iShares Select Dividend ETF | Add +84.2% | 0.11% | +0.06 |
| BSCR Invesco Bulletshares 2027 CB | Add +1.0% | 0.37% | +0.06 |
| XLE SS Energy Select Sector | Add +41.8% | 0.12% | +0.05 |
| ISRG Intuitive Surgical Inc. | Add +62.2% | 0.12% | +0.05 |
| NFLX Netflix Inc. | Add +0.6% | 0.29% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +13.4% | 0.19% | +0.05 |
| PG The Procter & Gamble Co. | Add +38.5% | 0.10% | +0.04 |
| OTIS Otis Worldwide Corp. | Add +0.4% | 0.13% | +0.03 |
| GE General Electric | Add +0.4% | 0.11% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.2% | 0.38% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +0.3% | 0.12% | +0.02 |
| WMT Walmart Inc. | Add +0.3% | 0.11% | +0.01 |
| CARR Carrier Global Corp. | Add +0.3% | 0.17% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +0.3% | 0.11% | +0.01 |
| DHI D.R. Horton Inc. | Add +0.1% | 0.17% | +0.01 |
| MS Morgan Stanley | Add +0.6% | 0.10% | +0.01 |
| NOW ServiceNow Inc. | Add +10.0% | 0.32% | −0.01 |
Notes & Other Activity Q4 2024 → Q1 2025
| BDX Becton Dickinson and Co. | COM | Sold out | 0 | $75before exit |
| ECL Ecolab Inc. | COM | Sold out | 0 | $60before exit |
| AMGN Amgen Inc. | COM | Sold out | 0 | $24before exit |
| CMS CMS Energy Corp. | COM | Sold out | 0 | $24before exit |
| SWK Stanley Black & Decker Inc. | COM | Sold out | 0 | $21before exit |
| BBWI Bath & Body Works Inc. | COM | Sold out | 0 | $15before exit |
| C Citigroup Inc. | COM NEW | Sold out | 0 | $15before exit |
| D Dominion Energy Inc. | COM | Sold out | 0 | $11before exit |
| PFIG Invesco Fundamental Investme | FNDMNTL IG CRP | Sold out | 0 | $6before exit |
| PPG PPG Industries Inc. | COM | Sold out | 0 | $6before exit |
| XEL Xcel Energy Inc. | COM | Sold out | 0 | $4before exit |
| GEHC GE Healthcare Technology | COMMON STOCK | Sold out | 0 | $1before exit |
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 |