Financial Life Planners
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Financial Life Planners reported 54 stock positions worth $122.9 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 22.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 19.9%) and Nvidia (NVDA, 10.1%). Compared with Q1 2025, it opened 3 new positions, sold out of 32, added to 29 and reduced 20. The biggest buy was a new position in Palantir Technologies Class A (PLTR) and the biggest sale Apple (AAPL, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- TEMPE, AZ
- CIK
- 0002053368
- Portfolio Value
- $122.9M (Q2 2025)
- SEC Filing
- 0002053368-25-000004 ↗ filed Aug 8, 2025
Holdings Value
Holdings 54 stocks · $122.9M
| QQQ Invesco QQQ Trust Series 1 | 22.12% | 49,287 | $27.2M | Add +7.9% |
| IVV iShares Core S&P 500 ETF | 19.92% | 39,440 | $24.5M | Add +8.1% |
| NVDA Nvidia Corp. | 10.11% | 78,622 | $12.4M | Add +0.2% |
| AAPL Apple Inc. | 4.35% | 26,071 | $5.3M | Reduce -13.0% |
| MSFT Microsoft Corp. | 3.67% | 9,060 | $4.5M | Reduce -32.5% |
| AXON Axon Enterprise Inc. | 3.37% | 5,006 | $4.1M | Add +336.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.16% | 7,999 | $3.9M | Add +14.9% |
| PLTR Palantir Technologies Inc. Class A | 2.96% | 26,705 | $3.6M | New |
| HOOD Robinhood Markets Inc. Class A | 2.90% | 38,009 | $3.6M | New |
| COST Costco Wholesale Corp. | 2.25% | 2,800 | $2.8M | Add +14.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.17% | 7,297 | $2.7M | Add +2.5% |
| MDY State Street SPDR S&P Midcap | 1.86% | 4,038 | $2.3M | Reduce -19.2% |
| ARKF ARK Blockchain & Fintech Inn | 1.55% | 38,030 | $1.9M | New |
| AMZN Amazon.com Inc. | 1.53% | 8,547 | $1.9M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.39% | 2,758 | $1.7M | Reduce -12.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.10% | 3,058 | $1.3M | Reduce -16.4% |
| NFLX Netflix Inc. | 1.05% | 965 | $1.3M | Add +200.6% |
| BSCS Invesco Bulletshares 2028 CB | 0.94% | 56,627 | $1.2M | Add +3.5% |
| BTCW Wisdomtree Bitcoin Fund | 0.94% | 10,141 | $1.2M | Add +109.9% |
| LLY Eli Lilly & Co. | 0.76% | 1,202 | $937K | Reduce -18.9% |
| META Meta Platforms Inc. Class A | 0.70% | 1,159 | $855K | Add +0.2% |
| BSCP Invesco Bulletshares 2025 CB | 0.65% | 38,814 | $803K | Add +5.7% |
| XLF SS Financial Select Sector | 0.61% | 14,415 | $755K | Add +1.6% |
| VIG Vanguard Dividend Apprec ETF | 0.56% | 3,338 | $683K | No change |
| BSCQ Invesco Bulletshares 2026 CB | 0.55% | 34,715 | $678K | Add +4.0% |
| IWF iShares Russell 1000 Growth | 0.48% | 1,387 | $589K | Reduce -2.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.46% | 12,025 | $569K | Reduce -0.7% |
| V Visa Inc. Class A | 0.41% | 1,427 | $507K | Add +395.5% |
| CRM Salesforce Inc. | 0.41% | 1,854 | $506K | Reduce -2.5% |
| TSLA Tesla Inc. | 0.41% | 1,579 | $502K | Reduce -7.7% |
| RTX RTX Corp. | 0.40% | 3,364 | $491K | Add +0.5% |
| NRG NRG Energy Inc. | 0.37% | 2,806 | $451K | Add +18.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.34% | 5,830 | $424K | Reduce -2.5% |
| VNQ Vanguard Real Estate ETF | 0.34% | 4,734 | $422K | Reduce -18.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.34% | 948 | $415K | Reduce -11.1% |
| NOW ServiceNow Inc. | 0.33% | 399 | $410K | Reduce -4.3% |
| BSCR Invesco Bulletshares 2027 CB | 0.33% | 20,731 | $407K | Add +6.5% |
| IWD iShares Russell 1000 Value E | 0.33% | 2,072 | $402K | Add +0.4% |
| IJH iShares Core S&P Midcap ETF | 0.33% | 6,455 | $400K | Reduce -20.0% |
| VOO Vanguard S&P 500 ETF | 0.32% | 696 | $395K | Reduce -3.6% |
| HWM Howmet Aerospace Inc. | 0.31% | 2,030 | $378K | Add +83.4% |
| FOCT FT Vest U.S. Equity Buffer E | 0.30% | 8,249 | $369K | No change |
| VONV Vanguard Russell 1000 Value | 0.30% | 4,297 | $366K | Reduce -15.6% |
| IWM iShares Russell 2000 ETF | 0.29% | 1,635 | $353K | Reduce -86.8% |
| GS Goldman Sachs Group Inc. | 0.27% | 474 | $336K | Add +15.6% |
| ORCL Oracle Corp. | 0.26% | 1,436 | $314K | Add +0.4% |
| CI The Cigna Group | 0.24% | 882 | $291K | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.21% | 871 | $252K | Add +9.7% |
| GOOG Alphabet Inc. Class C | 0.18% | 1,277 | $227K | Reduce -23.3% |
| IGV iShares Expanded Tech-Softwa | 0.18% | 2,024 | $222K | Add +17.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 751 | $221K | Add +18.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.18% | 2,418 | $220K | Reduce -25.3% |
| XOM Exxon Mobil Corp. | 0.17% | 1,916 | $207K | Add +0.9% |
| FSK FS KKR Capital Corp. | 0.16% | 9,658 | $200K | Add +1.9% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -13.0% | 4.35% | −2.13 |
| IWM iShares Russell 2000 ETF | Reduce -86.8% | 0.29% | −2.13 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −1.90 |
| MSFT Microsoft Corp. | Reduce -32.5% | 3.67% | −1.23 |
| MDY State Street SPDR S&P Midcap | Reduce -19.2% | 1.86% | −0.73 |
| LLY Eli Lilly & Co. | Reduce -18.9% | 0.76% | −0.43 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -16.4% | 1.10% | −0.40 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -12.2% | 1.39% | −0.32 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.19 |
| IYE iShares U.S. Energy ETF | Sold out | 0.00% | −0.18 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.17 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.17 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.17 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.17 |
| VNQ Vanguard Real Estate ETF | Reduce -18.0% | 0.34% | −0.17 |
| SRCE 1ST Source Corp. | Sold out | 0.00% | −0.16 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.16 |
| XT Ishar Fture Exp Tech ETF-Usd | Sold out | 0.00% | −0.15 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.15 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.15 |
| IJS iShares S&P Small-Cap 600 Va | Sold out | 0.00% | −0.14 |
| FBND Fidelity Total Bond ETF | Sold out | 0.00% | −0.14 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.13 |
| IJH iShares Core S&P Midcap ETF | Reduce -20.0% | 0.33% | −0.13 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.12 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.12 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.12 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.12 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.11 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.11 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.11 |
| VONV Vanguard Russell 1000 Value | Reduce -15.6% | 0.30% | −0.11 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.11 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.11 |
| GE General Electric | Sold out | 0.00% | −0.11 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.11 |
| PM Philip Morris International | Sold out | 0.00% | −0.11 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.10 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.10 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.10 |
| MS Morgan Stanley | Sold out | 0.00% | −0.10 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.10 |
| CRM Salesforce Inc. | Reduce -2.5% | 0.41% | −0.09 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -25.3% | 0.18% | −0.08 |
| GOOG Alphabet Inc. Class C | Reduce -23.3% | 0.18% | −0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -11.1% | 0.34% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -3.6% | 0.32% | −0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.5% | 0.34% | −0.04 |
| BAC Bank of America Corp. | Reduce -0.7% | 0.46% | −0.03 |
| TSLA Tesla Inc. | Reduce -7.7% | 0.41% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| PLTR Palantir Technologies Inc. Class A | New | 2.96% | +2.96 |
| HOOD Robinhood Markets Inc. Class A | New | 2.90% | +2.90 |
| AXON Axon Enterprise Inc. | Add +336.8% | 3.37% | +2.79 |
| NVDA Nvidia Corp. | Add +0.2% | 10.11% | +1.83 |
| ARKF ARK Blockchain & Fintech Inn | New | 1.55% | +1.55 |
| QQQ Invesco QQQ Trust Series 1 | Add +7.9% | 22.12% | +1.27 |
| NFLX Netflix Inc. | Add +200.6% | 1.05% | +0.76 |
| BTCW Wisdomtree Bitcoin Fund | Add +109.9% | 0.94% | +0.53 |
| V Visa Inc. Class A | Add +395.5% | 0.41% | +0.31 |
| HWM Howmet Aerospace Inc. | Add +83.4% | 0.31% | +0.17 |
| NRG NRG Energy Inc. | Add +18.8% | 0.37% | +0.15 |
| ORCL Oracle Corp. | Add +0.4% | 0.26% | +0.06 |
| GS Goldman Sachs Group Inc. | Add +15.6% | 0.27% | +0.06 |
| META Meta Platforms Inc. Class A | Add +0.2% | 0.70% | +0.05 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +2.5% | 2.17% | +0.03 |
| IGV iShares Expanded Tech-Softwa | Add +17.3% | 0.18% | +0.03 |
| IBM Intl Business Machines Corp. | Add +18.8% | 0.18% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +9.7% | 0.21% | +0.02 |
| COST Costco Wholesale Corp. | Add +14.6% | 2.25% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +8.1% | 19.92% | −0.03 |
| FSK FS KKR Capital Corp. | Add +1.9% | 0.16% | −0.03 |
| RTX RTX Corp. | Add +0.5% | 0.40% | −0.03 |
| BSCR Invesco Bulletshares 2027 CB | Add +6.5% | 0.33% | −0.04 |
| CI The Cigna Group | Add +0.6% | 0.24% | −0.04 |
| IWD iShares Russell 1000 Value E | Add +0.4% | 0.33% | −0.05 |
| XOM Exxon Mobil Corp. | Add +0.9% | 0.17% | −0.05 |
| AMZN Amazon.com Inc. | Add +0.2% | 1.53% | −0.05 |
| XLF SS Financial Select Sector | Add +1.6% | 0.61% | −0.07 |
| BSCQ Invesco Bulletshares 2026 CB | Add +4.0% | 0.55% | −0.08 |
| BSCP Invesco Bulletshares 2025 CB | Add +5.7% | 0.65% | −0.09 |
| BSCS Invesco Bulletshares 2028 CB | Add +3.5% | 0.94% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +14.9% | 3.16% | −0.45 |
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 |