Financial Life Planners
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Financial Life Planners reported 61 stock positions worth $139.3 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 23.0% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 20.6%) and Nvidia (NVDA, 10.4%). Compared with Q3 2025, it sold out of 296, added to 39 and reduced 19. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +2%) and the biggest sale Axon Enterprise (AXON, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- TEMPE, AZ
- CIK
- 0002053368
- Portfolio Value
- $139.3M (Q4 2025)
- SEC Filing
- 0002053368-26-000001 ↗ filed Jan 29, 2026
Holdings Value
Holdings 61 stocks · $139.3M
| QQQ Invesco QQQ Trust Series 1 | 22.98% | 52,111 | $32.0M | Add +2.3% |
| IVV iShares Core S&P 500 ETF | 20.62% | 41,934 | $28.7M | Add +2.3% |
| NVDA Nvidia Corp. | 10.35% | 77,337 | $14.4M | Reduce -0.2% |
| AAPL Apple Inc. | 4.85% | 24,876 | $6.8M | Add +0.2% |
| PLTR Palantir Technologies Inc. Class A | 3.77% | 29,513 | $5.2M | Add +2.0% |
| HOOD Robinhood Markets Inc. Class A | 3.36% | 41,395 | $4.7M | Add +1.7% |
| MSFT Microsoft Corp. | 3.06% | 8,812 | $4.3M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.69% | 7,454 | $3.7M | Reduce -3.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.14% | 7,227 | $3.0M | Reduce -1.1% |
| ARKF ARK Blockchain & Fintech Inn | 1.92% | 56,084 | $2.7M | Add +13.1% |
| AXON Axon Enterprise Inc. | 1.91% | 4,677 | $2.7M | Reduce -11.4% |
| COST Costco Wholesale Corp. | 1.71% | 2,761 | $2.4M | Reduce -1.9% |
| MDY State Street SPDR S&P Midcap | 1.68% | 3,881 | $2.3M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.45% | 2,969 | $2.0M | Add +5.6% |
| AMZN Amazon.com Inc. | 1.44% | 8,718 | $2.0M | Add +3.3% |
| BTCW Wisdomtree Bitcoin Fund | 1.05% | 15,712 | $1.5M | Add +12.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.99% | 2,882 | $1.4M | Add +0.3% |
| BSCS Invesco Bulletshares 2028 CB | 0.80% | 53,999 | $1.1M | Reduce -3.9% |
| META Meta Platforms Inc. Class A | 0.58% | 1,216 | $803K | Add +0.6% |
| NFLX Netflix Inc. | 0.57% | 8,469 | $794K | Reduce -13.7% |
| VIG Vanguard Dividend Apprec ETF | 0.56% | 3,562 | $783K | Add +0.8% |
| TSLA Tesla Inc. | 0.49% | 1,530 | $688K | Reduce -0.5% |
| GS Goldman Sachs Group Inc. | 0.48% | 765 | $673K | Add +25.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.47% | 11,997 | $660K | Reduce -0.7% |
| IWF iShares Russell 1000 Growth | 0.47% | 1,390 | $658K | Add +0.1% |
| BSCQ Invesco Bulletshares 2026 CB | 0.46% | 32,726 | $641K | Reduce -1.5% |
| XLF SS Financial Select Sector | 0.46% | 11,620 | $636K | Reduce -0.3% |
| RTX RTX Corp. | 0.45% | 3,401 | $624K | Add +0.4% |
| AVGO Broadcom Inc. | 0.43% | 1,749 | $605K | Add +303.9% |
| HWM Howmet Aerospace Inc. | 0.40% | 2,723 | $558K | Add +3.8% |
| V Visa Inc. Class A | 0.36% | 1,447 | $507K | Reduce -8.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.34% | 5,865 | $470K | Add +0.3% |
| NRG NRG Energy Inc. | 0.34% | 2,954 | $470K | Add +10.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 951 | $464K | Add +0.2% |
| CRM Salesforce Inc. | 0.33% | 1,717 | $455K | Reduce -6.3% |
| VOO Vanguard S&P 500 ETF | 0.32% | 700 | $439K | Add +0.4% |
| IWM iShares Russell 2000 ETF | 0.31% | 1,752 | $431K | Add +1.4% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 6,217 | $410K | Reduce -2.3% |
| FOCT FT Vest U.S. Equity Buffer E | 0.29% | 8,249 | $404K | No change |
| VONV Vanguard Russell 1000 Value | 0.29% | 4,340 | $401K | Add +0.5% |
| BSCR Invesco Bulletshares 2027 CB | 0.28% | 20,059 | $396K | Add +1.0% |
| GOOG Alphabet Inc. Class C | 0.28% | 1,261 | $396K | Add +3.3% |
| SLV iShares Silver Trust | 0.27% | 5,876 | $379K | No change |
| VNQ Vanguard Real Estate ETF | 0.27% | 4,189 | $371K | Reduce -6.2% |
| IWD iShares Russell 1000 Value E | 0.26% | 1,713 | $360K | Reduce -3.5% |
| VST Vistra Corp. | 0.23% | 1,986 | $320K | Add +111.5% |
| JPM JPMorgan Chase & Co. | 0.21% | 912 | $294K | Add +0.4% |
| ORCL Oracle Corp. | 0.20% | 1,442 | $281K | Add +0.2% |
| NOW ServiceNow Inc. | 0.20% | 1,820 | $279K | No change |
| GE General Electric filed as GE AEROSPACE | 0.19% | 878 | $271K | Add +15.2% |
| GOOGL Alphabet Inc. Class A | 0.19% | 863 | $270K | Reduce -0.1% |
| CI The Cigna Group | 0.18% | 891 | $245K | Add +0.6% |
| XOM Exxon Mobil Corp. | 0.17% | 1,950 | $235K | Add +0.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 760 | $231K | Add +24.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.16% | 2,354 | $228K | Add +0.2% |
| IGV iShares Expanded Tech-Softwa | 0.16% | 2,156 | $228K | Add +6.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 745 | $221K | Add +0.5% |
| QLD Proshares Ultra QQQ | 0.16% | 3,094 | $218K | Add +52.3% |
| APP AppLovin Corp. Class A | 0.16% | 322 | $217K | Add +11.0% |
| IJT iShares S&P Small-Cap 600 GR | 0.15% | 1,490 | $210K | Add +0.2% |
| DHI D.R. Horton Inc. | 0.14% | 1,402 | $202K | Add +0.1% |
Portfolio Sells Q3 2025 → Q4 2025
| AXON Axon Enterprise Inc. | Reduce -11.4% | 1.91% | −0.64 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.51 |
| NFLX Netflix Inc. | Reduce -13.7% | 0.57% | −0.22 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.13 |
| IYE iShares U.S. Energy ETF | Sold out | 0.00% | −0.12 |
| SRCE 1ST Source Corp. | Sold out | 0.00% | −0.12 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.11 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.11 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.10 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.10 |
| FSK FS KKR Capital Corp. | Sold out | 0.00% | −0.10 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.10 |
| MS Morgan Stanley | Sold out | 0.00% | −0.10 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.09 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.09 |
| IJS iShares S&P Small-Cap 600 Va | Sold out | 0.00% | −0.09 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.09 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.09 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.09 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.09 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.09 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.08 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.08 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.08 |
| PM Philip Morris International | Sold out | 0.00% | −0.08 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.08 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.08 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.07 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.07 |
| XT Ishar Fture Exp Tech ETF-Usd | Sold out | 0.00% | −0.07 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.07 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.07 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.06 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.06 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.06 |
| HOOG Leverage Shares 2X Hood | Sold out | 0.00% | −0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.06 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.06 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.06 |
| SSO Proshares Ultra S&P500 | Sold out | 0.00% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.06 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.05 |
| IYY iShares Dow Jones U.S. ETF | Sold out | 0.00% | −0.05 |
| BA The Boeing Co. | Sold out | 0.00% | −0.05 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.05 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.05 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.04 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.04 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| QQQ Invesco QQQ Trust Series 1 | Add +2.3% | 22.98% | +2.44 |
| IVV iShares Core S&P 500 ETF | Add +2.3% | 20.62% | +2.19 |
| AAPL Apple Inc. | Add +0.2% | 4.85% | +0.61 |
| AVGO Broadcom Inc. | Add +303.9% | 0.43% | +0.34 |
| PLTR Palantir Technologies Inc. Class A | Add +2.0% | 3.77% | +0.22 |
| AMZN Amazon.com Inc. | Add +3.3% | 1.44% | +0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.6% | 1.45% | +0.19 |
| GS Goldman Sachs Group Inc. | Add +25.8% | 0.48% | +0.16 |
| VST Vistra Corp. | Add +111.5% | 0.23% | +0.11 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.3% | 0.99% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +3.3% | 0.28% | +0.08 |
| RTX RTX Corp. | Add +0.4% | 0.45% | +0.07 |
| QLD Proshares Ultra QQQ | Add +52.3% | 0.16% | +0.06 |
| HWM Howmet Aerospace Inc. | Add +3.8% | 0.40% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +24.8% | 0.17% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | Add +0.8% | 0.56% | +0.05 |
| NRG NRG Energy Inc. | Add +10.1% | 0.34% | +0.05 |
| GE General Electric | Add +15.2% | 0.19% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.47% | +0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.3% | 0.34% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +1.4% | 0.31% | +0.03 |
| VONV Vanguard Russell 1000 Value | Add +0.5% | 0.29% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +0.4% | 0.32% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.2% | 0.33% | +0.03 |
| ARKF ARK Blockchain & Fintech Inn | Add +13.1% | 1.92% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.9% | 0.17% | +0.02 |
| BSCR Invesco Bulletshares 2027 CB | Add +1.0% | 0.28% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 0.21% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.5% | 0.16% | +0.02 |
| APP AppLovin Corp. Class A | Add +11.0% | 0.16% | +0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.2% | 0.16% | +0.01 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.2% | 0.15% | +0.01 |
| IGV iShares Expanded Tech-Softwa | Add +6.5% | 0.16% | +0.01 |
| CI The Cigna Group | Add +0.6% | 0.18% | +0.00 |
| DHI D.R. Horton Inc. | Add +0.1% | 0.14% | −0.01 |
| META Meta Platforms Inc. Class A | Add +0.6% | 0.58% | −0.02 |
| ORCL Oracle Corp. | Add +0.2% | 0.20% | −0.07 |
| BTCW Wisdomtree Bitcoin Fund | Add +12.2% | 1.05% | −0.10 |
| HOOD Robinhood Markets Inc. Class A | Add +1.7% | 3.36% | −0.55 |
Notes & Other Activity Q3 2025 → Q4 2025
| WELL Welltower Inc. | COM | Sold out | 0 | $76before exit |
| XLI SS Industrial Select Sector | ST STR INDL ETF | Sold out | 0 | $72before exit |
| APH Amphenol Corp. Class A | CL A | Sold out | 0 | $50before exit |
| IYJ iShares U.S. Industrials ETF | US INDUSTRIALS | Sold out | 0 | $37before exit |
| PFIG Invesco Fundamental Investme | FNDMNTL IG CRP | Sold out | 0 | $7before 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 |