Financial Life Planners
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Financial Life Planners reported 361 stock positions worth $130.4 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, 21.1%) and Nvidia (NVDA, 10.2%). Compared with Q4 2025, it opened 301 new positions, sold out of 1, added to 23 and reduced 34. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +0%) and the biggest sale ARK Blockchain & Fintech Inn (ARKF, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- TEMPE, AZ
- CIK
- 0002053368
- Portfolio Value
- $130.4M (Q1 2026)
- SEC Filing
- 0002053368-26-000002 ↗ filed Apr 24, 2026
Holdings Value
Holdings 361 stocks · $130.4M
| QQQ Invesco QQQ Trust Series 1 | 22.99% | 51,962 | $30.0M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 21.09% | 42,107 | $27.5M | Add +0.4% |
| NVDA Nvidia Corp. | 10.23% | 76,546 | $13.3M | Reduce -1.0% |
| AAPL Apple Inc. | 4.78% | 24,556 | $6.2M | Reduce -1.3% |
| PLTR Palantir Technologies Inc. Class A | 3.24% | 28,866 | $4.2M | Reduce -2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.71% | 7,384 | $3.5M | Reduce -0.9% |
| MSFT Microsoft Corp. | 2.44% | 8,600 | $3.2M | Reduce -2.4% |
| HOOD Robinhood Markets Inc. Class A | 2.18% | 41,121 | $2.8M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 2.07% | 2,705 | $2.7M | Reduce -2.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.84% | 6,522 | $2.4M | Reduce -9.8% |
| MDY State Street SPDR S&P Midcap | 1.80% | 3,808 | $2.3M | Reduce -1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.47% | 2,946 | $1.9M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 1.37% | 8,578 | $1.8M | Reduce -1.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.96% | 2,703 | $1.3M | Reduce -6.2% |
| BTCW Wisdomtree Bitcoin Fund | 0.86% | 15,597 | $1.1M | Reduce -0.7% |
| BSCS Invesco Bulletshares 2028 CB | 0.82% | 52,371 | $1.1M | Reduce -3.0% |
| META Meta Platforms Inc. Class A | 0.52% | 1,187 | $679K | Reduce -2.4% |
| GS Goldman Sachs Group Inc. | 0.51% | 783 | $662K | Add +2.4% |
| RTX RTX Corp. | 0.50% | 3,412 | $658K | Add +0.3% |
| BSCQ Invesco Bulletshares 2026 CB | 0.49% | 33,061 | $646K | Add +1.0% |
| VIG Vanguard Dividend Apprec ETF | 0.49% | 2,998 | $645K | Reduce -15.8% |
| HWM Howmet Aerospace Inc. | 0.49% | 2,790 | $643K | Add +2.5% |
| IWF iShares Russell 1000 Growth | 0.45% | 1,391 | $593K | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.45% | 12,062 | $588K | Add +0.5% |
| XLF SS Financial Select Sector | 0.43% | 11,470 | $566K | Reduce -1.3% |
| TSLA Tesla Inc. | 0.43% | 1,518 | $564K | Reduce -0.8% |
| AVGO Broadcom Inc. | 0.41% | 1,737 | $538K | Reduce -0.7% |
| IWM iShares Russell 2000 ETF | 0.38% | 2,014 | $500K | Add +14.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.34% | 5,879 | $450K | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 0.32% | 701 | $419K | Add +0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 952 | $416K | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.32% | 6,089 | $411K | Reduce -2.1% |
| VONV Vanguard Russell 1000 Value | 0.31% | 4,359 | $409K | Add +0.4% |
| FOCT FT Vest U.S. Equity Buffer E | 0.30% | 8,249 | $393K | No change |
| NRG NRG Energy Inc. | 0.29% | 2,593 | $379K | Reduce -12.2% |
| VNQ Vanguard Real Estate ETF | 0.29% | 4,233 | $376K | Add +1.1% |
| BSCR Invesco Bulletshares 2027 CB | 0.28% | 18,563 | $364K | Reduce -7.5% |
| SLV iShares Silver Trust | 0.27% | 5,160 | $352K | Reduce -12.2% |
| IWD iShares Russell 1000 Value E | 0.27% | 1,638 | $350K | Reduce -4.4% |
| GOOG Alphabet Inc. Class C | 0.26% | 1,162 | $333K | Reduce -7.8% |
| XOM Exxon Mobil Corp. | 0.26% | 1,963 | $333K | Add +0.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.20% | 786 | $266K | Add +3.4% |
| JPM JPMorgan Chase & Co. | 0.19% | 855 | $251K | Reduce -6.3% |
| GE General Electric filed as GE AEROSPACE | 0.19% | 880 | $250K | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.19% | 864 | $248K | Add +0.1% |
| IYE iShares U.S. Energy ETF | 0.18% | 3,710 | $240K | New |
| CI The Cigna Group | 0.18% | 896 | $239K | Add +0.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.18% | 2,356 | $237K | Add +0.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.17% | 1,492 | $216K | Add +0.1% |
| ORCL Oracle Corp. | 0.16% | 1,446 | $213K | Add +0.3% |
| GLD SPDR Gold Shares | 0.16% | 487 | $210K | New |
| XLE SS Energy Select Sector | 0.16% | 3,368 | $206K | New |
| GEV GE Vernova Inc. | 0.16% | 235 | $205K | New |
| SRCE 1ST Source Corp. | 0.15% | 2,853 | $197K | New |
| DHI D.R. Horton Inc. | 0.15% | 1,403 | $192K | Add +0.1% |
| QLD Proshares Ultra QQQ | 0.14% | 3,094 | $189K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 750 | $182K | Add +0.7% |
| IWO iShares Russell 2000 Growth | 0.14% | 575 | $180K | New |
| AMD Advanced Micro Devices | 0.13% | 820 | $167K | New |
| WMT Walmart Inc. | 0.13% | 1,322 | $164K | New |
| LLY Eli Lilly & Co. | 0.12% | 176 | $162K | New |
| EFA iShares MSCI Eafe ETF | 0.12% | 1,651 | $160K | New |
| RSP Invesco S&P 500 Equal Weight | 0.12% | 826 | $159K | New |
| CARR Carrier Global Corp. | 0.12% | 2,696 | $152K | New |
| ARM Arm Holdings PLC-ADR | 0.11% | 991 | $150K | New |
| MS Morgan Stanley | 0.11% | 910 | $150K | New |
| IJS iShares S&P Small-Cap 600 Va | 0.11% | 1,249 | $148K | New |
| SSO Proshares Ultra S&P500 | 0.11% | 2,782 | $144K | New |
| NET Cloudflare Inc. Class A | 0.11% | 670 | $138K | New |
| PM Philip Morris International | 0.11% | 832 | $138K | New |
| IWB iShares Russell 1000 ETF | 0.11% | 385 | $137K | New |
| CAT Caterpillar Inc. | 0.10% | 191 | $135K | New |
| DVY iShares Select Dividend ETF | 0.10% | 887 | $134K | New |
| APP AppLovin Corp. Class A | 0.10% | 322 | $128K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.10% | 783 | $125K | New |
| AXON Axon Enterprise Inc. | 0.09% | 286 | $122K | Reduce -93.9% |
| IVE iShares S&P 500 Value ETF | 0.09% | 555 | $117K | New |
| NOW ServiceNow Inc. | 0.09% | 1,080 | $113K | Reduce -40.7% |
| CRM Salesforce Inc. | 0.08% | 585 | $109K | Reduce -65.9% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.08% | 1,560 | $106K | New |
| TRV The Travelers Cos Inc. | 0.08% | 360 | $105K | New |
| WFC Wells Fargo & Co. | 0.08% | 1,255 | $100K | New |
| EW Edwards Lifesciences Corp. | 0.07% | 1,200 | $96K | New |
| SCHD Schwab US DVD Equity ETF | 0.07% | 3,058 | $94K | New |
| ISRG Intuitive Surgical Inc. | 0.07% | 197 | $91K | New |
| XLK SS Technology Select Sector | 0.07% | 665 | $88K | New |
| HD Home Depot Inc. | 0.07% | 260 | $85K | New |
| KO The Coca-Cola Co. | 0.07% | 1,118 | $85K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.06% | 630 | $84K | New |
| FSK FS KKR Capital Corp. | 0.06% | 8,009 | $82K | New |
| IYY iShares Dow Jones U.S. ETF | 0.06% | 510 | $81K | New |
| PH Parker Hannifin Corp. | 0.06% | 87 | $78K | New |
| ACN Accenture PLC Class A | 0.06% | 381 | $76K | New |
| BA The Boeing Co. | 0.06% | 367 | $73K | New |
| AMAT Applied Materials Inc. | 0.06% | 214 | $73K | New |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.06% | 863 | $73K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.05% | 328 | $71K | New |
| PKST Peakstone Realty Trust | 0.05% | 3,375 | $70K | New |
| HIG Hartford Insurance Group Inc. | 0.05% | 497 | $67K | New |
| IVW iShares S&P 500 Growth ETF | 0.05% | 591 | $67K | New |
Lines left out (6) · $275 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| WELL Welltower Inc. | COM | 0 | $85 |
| XLI SS Industrial Select Sector | ST STR INDL ETF | 0 | $76 |
| APH Amphenol Corp. Class A | CL A | 0 | $51 |
| IYJ iShares U.S. Industrials ETF | US INDUSTRIALS | 0 | $38 |
| IDRV iShares Self-Driving Ev&tech | SELF DRIVNG EV | 0 | $16 |
| T AT&T Inc. | COM | 0 | $9 |
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: $130.4M.
Portfolio Sells Q4 2025 → Q1 2026
| ARKF ARK Blockchain & Fintech Inn | Reduce -99.8% | 0.00% | −1.91 |
| AXON Axon Enterprise Inc. | Reduce -93.9% | 0.09% | −1.81 |
| HOOD Robinhood Markets Inc. Class A | Reduce -0.7% | 2.18% | −1.18 |
| MSFT Microsoft Corp. | Reduce -2.4% | 2.44% | −0.62 |
| NFLX Netflix Inc. | Reduce -97.7% | 0.01% | −0.56 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.2% | 3.24% | −0.53 |
| V Visa Inc. Class A | Reduce -87.3% | 0.04% | −0.32 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -9.8% | 1.84% | −0.30 |
| CRM Salesforce Inc. | Reduce -65.9% | 0.08% | −0.24 |
| VST Vistra Corp. | Reduce -94.9% | 0.01% | −0.22 |
| BTCW Wisdomtree Bitcoin Fund | Reduce -0.7% | 0.86% | −0.19 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.16 |
| NVDA Nvidia Corp. | Reduce -1.0% | 10.23% | −0.12 |
| NOW ServiceNow Inc. | Reduce -40.7% | 0.09% | −0.11 |
| AAPL Apple Inc. | Reduce -1.3% | 4.78% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 1.37% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -15.8% | 0.49% | −0.07 |
| TSLA Tesla Inc. | Reduce -0.8% | 0.43% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -2.4% | 0.52% | −0.06 |
| NRG NRG Energy Inc. | Reduce -12.2% | 0.29% | −0.05 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -6.2% | 0.96% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -7.8% | 0.26% | −0.03 |
| XLF SS Financial Select Sector | Reduce -1.3% | 0.43% | −0.02 |
| AVGO Broadcom Inc. | Reduce -0.7% | 0.41% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -6.3% | 0.19% | −0.02 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -7.5% | 0.28% | −0.01 |
| SLV iShares Silver Trust | Reduce -12.2% | 0.27% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -4.4% | 0.27% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.3% | 22.99% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 1.47% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.1% | 0.32% | +0.02 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -3.0% | 0.82% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 2.71% | +0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -1.9% | 1.80% | +0.12 |
| COST Costco Wholesale Corp. | Reduce -2.0% | 2.07% | +0.36 |
Portfolio Buys Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Add +0.4% | 21.09% | +0.47 |
| IYE iShares U.S. Energy ETF | New | 0.18% | +0.18 |
| GLD SPDR Gold Shares | New | 0.16% | +0.16 |
| XLE SS Energy Select Sector | New | 0.16% | +0.16 |
| GEV GE Vernova Inc. | New | 0.16% | +0.16 |
| SRCE 1ST Source Corp. | New | 0.15% | +0.15 |
| IWO iShares Russell 2000 Growth | New | 0.14% | +0.14 |
| AMD Advanced Micro Devices | New | 0.13% | +0.13 |
| WMT Walmart Inc. | New | 0.13% | +0.13 |
| LLY Eli Lilly & Co. | New | 0.12% | +0.12 |
| EFA iShares MSCI Eafe ETF | New | 0.12% | +0.12 |
| RSP Invesco S&P 500 Equal Weight | New | 0.12% | +0.12 |
| CARR Carrier Global Corp. | New | 0.12% | +0.12 |
| ARM Arm Holdings PLC-ADR | New | 0.11% | +0.11 |
| MS Morgan Stanley | New | 0.11% | +0.11 |
| IJS iShares S&P Small-Cap 600 Va | New | 0.11% | +0.11 |
| SSO Proshares Ultra S&P500 | New | 0.11% | +0.11 |
| NET Cloudflare Inc. Class A | New | 0.11% | +0.11 |
| PM Philip Morris International | New | 0.11% | +0.11 |
| IWB iShares Russell 1000 ETF | New | 0.11% | +0.11 |
| CAT Caterpillar Inc. | New | 0.10% | +0.10 |
| DVY iShares Select Dividend ETF | New | 0.10% | +0.10 |
| TJX TJX Companies Inc. | New | 0.10% | +0.10 |
| HWM Howmet Aerospace Inc. | Add +2.5% | 0.49% | +0.09 |
| IVE iShares S&P 500 Value ETF | New | 0.09% | +0.09 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.26% | +0.09 |
| XT Ishar Fture Exp Tech ETF-Usd | New | 0.08% | +0.08 |
| TRV The Travelers Cos Inc. | New | 0.08% | +0.08 |
| WFC Wells Fargo & Co. | New | 0.08% | +0.08 |
| EW Edwards Lifesciences Corp. | New | 0.07% | +0.07 |
| IWM iShares Russell 2000 ETF | Add +14.9% | 0.38% | +0.07 |
| SCHD Schwab US DVD Equity ETF | New | 0.07% | +0.07 |
| ISRG Intuitive Surgical Inc. | New | 0.07% | +0.07 |
| XLK SS Technology Select Sector | New | 0.07% | +0.07 |
| HD Home Depot Inc. | New | 0.07% | +0.07 |
| KO The Coca-Cola Co. | New | 0.07% | +0.07 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.06% | +0.06 |
| FSK FS KKR Capital Corp. | New | 0.06% | +0.06 |
| IYY iShares Dow Jones U.S. ETF | New | 0.06% | +0.06 |
| PH Parker Hannifin Corp. | New | 0.06% | +0.06 |
| ACN Accenture PLC Class A | New | 0.06% | +0.06 |
| RTX RTX Corp. | Add +0.3% | 0.50% | +0.06 |
| AMAT Applied Materials Inc. | New | 0.06% | +0.06 |
| BA The Boeing Co. | New | 0.06% | +0.06 |
| NANR Sta STR SP S&P Nor An Res-Ui | New | 0.06% | +0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.05% | +0.05 |
| PKST Peakstone Realty Trust | New | 0.05% | +0.05 |
| HIG Hartford Insurance Group Inc. | New | 0.05% | +0.05 |
| IVW iShares S&P 500 Growth ETF | New | 0.05% | +0.05 |
| COF Capital One Financial Corp. | New | 0.05% | +0.05 |
Notes & Other Activity Q4 2025 → Q1 2026
| WELL Welltower Inc. | COM | New | 0 | $85 |
| XLI SS Industrial Select Sector | ST STR INDL ETF | New | 0 | $76 |
| APH Amphenol Corp. Class A | CL A | New | 0 | $51 |
| IYJ iShares U.S. Industrials ETF | US INDUSTRIALS | New | 0 | $38 |
| IDRV iShares Self-Driving Ev&tech | SELF DRIVNG EV | New | 0 | $16 |
| T AT&T Inc. | COM | New | 0 | $9 |
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 |