Financial Life Planners Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Financial Life Planners disclosed 334 stock positions valued at approximately $155.63M as of quarter-end June 30, 2026. The largest holdings include INVESCO QQQ TR, ISHARES TR, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 334
- Portfolio Value
- $155.63M
Holdings by Sector
Financial Life Planners Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | QQQ | Other | 25.23% | 53,324 | +1,362 | +2.62% | $39,267,966 |
| ISHARES TR | IVV | Other | 21.12% | 43,893 | +1,786 | +4.24% | $32,870,868 |
| NVIDIA CORPORATION | NVDA | Technology | 9.94% | 77,281 | +735 | +0.96% | $15,463,084 |
| APPLE INC | AAPL | Technology | 4.48% | 24,068 | -488 | -1.99% | $6,964,303 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 2.45% | 37,995 | -3,126 | -7.60% | $3,810,105 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.31% | 7,182 | -202 | -2.74% | $3,593,881 |
| MICROSOFT CORP | MSFT | Technology | 2.00% | 8,344 | -256 | -2.98% | $3,112,441 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.93% | 25,680 | -3,186 | -11.04% | $2,996,086 |
| VANGUARD WORLD FD | MGK | Other | 1.83% | 32,345 | +25,823 | +395.94% | $2,843,485 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 1.70% | 3,755 | -53 | -1.39% | $2,641,259 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.63% | 2,715 | +10 | +0.37% | $2,540,023 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.41% | 2,931 | -15 | -0.51% | $2,189,152 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.34% | 8,752 | +174 | +2.03% | $2,086,052 |
| ISHARES TR | IWM | Other | 1.04% | 5,363 | +3,349 | +166.29% | $1,611,278 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.91% | 2,700 | -3 | -0.11% | $1,410,285 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.70% | 1,084 | +301 | +38.44% | $1,096,741 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.68% | 3,949 | +1,159 | +41.54% | $1,061,816 |
| BROADCOM INC | AVGO | Technology | 0.64% | 2,657 | +920 | +52.96% | $1,003,759 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 0.63% | 47,815 | -4,556 | -8.70% | $973,751 |
| WISDOMTREE BITCOIN FD | BTCW | Other | 0.62% | 15,628 | +31 | +0.20% | $968,906 |
| SPDR SERIES TRUST | XBI | Other | 0.53% | 5,246 | +5,038 | +2422.12% | $830,160 |
| CATERPILLAR INC | CAT | Industrials | 0.51% | 747 | +556 | +291.10% | $795,898 |
| ISHARES TR | IWF | Other | 0.48% | 5,970 | +4,579 | +329.19% | $741,283 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.46% | 3,010 | +12 | +0.40% | $712,297 |
| BANK OF AMER CORP | BAC | Financial Services | 0.44% | 12,115 | +53 | +0.44% | $690,322 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 0.42% | 33,393 | +332 | +1.00% | $652,004 |
| RTX CORPORATION | RTX | Industrials | 0.42% | 3,426 | +14 | +0.41% | $650,074 |
| TESLA INC | TSLA | Consumer Cyclical | 0.41% | 1,509 | -9 | -0.59% | $634,671 |
| META PLATFORMS INC | META | Communication Services | 0.41% | 1,126 | -61 | -5.14% | $634,259 |
| ALPHABET INC | GOOG | Communication Services | 0.37% | 1,621 | +459 | +39.50% | $572,872 |
Showing 30 of 334 holdings in the latest reporting period.