Financial Life Planners 13F Holdings · Q2 2026
Financial Life Planners reported 333 securities worth $155.63M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: QQQ (25.23%), IVV (21.12%), NVDA (9.94%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $39.3M | 25.23% | 53,324 | Added |
| 2 | IVV | ISHARES TR | $32.9M | 21.12% | 43,893 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $15.5M | 9.94% | 77,281 | Added |
| 4 | AAPL | APPLE INC | $7.0M | 4.48% | 24,068 | Trimmed |
| 5 | HOOD | ROBINHOOD MKTS INC | $3.8M | 2.45% | 37,995 | Trimmed |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.6M | 2.31% | 7,182 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $3.1M | 2.00% | 8,344 | Trimmed |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | $3.0M | 1.93% | 25,680 | Trimmed |
| 9 | MGK | VANGUARD WORLD FD | $2.8M | 1.83% | 32,345 | Added |
| 10 | MDY | STATE STR SPDR S&P MIDCAP 40 | $2.6M | 1.70% | 3,755 | Trimmed |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $2.5M | 1.63% | 2,715 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $2.2M | 1.41% | 2,931 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $2.1M | 1.34% | 8,752 | Added |
| 14 | IWM | ISHARES TR | $1.6M | 1.04% | 5,363 | Added |
| 15 | DIA | STATE STR SPDR DOW JONES IND | $1.4M | 0.91% | 2,700 | Trimmed |
| 16 | GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.70% | 1,084 | Added |
| 17 | HWM | HOWMET AEROSPACE INC | $1.1M | 0.68% | 3,949 | Added |
| 18 | AVGO | BROADCOM INC | $1.0M | 0.64% | 2,657 | Added |
| 19 | BSCS | INVESCO EXCH TRD SLF IDX FD | $973,751 | 0.63% | 47,815 | Trimmed |
| 20 | BTCW | WISDOMTREE BITCOIN FD | $968,906 | 0.62% | 15,628 | Added |
| 21 | XBI | SPDR SERIES TRUST | $830,160 | 0.53% | 5,246 | Added |
| 22 | CAT | CATERPILLAR INC | $795,898 | 0.51% | 747 | Added |
| 23 | IWF | ISHARES TR | $741,283 | 0.48% | 5,970 | Added |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $712,297 | 0.46% | 3,010 | Added |
| 25 | BAC | BANK OF AMER CORP | $690,322 | 0.44% | 12,115 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR