Financial Life Planners
Financial Life Planners reported 339 positions worth $155.6M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: QQQ (25.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $39.3M | 25.23% | 53,324 | — | — | |
| ▸ 2 | IVV | SH | $32.9M | 21.12% | 43,893 | — | — | |
| ▸ 3 | NVDA | SH | $15.5M | 9.94% | 77,281 | — | — | |
| ▸ 4 | AAPL | SH | $7.0M | 4.47% | 24,068 | — | — | |
| ▸ 5 | HOOD | SH | $3.8M | 2.45% | 37,995 | — | — | |
| ▸ 6 | BRK-B | SH | $3.6M | 2.31% | 7,182 | — | — | |
| ▸ 7 | MSFT | SH | $3.1M | 2.00% | 8,344 | — | — | |
| ▸ 8 | PLTR | SH | $3.0M | 1.93% | 25,680 | — | — | |
| ▸ 9 | MGK | SH | $2.8M | 1.83% | 32,345 | — | — | |
| ▸ 10 | MDY | SH | $2.6M | 1.70% | 3,755 | — | — |
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Frequently Asked Questions
What stocks does Financial Life Planners hold as of Q2 2026?
Financial Life Planners reported 339 positions worth $155.6M in its Q2 2026 13F filing. Largest positions: QQQ (25.2%), IVV (21.1%), NVDA (9.9%), AAPL (4.5%) and HOOD (2.4%).
What did Financial Life Planners buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Financial Life Planners sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.