Financial Life Planners
CIK 0002053368 · TEMPE, AZ · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$155.6M
2026 Q2
Positions
339
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
73.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
QQQ
INVESCO QQQ TR
25.2%
IVV
ISHARES TR
21.1%
NVDA
NVIDIA CORPORATION
9.9%
AAPL
APPLE INC
4.5%
HOOD
ROBINHOOD MKTS INC
2.4%
BRK-B
BERKSHIRE HATHAWAY INC DEL
2.3%
MSFT
MICROSOFT CORP
2.0%
PLTR
PALANTIR TECHNOLOGIES INC
1.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.