Financial Life Planners Top Holdings and 13F Report (2025) About Financial Life PlannersInvestment ActivityFinancial Life Planners has $122.92 million in total holdings as of June 30, 2025.Financial Life Planners owns shares of 54 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 15.86% of the portfolio was purchased this quarter.About 10.83% of the portfolio was sold this quarter.This quarter, Financial Life Planners has purchased 83 new stocks and bought additional shares in 29 stocks.Financial Life Planners sold shares of 20 stocks and completely divested from 32 stocks this quarter.Largest Holdings Invesco QQQ $27,188,556iShares Core S&P 500 ETF $24,488,396NVIDIA $12,421,541Apple $5,348,929Microsoft $4,506,741 Largest New Holdings this Quarter 69608A108 - PALANTIR TECHNOLOGIES INC $3,640,403 Holding770700102 - Robinhood Markets $3,558,783 Holding00214Q708 - ARK Fintech Innovation ETF $1,910,628 Holding Largest Purchases this Quarter PALANTIR TECHNOLOGIES INC 26,705 shares (about $3.64M)Robinhood Markets 38,009 shares (about $3.56M)Axon Enterprise 3,860 shares (about $3.20M)Invesco QQQ 3,607 shares (about $1.99M)ARK Fintech Innovation ETF 38,030 shares (about $1.91M) Largest Sales this Quarter iShares Russell 2000 ETF 10,802 shares (about $2.33M)Microsoft 4,353 shares (about $2.17M)Apple 3,903 shares (about $800.77K)SPDR S&P MidCap 400 ETF Trust 962 shares (about $544.98K)SPDR Dow Jones Industrial Average ETF Trust 599 shares (about $263.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Life Planners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$27,188,556$1,989,756 ▲7.9%49,28722.1%FinanceIVViShares Core S&P 500 ETF$24,488,396$1,840,976 ▲8.1%39,44019.9%ETFNVDANVIDIA$12,421,541$23,225 ▲0.2%78,62210.1%Computer and TechnologyAAPLApple$5,348,929$800,770 ▼-13.0%26,0714.4%Computer and TechnologyMSFTMicrosoft$4,506,741$2,165,325 ▼-32.5%9,0603.7%Computer and TechnologyAXONAxon Enterprise$4,144,887$3,196,018 ▲336.8%5,0063.4%AerospaceBRK.BBerkshire Hathaway$3,885,435$504,684 ▲14.9%7,9993.2%FinancePALANTIR TECHNOLOGIES INC$3,640,403$3,640,403 ▲New Holding26,7053.0%CL AHOODRobinhood Markets$3,558,783$3,558,783 ▲New Holding38,0092.9%FinanceCOSTCostco Wholesale$2,771,368$353,349 ▲14.6%2,8002.3%Retail/WholesaleMGKVanguard Mega Cap Growth ETF$2,672,110$64,816 ▲2.5%7,2972.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,287,558$544,980 ▼-19.2%4,0381.9%ETFARKFARK Fintech Innovation ETF$1,910,628$1,910,628 ▲New Holding38,0301.6%ETFAMZNAmazon.com$1,875,064$3,730 ▲0.2%8,5471.5%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,703,737$236,596 ▼-12.2%2,7581.4%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$1,347,348$263,918 ▼-16.4%3,0581.1%FinanceNFLXNetflix$1,292,073$862,275 ▲200.6%9651.1%Consumer DiscretionaryBSCSInvesco BulletShares 2028 Corporate Bond ETF$1,160,282$39,382 ▲3.5%56,6270.9%ETFWISDOMTREE BITCOIN FD$1,158,332$606,522 ▲109.9%10,1410.9%SHS BEN INTLLYEli Lilly and Company$937,371$219,136 ▼-18.9%1,2020.8%MedicalMETAMeta Platforms$855,448$1,476 ▲0.2%1,1590.7%Computer and TechnologyBSCPInvesco BulletShares 2025 Corporate Bond ETF$802,666$42,993 ▲5.7%38,8140.7%ETFXLFFinancial Select Sector SPDR Fund$754,908$11,993 ▲1.6%14,4150.6%ETFVIGVanguard Dividend Appreciation ETF$683,2050.0%3,3380.6%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$677,635$26,371 ▲4.0%34,7150.6%ETFIWFiShares Russell 1000 Growth ETF$588,890$16,983 ▼-2.8%1,3870.5%ETFBACBank of America$569,027$4,117 ▼-0.7%12,0250.5%FinanceVVisa$506,603$404,359 ▲395.5%1,4270.4%Business ServicesCRMSalesforce$505,614$13,090 ▼-2.5%1,8540.4%Computer and TechnologyTSLATesla$501,682$41,939 ▼-7.7%1,5790.4%Auto/Tires/TrucksRTXRTX$491,277$2,337 ▲0.5%3,3640.4%AerospaceNRGNRG Energy$450,612$71,301 ▲18.8%2,8060.4%UtilitiesSPLGSPDR Portfolio S&P 500 ETF$423,763$10,685 ▼-2.5%5,8300.3%ETFVNQVanguard Real Estate ETF$421,631$92,360 ▼-18.0%4,7340.3%ETFVUGVanguard Growth ETF$415,470$51,715 ▼-11.1%9480.3%ETFNOWServiceNow$410,204$18,505 ▼-4.3%3990.3%Computer and TechnologyBSCRInvesco BulletShares 2027 Corporate Bond ETF$407,365$24,759 ▲6.5%20,7310.3%ETFIWDiShares Russell 1000 Value ETF$402,494$1,748 ▲0.4%2,0720.3%ETFIJHiShares Core S&P Mid-Cap ETF$400,362$99,982 ▼-20.0%6,4550.3%ETFVOOVanguard S&P 500 ETF$395,387$14,770 ▼-3.6%6960.3%ETFHWMHowmet Aerospace$377,805$171,780 ▲83.4%2,0300.3%AerospaceFOCTFT Vest U.S. Equity Buffer ETF - October$369,2960.0%8,2490.3%ETFVONVVanguard Russell 1000 Value ETF$366,165$67,490 ▼-15.6%4,2970.3%ETFIWMiShares Russell 2000 ETF$352,777$2,330,702 ▼-86.9%1,6350.3%FinanceGSThe Goldman Sachs Group$335,725$45,330 ▲15.6%4740.3%FinanceORCLOracle$313,978$1,312 ▲0.4%1,4360.3%Computer and TechnologyCICigna Group$291,413$1,652 ▲0.6%8820.2%MedicalJPMJPMorgan Chase & Co.$252,476$22,320 ▲9.7%8710.2%FinanceGOOGAlphabet$226,565$68,839 ▼-23.3%1,2770.2%Computer and TechnologyIGViShares Expanded Tech-Software Sector ETF$221,676$32,638 ▲17.3%2,0240.2%ETFIBMInternational Business Machines$221,441$35,089 ▲18.8%7510.2%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$219,970$74,597 ▼-25.3%2,4180.2%ETFXOMExxon Mobil$206,569$1,941 ▲0.9%1,9160.2%EnergyFSKFS KKR Capital$200,407$3,735 ▲1.9%9,6580.2%FinanceEFAiShares MSCI EAFE ETF$0$1,948,354 ▼-100.0%00.0%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$0$196,894 ▼-100.0%00.0%ETFIYEiShares U.S. Energy ETF$0$179,875 ▼-100.0%00.0%ETFGOOGLAlphabet$0$178,283 ▼-100.0%00.0%Computer and TechnologyDHID.R. Horton$0$177,735 ▼-100.0%00.0%ConstructionRSPInvesco S&P 500 Equal Weight ETF$0$177,475 ▼-100.0%00.0%ETFCARRCarrier Global$0$170,454 ▼-100.0%00.0%ConstructionSRCE1st Source$0$166,487 ▼-100.0%00.0%FinanceSLViShares Silver Trust$0$162,543 ▼-100.0%00.0%ETFXTiShares Exponential Technologies ETF$0$158,066 ▼-100.0%00.0%ManufacturingACNAccenture$0$157,472 ▼-100.0%00.0%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$0$153,814 ▼-100.0%00.0%ETFIJSiShares S&P Small-Cap 600 Value ETF$0$143,901 ▼-100.0%00.0%ETFFBNDFidelity Total Bond ETF$0$143,402 ▼-100.0%00.0%ETFOTISOtis Worldwide$0$138,523 ▼-100.0%00.0%IndustrialsUNHUnitedHealth Group$0$127,363 ▼-100.0%00.0%MedicalXLEEnergy Select Sector SPDR Fund$0$126,230 ▼-100.0%00.0%ETFISRGIntuitive Surgical$0$125,303 ▼-100.0%00.0%MedicalIVEiShares S&P 500 Value ETF$0$123,773 ▼-100.0%00.0%ETFIWBiShares Russell 1000 ETF$0$116,727 ▼-100.0%00.0%ETFHDHome Depot$0$115,927 ▼-100.0%00.0%Retail/WholesaleWMTWalmart$0$115,093 ▼-100.0%00.0%Retail/WholesaleIJJiShares S&P Mid-Cap 400 Value ETF$0$112,670 ▼-100.0%00.0%ETFTDGTransdigm Group$0$110,862 ▼-100.0%00.0%AerospaceGEGE Aerospace$0$110,024 ▼-100.0%00.0%AerospaceDVYiShares Select Dividend ETF$0$109,799 ▼-100.0%00.0%ETFPMPhilip Morris International$0$108,896 ▼-100.0%00.0%Consumer StaplesARM HOLDINGS PLC SPON ADS EACH REP 1 ORD SHS$0$105,778 ▼-100.0%00.0%SPONSORED ADSVBRVanguard Small-Cap Value ETF$0$105,049 ▼-100.0%00.0%ETFPGProcter & Gamble$0$104,096 ▼-100.0%00.0%Consumer StaplesMSMorgan Stanley$0$103,492 ▼-100.0%00.0%FinanceKOCocaCola$0$100,737 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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