Financial Life Planners Top Holdings and 13F Report (2026) About Financial Life PlannersInvestment ActivityFinancial Life Planners has $130.44 million in total holdings as of March 31, 2026.Financial Life Planners owns shares of 367 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 7.60% of the portfolio was purchased this quarter.About 5.65% of the portfolio was sold this quarter.This quarter, Financial Life Planners has purchased 61 new stocks and bought additional shares in 23 stocks.Financial Life Planners sold shares of 34 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco QQQ $29,991,270iShares Core S&P 500 ETF $27,504,934NVIDIA $13,349,537Apple $6,232,118PALANTIR TECHNOLOGIES INC CL A $4,222,495 Largest New Holdings this Quarter 464287796 - iShares U.S. Energy ETF $240,321 Holding78463V107 - SPDR Gold Shares $209,611 Holding81369Y506 - Energy Select Sector SPDR Fund $206,317 Holding36828A101 - GE VERNOVA INC COM $205,421 Holding336901103 - 1st Source $197,427 Holding Largest Purchases this Quarter iShares U.S. Energy ETF 3,710 shares (about $240.32K)SPDR Gold Shares 487 shares (about $209.61K)Energy Select Sector SPDR Fund 3,368 shares (about $206.32K)GE VERNOVA INC COM 235 shares (about $205.42K)1st Source 2,853 shares (about $197.43K) Largest Sales this Quarter ARK ETF TR BLOCKCHAIN & FIN 55,977 shares (about $2.12M)Axon Enterprise 4,391 shares (about $1.87M)Netflix 8,278 shares (about $794.30K)Visa 1,263 shares (about $382.33K)Vistra 1,885 shares (about $282.06K) 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$29,991,270$85,999 â–¼-0.3%51,96223.0%FinanceIVViShares Core S&P 500 ETF$27,504,934$113,006 â–²0.4%42,10721.1%ETFNVDANVIDIA$13,349,537$137,950 â–¼-1.0%76,54610.2%Computer and TechnologyAAPLApple$6,232,118$81,213 â–¼-1.3%24,5564.8%Computer and TechnologyPALANTIR TECHNOLOGIES INC CL A$4,222,495$94,643 â–¼-2.2%28,8663.2%COMBRK.BBerkshire Hathaway$3,538,489$33,545 â–¼-0.9%7,3842.7%FinanceMSFTMicrosoft$3,183,344$78,473 â–¼-2.4%8,6002.4%Computer and TechnologyHOODRobinhood Markets$2,849,691$18,988 â–¼-0.7%41,1212.2%FinanceCOSTCostco Wholesale$2,694,959$55,792 â–¼-2.0%2,7052.1%Retail/WholesaleMGKVanguard Mega Cap Growth ETF$2,396,526$259,054 â–¼-9.8%6,5221.8%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,348,785$45,027 â–¼-1.9%3,8081.8%ETFSPYSPDR S&P 500 ETF Trust$1,915,996$14,959 â–¼-0.8%2,9461.5%FinanceAMZNAmazon.com$1,786,627$29,159 â–¼-1.6%8,5781.4%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$1,252,188$82,923 â–¼-6.2%2,7031.0%FinanceWISDOMTREE BITCOIN FD SHS BEN INT$1,118,426$8,246 â–¼-0.7%15,5970.9%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$1,069,581$33,249 â–¼-3.0%52,3710.8%ETFMETAMeta Platforms$678,921$16,587 â–¼-2.4%1,1870.5%Computer and TechnologyGSThe Goldman Sachs Group$662,053$15,220 â–²2.4%7830.5%FinanceRTXRTX$658,261$2,122 â–²0.3%3,4120.5%AerospaceBSCQInvesco BulletShares 2026 Corporate Bond ETF$645,684$6,543 â–²1.0%33,0610.5%ETFVIGVanguard Dividend Appreciation ETF$644,664$121,278 â–¼-15.8%2,9980.5%ETFHWMHowmet Aerospace$642,987$15,441 â–²2.5%2,7900.5%AerospaceIWFiShares Russell 1000 Growth ETF$593,093$426 â–²0.1%1,3910.5%ETFBACBank of America$588,001$3,169 â–²0.5%12,0620.5%FinanceXLFFinancial Select Sector SPDR Fund$566,253$7,405 â–¼-1.3%11,4700.4%ETFTSLATesla$564,304$4,461 â–¼-0.8%1,5180.4%Auto/Tires/TrucksAVGOBroadcom$537,538$3,714 â–¼-0.7%1,7370.4%Computer and TechnologyIWMiShares Russell 2000 ETF$499,504$64,980 â–²15.0%2,0140.4%FinanceSPLGSPDR Portfolio S&P 500 ETF$449,996$1,072 â–²0.2%5,8790.3%ETFVOOVanguard S&P 500 ETF$419,174$598 â–²0.1%7010.3%ETFVUGVanguard Growth ETF$415,754$437 â–²0.1%9520.3%ETFIJHiShares Core S&P Mid-Cap ETF$411,159$8,643 â–¼-2.1%6,0890.3%ETFVONVVanguard Russell 1000 Value ETF$408,585$1,781 â–²0.4%4,3590.3%ETFFOCTFT Vest U.S. Equity Buffer ETF - October$393,3000.0%8,2490.3%ETFNRGNRG Energy$378,894$52,750 â–¼-12.2%2,5930.3%UtilitiesVNQVanguard Real Estate ETF$375,509$3,903 â–²1.1%4,2330.3%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$364,290$29,358 â–¼-7.5%18,5630.3%ETFSLViShares Silver Trust$351,612$48,790 â–¼-12.2%5,1600.3%ETFIWDiShares Russell 1000 Value ETF$349,980$16,025 â–¼-4.4%1,6380.3%ETFGOOGAlphabet$333,210$28,389 â–¼-7.9%1,1620.3%Computer and TechnologyXOMExxonMobil$333,065$2,206 â–²0.7%1,9630.3%EnergyTSMTaiwan Semiconductor Manufacturing$265,673$8,788 â–²3.4%7860.2%Computer and TechnologyJPMJPMorgan Chase & Co.$251,402$16,760 â–¼-6.3%8550.2%FinanceGEGE Aerospace$249,588$567 â–²0.2%8800.2%AerospaceGOOGLAlphabet$248,408$288 â–²0.1%8640.2%Computer and TechnologyIYEiShares U.S. Energy ETF$240,321$240,321 â–²New Holding3,7100.2%ETFCICigna Group$239,029$1,334 â–²0.6%8960.2%MedicalIJKiShares S&P Mid-Cap 400 Growth ETF$237,014$201 â–²0.1%2,3560.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$215,931$289 â–²0.1%1,4920.2%ETFORCLOracle$212,687$588 â–²0.3%1,4460.2%Computer and TechnologyGLDSPDR Gold Shares$209,611$209,611 â–²New Holding4870.2%FinanceXLEEnergy Select Sector SPDR Fund$206,317$206,317 â–²New Holding3,3680.2%ETFGE VERNOVA INC COM$205,421$205,421 â–²New Holding2350.2%COMSRCE1st Source$197,427$197,427 â–²New Holding2,8530.2%FinanceDHID.R. Horton$192,473$137 â–²0.1%1,4030.1%ConstructionQLDProShares Ultra QQQ$188,7550.0%3,0940.1%ETFIBMInternational Business Machines$181,710$1,211 â–²0.7%7500.1%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$180,393$180,393 â–²New Holding5750.1%ETFAMDAdvanced Micro Devices$166,813$166,813 â–²New Holding8200.1%Computer and TechnologyWALMART INC COM$164,345$164,345 â–²New Holding1,3220.1%COMLLYEli Lilly and Company$161,876$161,876 â–²New Holding1760.1%MedicalEFAiShares MSCI EAFE ETF$160,380$160,380 â–²New Holding1,6510.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$158,565$158,565 â–²New Holding8260.1%ETFCARRCarrier Global$151,818$151,818 â–²New Holding2,6960.1%ConstructionARM HOLDINGS PLC SPONSORED ADS$149,847$149,847 â–²New Holding9910.1%SPONSORED ADSMSMorgan Stanley$149,768$149,768 â–²New Holding9100.1%FinanceIJSiShares S&P Small-Cap 600 Value ETF$147,950$147,950 â–²New Holding1,2490.1%ETFSSOProShares Ultra S&P500$144,338$144,338 â–²New Holding2,7820.1%ETFNETCloudflare$138,248$138,248 â–²New Holding6700.1%Computer and TechnologyPMPhilip Morris International$137,620$137,620 â–²New Holding8320.1%Consumer StaplesIWBiShares Russell 1000 ETF$137,126$137,126 â–²New Holding3850.1%ETFCATCaterpillar$134,986$134,986 â–²New Holding1910.1%IndustrialsDVYiShares Select Dividend ETF$134,258$134,258 â–²New Holding8870.1%ETFAPPLOVIN CORP COM CL A$128,1560.0%3220.1%COMTJXTJX Companies$124,997$124,997 â–²New Holding7830.1%Retail/WholesaleAXONAxon Enterprise$121,530$1,865,868 â–¼-93.9%2860.1%AerospaceIVEiShares S&P 500 Value ETF$117,136$117,136 â–²New Holding5550.1%ETFNOWServiceNow$112,914$77,367 â–¼-40.7%1,0800.1%Computer and TechnologyCRMSalesforce$109,199$211,305 â–¼-65.9%5850.1%Computer and TechnologyXTiShares Exponential Technologies ETF$106,340$106,340 â–²New Holding1,5600.1%ManufacturingTRVTravelers Companies$104,915$104,915 â–²New Holding3600.1%FinanceWFCWells Fargo & Company$99,913$99,913 â–²New Holding1,2550.1%FinanceEWEdwards Lifesciences$96,096$96,096 â–²New Holding1,2000.1%MedicalSCHDSchwab US Dividend Equity ETF$93,809$93,809 â–²New Holding3,0580.1%ETFISRGIntuitive Surgical$90,816$90,816 â–²New Holding1970.1%MedicalXLKTechnology Select Sector SPDR Fund$88,419$88,419 â–²New Holding6650.1%ETFHDHome Depot$85,360$85,360 â–²New Holding2600.1%Retail/WholesaleKOCocaCola$85,005$85,005 â–²New Holding1,1180.1%Consumer StaplesIJJiShares S&P Mid-Cap 400 Value ETF$83,529$83,529 â–²New Holding6300.1%ETFFSKFS KKR Capital$81,532$81,532 â–²New Holding8,0090.1%FinanceIYYiShares Dow Jones U.S. ETF$80,827$80,827 â–²New Holding5100.1%ETFPHParker-Hannifin$78,262$78,262 â–²New Holding870.1%IndustrialsACNAccenture$75,621$75,621 â–²New Holding3810.1%Computer and TechnologyBABoeing$73,045$73,045 â–²New Holding3670.1%AerospaceAMATApplied Materials$73,028$73,028 â–²New Holding2140.1%Computer and TechnologyNANRSPDR S&P North American Natural Resources ETF$72,500$72,500 â–²New Holding8630.1%ETFVBRVanguard Small-Cap Value ETF$71,273$71,273 â–²New Holding3280.1%ETFPKSTPeakstone Realty Trust$70,497$70,497 â–²New Holding3,3750.1%FinanceHIGThe Hartford Insurance Group$67,237$67,237 â–²New Holding4970.1%FinanceIVWiShares S&P 500 Growth ETF$66,900$66,900 â–²New Holding5910.1%ETFShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
