Financial Life Planners Top Holdings and 13F Report (2026) About Financial Life PlannersInvestment ActivityFinancial Life Planners has $155.63 million in total holdings as of June 30, 2026.Financial Life Planners owns shares of 339 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 6.68% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Financial Life Planners has purchased 361 new stocks and bought additional shares in 149 stocks.Financial Life Planners sold shares of 37 stocks and completely divested from 36 stocks this quarter.Largest Holdings Invesco QQQ $39,267,966iShares Core S&P 500 ETF $32,870,868NVIDIA $15,463,084Apple $6,964,303Robinhood Markets $3,810,105 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $30,755 Holding26614N201 - DUPONT DE NEMOURS INC $15,599 Holding921909768 - Vanguard Total International Stock ETF $11,507 Holding064058100 - BANK OF NY MELLON CORP $7,231 Holding29250N105 - Enbridge $5,421 Holding Largest Purchases this Quarter Vanguard Mega Cap Growth ETF 25,823 shares (about $2.27M)iShares Core S&P 500 ETF 1,786 shares (about $1.34M)iShares Russell 2000 ETF 3,349 shares (about $1.01M)Invesco QQQ 1,362 shares (about $1.00M)SPDR S&P Biotech ETF 5,038 shares (about $797.24K) Largest Sales this Quarter United Rentals 2 shares (about $∞T)PALANTIR TECHNOLOGIES INC 3,186 shares (about $371.71K)Robinhood Markets 3,126 shares (about $313.47K)SPDR Portfolio S&P 500 ETF 2,309 shares (about $202.90K)Financial Select Sector SPDR Fund 2,911 shares (about $156.05K) 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$39,267,966$1,002,981 â–²2.6%53,32425.2%FinanceIVViShares Core S&P 500 ETF$32,870,868$1,337,511 â–²4.2%43,89321.1%ETFNVDANVIDIA$15,463,084$147,065 â–²1.0%77,2819.9%Computer and TechnologyAAPLApple$6,964,303$141,207 â–¼-2.0%24,0684.5%Computer and TechnologyHOODRobinhood Markets$3,810,105$313,473 â–¼-7.6%37,9952.4%FinanceBRK.BBerkshire Hathaway$3,593,881$101,081 â–¼-2.7%7,1822.3%FinanceMSFTMicrosoft$3,112,441$95,492 â–¼-3.0%8,3442.0%Computer and TechnologyPALANTIR TECHNOLOGIES INC$2,996,086$371,711 â–¼-11.0%25,6801.9%CL AMGKVanguard Mega Cap Growth ETF$2,843,485$2,270,129 â–²395.9%32,3451.8%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,641,259$37,280 â–¼-1.4%3,7551.7%ETFCOSTCostco Wholesale$2,540,023$9,356 â–²0.4%2,7151.6%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$2,189,152$11,203 â–¼-0.5%2,9311.4%FinanceAMZNAmazon.com$2,086,052$41,473 â–²2.0%8,7521.3%Retail/WholesaleIWMiShares Russell 2000 ETF$1,611,278$1,006,185 â–²166.3%5,3631.0%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$1,410,285$1,567 â–¼-0.1%2,7000.9%FinanceGSThe Goldman Sachs Group$1,096,741$304,538 â–²38.4%1,0840.7%FinanceHWMHowmet Aerospace$1,061,816$311,635 â–²41.5%3,9490.7%AerospaceAVGOBroadcom$1,003,759$347,557 â–²53.0%2,6570.6%Computer and TechnologyBSCSInvesco BulletShares 2028 Corporate Bond ETF$973,751$92,783 â–¼-8.7%47,8150.6%ETFWISDOMTREE BITCOIN FD$968,906$1,922 â–²0.2%15,6280.6%SHS BEN INTXBISPDR S&P Biotech ETF$830,160$797,245 â–²2,422.1%5,2460.5%ETFCATCaterpillar$795,898$592,395 â–²291.1%7470.5%IndustrialsIWFiShares Russell 1000 Growth ETF$741,283$568,565 â–²329.2%5,9700.5%ETFVIGVanguard Dividend Appreciation ETF$712,297$2,840 â–²0.4%3,0100.5%ETFBACBank of America$690,322$3,020 â–²0.4%12,1150.4%FinanceBSCQInvesco BulletShares 2026 Corporate Bond ETF$652,004$6,482 â–²1.0%33,3930.4%ETFRTXRTX$650,074$2,656 â–²0.4%3,4260.4%AerospaceTSLATesla$634,671$3,785 â–¼-0.6%1,5090.4%Auto/Tires/TrucksMETAMeta Platforms$634,259$34,360 â–¼-5.1%1,1260.4%Computer and TechnologyGOOGAlphabet$572,872$162,214 â–²39.5%1,6210.4%Computer and TechnologyVOOVanguard S&P 500 ETF$548,822$67,315 â–²14.0%7990.4%ETFGE VERNOVA INC$520,112$244,206 â–²88.5%4430.3%COMVUGVanguard Growth ETF$484,294$402,286 â–²490.5%5,6220.3%ETFAMDAdvanced Micro Devices$476,3470.0%8200.3%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$458,833$156,054 â–¼-25.4%8,5590.3%ETFVONVVanguard Russell 1000 Value ETF$456,298$7,123 â–¼-1.5%4,2920.3%ETFIJHiShares Core S&P Mid-Cap ETF$454,424$15,114 â–¼-3.2%5,8930.3%ETFFOCTFT Vest U.S. Equity Buffer ETF - October$431,3270.0%8,2490.3%ETFGOOGLAlphabet$423,294$114,404 â–²37.0%1,1840.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$410,260$34,865 â–²9.3%8590.3%Computer and TechnologyVNQVanguard Real Estate ETF$408,360$193 â–²0.0%4,2350.3%ETFIWDiShares Russell 1000 Value ETF$398,332$1,212 â–²0.3%1,6430.3%ETFFNDFSchwab Fundamental International Equity ETF$391,605$364,538 â–²1,346.8%7,4220.3%ETFARM HOLDINGS PLC$351,2110.0%9910.2%SPONSORED ADSGEGE Aerospace$329,257$374 â–²0.1%8810.2%AerospaceSPLGSPDR Portfolio S&P 500 ETF$313,716$202,905 â–¼-39.3%3,5700.2%ETFNRGNRG Energy$312,250$66,452 â–¼-17.5%2,1380.2%UtilitiesQLDProShares Ultra QQQ$299,569$194 â–²0.1%3,0960.2%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$287,876$76,245 â–¼-20.9%14,6760.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$282,709$16,252 â–²6.1%1,5830.2%ETFJPMJPMorgan Chase & Co.$281,109$1,309 â–²0.5%8590.2%FinanceSLViShares Silver Trust$275,9130.0%5,1600.2%ETFXOMExxonMobil$272,990$4,648 â–²1.7%1,9970.2%EnergyIJKiShares S&P Mid-Cap 400 Growth ETF$265,500$11,278 â–¼-4.1%2,2600.2%ETFCICigna Group$248,374$1,378 â–²0.6%9010.2%MedicalDHID.R. Horton$228,670$163 â–²0.1%1,4040.1%ConstructionIWOiShares Russell 2000 Growth ETF$226,733$394 â–²0.2%5760.1%ETFORCLOracle$212,473$586 â–²0.3%1,4500.1%Computer and TechnologyIBMInternational Business Machines$212,090$1,125 â–²0.5%7540.1%Computer and TechnologyLLYEli Lilly and Company$211,4120.0%1760.1%MedicalCARRCarrier Global$198,521$734 â–²0.4%2,7060.1%ConstructionMSMorgan Stanley$191,213$1,045 â–²0.5%9150.1%FinanceSSOProShares Ultra S&P500$187,729$270 â–²0.1%2,7860.1%ETFGLDSPDR Gold Shares$184,241$4,790 â–²2.7%5000.1%FinanceXLEEnergy Select Sector SPDR Fund$175,532$3,346 â–¼-1.9%3,3050.1%ETFEFAiShares MSCI EAFE ETF$174,169$2,700 â–²1.6%1,6770.1%FinanceIYEiShares U.S. Energy ETF$173,970$35,994 â–¼-17.1%3,0740.1%ETFRSPInvesco S&P 500 Equal Weight ETF$173,450$2,341 â–¼-1.3%8150.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$171,411$683 â–²0.4%1,2540.1%ETFAPPLOVIN CORP$165,9050.0%3220.1%COM CL ANETCloudflare$164,3380.0%6700.1%Computer and TechnologyIWBiShares Russell 1000 ETF$157,8110.0%3850.1%ETFAMATApplied Materials$154,6390.0%2140.1%Computer and TechnologyPMPhilip Morris International$151,970$1,447 â–²1.0%8400.1%Consumer StaplesWALMART INC$150,378$679 â–²0.5%1,3280.1%COMSRCE1st Source$146,076$86,618 â–¼-37.2%1,7910.1%FinanceDVYiShares Select Dividend ETF$139,707$1,094 â–²0.8%8940.1%ETFXTiShares Exponential Technologies ETF$129,501$578 â–²0.4%1,5670.1%ManufacturingXLKTechnology Select Sector SPDR Fund$126,909$191 â–²0.2%6660.1%ETFIVEiShares S&P 500 Value ETF$126,458$454 â–²0.4%5570.1%ETFAXONAxon Enterprise$122,740$37,551 â–¼-23.4%2190.1%AerospaceMUMicron Technology$122,4680.0%1060.1%Computer and TechnologyTRVTravelers Companies$119,192$330 â–²0.3%3610.1%FinanceTJXTJX Companies$118,942$303 â–²0.3%7850.1%Retail/WholesaleEWEdwards Lifesciences$108,5520.0%1,2000.1%MedicalWFCWells Fargo & Company$104,124$413 â–²0.4%1,2600.1%FinanceSCHDSchwab US Dividend Equity ETF$97,720$761 â–²0.8%3,0820.1%ETFUNHUnitedHealth Group$94,990$830 â–²0.9%2290.1%MedicalIJJiShares S&P Mid-Cap 400 Value ETF$93,435$296 â–²0.3%6320.1%ETFCRMSalesforce$93,422$1,724 â–²1.9%5960.1%Computer and TechnologyIYYiShares Dow Jones U.S. ETF$93,162$182 â–²0.2%5110.1%ETFHDHome Depot$92,168$353 â–²0.4%2610.1%Retail/WholesaleINTCIntel$91,966$13,955 â–²17.9%6590.1%Computer and TechnologyNOWServiceNow$91,451$15,788 â–¼-14.7%9210.1%Computer and TechnologyKOCocaCola$90,907$81 â–²0.1%1,1190.1%Consumer StaplesPHParker-Hannifin$85,705$974 â–²1.1%880.1%IndustrialsVBRVanguard Small-Cap Value ETF$84,958$5,340 â–²6.7%3500.1%ETFFIXComfort Systems USA$84,0050.0%420.1%ConstructionBABoeing$79,4450.0%3670.1%AerospaceETNEaton$77,225$15,360 â–²24.8%1810.0%IndustrialsShowing largest 100 holdings. 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