Financial Life Planners Top Holdings and 13F Report (2026) About Financial Life PlannersInvestment ActivityFinancial Life Planners has $150.85 million in total holdings as of September 30, 2026.Financial Life Planners owns shares of 304 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 0.53% of the portfolio was purchased this quarter.About 8.15% of the portfolio was sold this quarter.This quarter, Financial Life Planners has purchased 339 new stocks and bought additional shares in 93 stocks.Financial Life Planners sold shares of 73 stocks and completely divested from 41 stocks this quarter.Largest Holdings Invesco QQQ $38,490,121iShares Core S&P 500 ETF $32,638,032NVIDIA $17,121,448Apple $7,731,295Robinhood Markets $4,059,975 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $214,849 Holding24703L202 - Dell Technologies $5,918 Holding053807103 - Avnet $3,111 Holding539830109 - Lockheed Martin $3,076 Holding77926X320 - ROUNDHILL ETF TRUST $2,173 Holding Largest Purchases this Quarter iShares Russell 2000 ETF 818 shares (about $227.32K)EXXONMOBIL HOLDINGS CORP 1,320 shares (about $214.85K)SPDR S&P Biotech ETF 1,132 shares (about $178.49K)SPDR S&P 500 ETF Trust 54 shares (about $41.18K)BITMINE IMMERSION TECHS INC 732 shares (about $19.35K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 25,383 shares (about $4.75M)iShares Core S&P 500 ETF 1,276 shares (about $977.22K)Invesco QQQ 1,294 shares (about $957.26K)NVIDIA 2,312 shares (about $528.02K)Vanguard Dividend Appreciation ETF 1,963 shares (about $457.85K) 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$38,490,121$957,260 ▼-2.4%52,03025.5%ETFIVViShares Core S&P 500 ETF$32,638,032$977,219 ▼-2.9%42,61721.6%ETFNVDANVIDIA$17,121,448$528,015 ▼-3.0%74,96911.4%TechnologyAAPLApple$7,731,295$283,729 ▼-3.5%23,2165.1%TechnologyHOODRobinhood Markets$4,059,975$214,423 ▼-5.0%36,0892.7%FinanceMSFTMicrosoft$3,886,842$392,890 ▼-9.2%7,5782.6%TechnologyBRK.BBerkshire Hathaway$3,475,430$101,091 ▼-2.8%6,9792.3%FinanceMGKVanguard Mega Cap Growth ETF$2,550,125$446,670 ▼-14.9%27,5241.7%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,379,610$86,018 ▼-3.5%3,6241.6%ETFCOSTCostco Wholesale$2,336,175$135,655 ▼-5.5%2,5661.5%Consumer StaplesSPYSPDR S&P 500 ETF Trust$2,276,363$41,180 ▲1.8%2,9851.5%ETFAMZNAmazon.com$2,144,830$35,627 ▼-1.6%8,6091.4%Consumer DiscretionaryIWMiShares Russell 2000 ETF$1,717,690$227,321 ▲15.3%6,1811.1%ETFWISDOMTREE BITCOIN FD$1,336,613$42,991 ▼-3.1%15,1410.9%SHS BEN INTDIASPDR Dow Jones Industrial Average ETF Trust$1,245,036$128,165 ▼-9.3%2,4480.8%ETFXBISPDR S&P Biotech ETF$1,005,642$178,486 ▲21.6%6,3780.7%ETFGSThe Goldman Sachs Group$970,470$5,402 ▼-0.6%1,0780.6%FinanceBSCSInvesco BulletShares 2028 Corporate Bond ETF$968,162$5,877 ▲0.6%48,1070.6%ETFAVGOBroadcom$894,085$38,980 ▼-4.2%2,5460.6%TechnologyHWMHowmet Aerospace$823,775$69,440 ▼-7.8%3,6420.5%IndustrialsIWFiShares Russell 1000 Growth ETF$748,456$626 ▲0.1%5,9750.5%ETFMETAMeta Platforms$730,720$85,541 ▼-10.5%1,0080.5%Communication ServicesRTXRTX$638,391$2,413 ▲0.4%3,4390.4%IndustrialsBACBank of America$614,223$45,175 ▼-6.9%11,2850.4%FinanceBSCQInvesco BulletShares 2026 Corporate Bond ETF$591,712$60,122 ▼-9.2%30,3130.4%ETFCATCaterpillar$590,815$14,588 ▼-2.4%7290.4%IndustrialsGOOGAlphabet$547,290$5,112 ▼-0.9%1,6060.4%Communication ServicesVOOVanguard S&P 500 ETF$526,432$33,647 ▼-6.0%7510.3%ETFAMDAdvanced Micro Devices$506,538$4,894 ▲1.0%8280.3%TechnologyVUGVanguard Growth ETF$506,225$360 ▼-0.1%5,6180.3%ETFTSLATesla$490,782$44,713 ▼-8.3%1,3830.3%Consumer DiscretionaryVONVVanguard Russell 1000 Value ETF$462,565$4,022 ▼-0.9%4,2550.3%ETFFOCTFT Vest U.S. Equity Buffer ETF - October$446,1050.0%8,2490.3%ETFGOOGLAlphabet$423,633$16,174 ▲4.0%1,2310.3%Communication ServicesIWDiShares Russell 1000 Value ETF$408,868$1,488 ▲0.4%1,6490.3%ETFFNDFSchwab Fundamental International Equity ETF$408,489$9,567 ▲2.4%7,6000.3%ETFGE VERNOVA INC$404,709$16,150 ▼-3.8%4260.3%COMVNQVanguard Real Estate ETF$382,877$3,316 ▲0.9%4,2720.3%ETFXLFFinancial Select Sector SPDR Fund$361,384$95,700 ▼-20.9%6,7670.2%ETFIJHiShares Core S&P Mid-Cap ETF$356,723$67,272 ▼-15.9%4,9580.2%ETFSPLGSPDR Portfolio S&P 500 ETF$321,285$808 ▲0.3%3,5790.2%ETFTSMTaiwan Semiconductor Manufacturing$305,110$86,653 ▼-22.1%6690.2%TechnologyBSCRInvesco BulletShares 2027 Corporate Bond ETF$289,693$2,854 ▲1.0%14,8220.2%ETFARM HOLDINGS PLC$286,9160.0%9910.2%SPONSORED ADSSLViShares Silver Trust$282,394$1,145 ▲0.4%5,1810.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$254,198$321 ▲0.1%1,5850.2%ETFCICigna Group$246,294$1,359 ▲0.6%9060.2%HealthcareVIGVanguard Dividend Appreciation ETF$244,202$457,850 ▼-65.2%1,0470.2%ETFNETCloudflare$232,6780.0%6700.2%TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$226,844$20,821 ▼-8.4%2,0700.2%ETFQLDProShares Ultra QQQ$214,898$81,196 ▼-27.4%2,2470.1%ETFEXXONMOBIL HOLDINGS CORP$214,849$214,849 ▲New Holding1,3200.1%COM SHSIWOiShares Russell 2000 Growth ETF$205,6350.0%5760.1%ETFGEGE Aerospace$205,163$69,949 ▼-25.4%6570.1%IndustrialsJPMJPMorgan Chase & Co.$203,056$81,024 ▼-28.5%6140.1%FinanceIYEiShares U.S. Energy ETF$199,860$648 ▲0.3%3,0840.1%ETFDHID.R. Horton$192,011$137 ▲0.1%1,4050.1%Consumer DiscretionaryGLDSPDR Gold Shares$191,616$1,143 ▲0.6%5030.1%ETFEFAiShares MSCI EAFE ETF$174,911$727 ▲0.4%1,6840.1%ETFLLYEli Lilly and Company$170,179$33,573 ▼-16.5%1470.1%HealthcareRSPInvesco S&P 500 Equal Weight ETF$168,531$1,040 ▼-0.6%8100.1%ETFMSMorgan Stanley$166,313$5,832 ▼-3.4%8840.1%FinanceSSOProShares Ultra S&P500$162,756$30,361 ▼-15.7%2,3480.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$161,332$641 ▲0.4%1,2590.1%ETFIWBiShares Russell 1000 ETF$160,754$416 ▲0.3%3860.1%ETFSRCE1st Source$152,070$760 ▲0.5%1,8000.1%FinanceIBMInternational Business Machines$150,600$15,170 ▼-9.2%6850.1%TechnologyCARRCarrier Global$148,991$549 ▲0.4%2,7160.1%IndustrialsXLEEnergy Select Sector SPDR Fund$143,719$59,529 ▼-29.3%2,3370.1%ETFCRMSalesforce$132,677$4,132 ▼-3.0%5780.1%TechnologyXTiShares Exponential Technologies ETF$130,7070.0%1,5670.1%ETFIVEiShares S&P 500 Value ETF$127,646$457 ▲0.4%5590.1%ETFNOWServiceNow$123,4420.0%9210.1%TechnologyTRVTravelers Companies$122,079$6,782 ▼-5.3%3420.1%FinanceORCLOracle$120,922$78,098 ▼-39.2%8810.1%TechnologyWALMART INC$118,458$19,535 ▼-14.2%1,1400.1%COMAMATApplied Materials$109,5010.0%2140.1%TechnologyTJXTJX Companies$104,254$397 ▲0.4%7880.1%Consumer DiscretionaryEWEdwards Lifesciences$103,5840.0%1,2000.1%HealthcareSCHDSchwab US Dividend Equity ETF$101,053$781 ▲0.8%3,1060.1%ETFKOCoca-Cola$96,3530.0%1,1190.1%Consumer StaplesIYYiShares Dow Jones U.S. ETF$94,974$185 ▲0.2%5120.1%ETFMUMicron Technology$92,789$20,264 ▼-17.9%870.1%TechnologyUNHUnitedHealth Group$86,996$2,937 ▲3.5%2370.1%HealthcarePMPhilip Morris International$85,520$74,830 ▼-46.7%4480.1%Consumer StaplesINTCIntel$85,320$6,129 ▲7.7%7100.1%TechnologyAXONAxon Enterprise$84,082$8,450 ▼-9.1%1990.1%IndustrialsAPPLOVIN CORP$83,935$9,584 ▼-10.2%2890.1%COM CL APHParker-Hannifin$83,8950.0%880.1%IndustrialsVBRVanguard Small-Cap Value ETF$81,113$231 ▲0.3%3510.1%ETFIVWiShares S&P 500 Growth ETF$78,0050.0%5480.1%ETFETNEaton$77,7530.0%1810.1%IndustrialsHDHome Depot$74,858$569 ▲0.8%2630.0%Consumer DiscretionaryNANRSPDR S&P North American Natural Resources ETF$72,9180.0%8700.0%ETFWFCWells Fargo & Company$71,140$29,688 ▼-29.4%8890.0%FinanceFIXComfort Systems USA$70,1470.0%420.0%IndustrialsBABoeing$68,2810.0%3670.0%IndustrialsMDYGSPDR S&P 400 Mid Cap Growth ETF$67,308$105 ▲0.2%6440.0%ETFDVYiShares Select Dividend ETF$65,223$70,696 ▼-52.0%4290.0%ETFACNAccenture$63,0960.0%3440.0%TechnologyShowing largest 100 holdings. 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