Financial Life Planners 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002053368 · TEMPE, AZ

As of Sep 30, 2025, Financial Life Planners reported 362 positions worth 47.8M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
INVESCO QQQ TRUST SERIES 1	QQQ	—	50,928	$30.6M	20.68%
ISHARES CORE S&P 500 ETF	IVV	—	40,992	$27.4M	18.56%
NVIDIA CORP	NVDA	Technology	77,489	4.5M	9.78%
APPLE INC	AAPL	Technology	24,828	$6.3M	4.28%
ROBINHOOD MARKETS INC - A	HOOD	Equity	40,687	$5.8M	3.94%
PALANTIR TECHNOLOGIES INC	PLTR	Technology	28,921	$5.3M	3.57%
MICROSOFT CORP	MSFT	Technology	8,900	$4.6M	3.12%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	7,688	$3.9M	2.61%
AXON ENTERPRISE INC	AXON	Industrials	5,282	$3.8M	2.56%
VANGUARD WORLD FUND	MGK	—	7,305	$2.9M	1.99%
ARK FINTECH INNOVATION ETF	ARKF	—	49,612	$2.8M	1.91%
COSTCO WHOLESALE CORP	COST	Consumer Defensive	2,814	$2.6M	1.76%
SPDR S&P MIDCAP 400 ETF TRUST	MDY	—	3,914	$2.3M	1.58%
SPDR S&P 500 ETF TRUST	SPY	—	2,812	.9M	1.27%
AMAZON.COM INC	AMZN	Equity	8,441	.9M	1.25%
WISDOMTREE BITCOIN FD	BTCW	—	14,005	.7M	1.15%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	DIA	—	2,872	.3M	0.90%
NETFLIX INC	NFLX	Communication Services	981	.2M	0.80%
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF	BSCS	—	56,165	.2M	0.78%
META PLATFORMS INC	META	Communication Services	1,209	$888.1K	0.60%
VANGUARD DIVIDEND APPREC ETF	VIG	—	3,533	$762.4K	0.52%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF	BSCP	—	36,803	$761.5K	0.52%
TESLA INC	TSLA	Consumer Cyclical	1,538	$683.9K	0.46%
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	1,388	$650.3K	0.44%
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF	BSCQ	—	33,225	$649.9K	0.44%