Financial Life Planners
301 holdingsFiling period: 2026-06-30Current AUM: $160.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq TR | 53.3K | $39.3M | $38.3M | 23.78% | +1.4K | 2026-06-30 |
| 2 | IVV | iShares TR | 43.9K | $32.9M | $33.9M | 21.07% | +1.8K | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 77.3K | $15.5M | $16.7M | 10.40% | +735 | 2026-06-30 |
| 4 | AAPL | Apple Inc | 24.1K | $7.0M | $8.2M | 5.08% | -488 | 2026-06-30 |
| 5 | HOOD | Robinhood Mkts Inc | 38.0K | $3.8M | $3.7M | 2.32% | -3,126 | 2026-06-30 |
| 6 | BRK-B | Berkshire Hathaway Inc Del | 7.2K | $3.6M | $3.6M | 2.23% | -202 | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 8.3K | $3.1M | $4.4M | 2.76% | -256 | 2026-06-30 |
| 8 | PLTR | Palantir Technologies Inc | 25.7K | $3.0M | $4.9M | 3.07% | -3,186 | 2026-06-30 |
| 9 | MGK | Vanguard World FD | 32.3K | $2.8M | $2.9M | 1.83% | +25.8K | 2026-06-30 |
| 10 | MDY | State Str Spdr S&P Midcap 40 | 3.8K | $2.6M | $2.5M | 1.56% | -53 | 2026-06-30 |
| 11 | COST | Costco Wholesale Corporation | 2.7K | $2.5M | $2.7M | 1.68% | +10 | 2026-06-30 |
| 12 | SPY | State Str Spdr S&P 500 ETF T | 2.9K | $2.2M | $2.3M | 1.40% | -15 | 2026-06-30 |
| 13 | AMZN | Amazon.com Inc | 8.8K | $2.1M | $2.3M | 1.43% | +174 | 2026-06-30 |
| 14 | IWM | iShares TR | 5.4K | $1.6M | $1.5M | 0.92% | +3.3K | 2026-06-30 |
| 15 | DIA | State Str Spdr Dow Jones Ind | 2.7K | $1.4M | $1.4M | 0.88% | -3 | 2026-06-30 |
| 16 | GS | Goldman Sachs Group Inc | 1.1K | $1.1M | $959K | 0.60% | +301 | 2026-06-30 |
| 17 | HWM | Howmet Aerospace Inc | 3.9K | $1.1M | $835K | 0.52% | +1.2K | 2026-06-30 |
| 18 | AVGO | Broadcom Inc | 2.7K | $1.0M | $888K | 0.55% | +920 | 2026-06-30 |
| 19 | BSCS | Invesco Exch Trd Slf Idx FD | 47.8K | $973K | $962K | 0.60% | -4,556 | 2026-06-30 |
| 20 | BTCW | WisdomTree Bitcoin FD | 15.6K | $968K | $1.4M | 0.85% | +31 | 2026-06-30 |
| 21 | XBI | Spdr Series Trust | 5.2K | $830K | $804K | 0.50% | +5.0K | 2026-06-30 |
| 22 | CAT | Caterpillar Inc | 747 | $795K | $541K | 0.34% | +556 | 2026-06-30 |
| 23 | IWF | iShares TR | 6.0K | $741K | $730K | 0.45% | +4.6K | 2026-06-30 |
| 24 | VIG | Vanguard Specialized Funds | 3.0K | $712K | $731K | 0.45% | +12 | 2026-06-30 |
| 25 | BAC | Bank of Amer Corp | 12.1K | $690K | $613K | 0.38% | +53 | 2026-06-30 |
← Scroll →
Page 1 of 13